CRMs like Hubspot or Salesforce are useful for storing and relating your marketing, sales, and service data. In other words, you can record data on your customer interactions in a single platform. However, when it comes to interacting with that data and manipulating it for analysis and visualization, it’s best to use tools designed for that purpose. Like many, you’re probably already familiar with Google Sheets and would much rather interact with your data there.
So how can you get your Hubspot data into Google Sheets? In this article, you will learn how to connect Google Sheets to Hubspot by installing the add-on. This will allow you to import data from Hubspot. You will also learn how to use Layer to import data from Hubspot into Google Sheets or Microsoft Excel, schedule updates, and set up dashboards with key metrics. That way, you’re always up to date and can automatically share dashboards and reports with interested parties. Layer takes care of the boring, repetitive tasks so you can focus on making the most of your data.
Does HubSpot Integrate with Google Sheets?
To connect Hubspot to Google Sheets, you need the add-on. Log into your Hubspot account and click on the Marketplace icon, then “App Marketplace”. Search for Google Sheets and follow the instructions to install. Click on the Marketplace icon again, then “Connected apps”. Right-click the app to “Set up sync”.
You can send data to Google Sheets from your Hubspot account by going to Automation > Workflows. This feature is only available for Professional accounts, so Starter accounts will not have this functionality.
How Do I Integrate Google Sheets With Hubspot?
In the actions panel, select “Create Google Sheet row” to create new rows or “Update data in a Google Sheet row” to edit existing data. Choose the destination Sheets file. From the ‘Header’ and ‘Property’ menus, choose the columns you want to target and the properties you’ll send data from.
If you’re updating data, you’ll also have to specify the rows that need to be updated by indicating the values or properties that need to be matched. Below, you have step-by-step instructions on how to integrate Google Sheets and Hubspot.
1. Connect HubSpot to Google Sheets
Sign in to your Hubspot account. Click on the “Marketplace” icon on the right side of the top bar, then on “App Marketplace”.
Search for ‘Google Sheets’ and select the app.
Click on “Install app” and follow the instructions to connect to your account and approve access.
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2. Connect Google Sheets to Hubspot
In Google Sheets, go to Extensions > Get add-ons and search for “Hubspot”.
Click on the add-on shown below and follow the instructions to install and approve access.
3. Go to Hubspot Workflows
In your Hubspot account, go to Workflows and select the workflow you want to edit or create a new one.
4. Create Google Sheets Rows
Click the plus '+' button to add an action. From the ‘Actions’ pane, select “Create Google Sheet row” to add new rows to a spreadsheet.
Select your spreadsheet from the drop-down menu.
From the ‘Sheet’ dropdown menu, select the sheet or tab you want to send data to.
Select the columns and properties you want to send data from in the ‘Header’ and ‘Property’ dropdown menus.
Click “Save” to complete the process.
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5. Update Google Sheets Rows
In your Hubspot workflow, go to the ‘Actions’ pane and select “Update data in Google Sheet”.
Select the spreadsheet and the tab you want to update using the corresponding dropdown menus.
You will need to set up identifiers to determine which rows to update. In the “Lookup column header” menu, select the column from your spreadsheet. In the next step, you will choose the Hubspot property that will be used as an identifier.
From the “Lookup column property” menu, select a property belonging to the “Lookup column header” selected above. Keep in mind that if there are multiple rows with matching values, only the first will be updated.
In the ”Create a new row if none match” menu, you can select what happens when no matches are found. If you select “Yes”, a new row will be added containing only the properties that were to be updated.
In the “Select columns to update” menu, you can choose from a list of all the column headers for that spreadsheet.
Select the column you want to update and click on the dropdown menu under the column header. You can choose to update with an existing property value or with the result of an earlier workflow action.
It’s possible to integrate Hubspot with Google Sheets. You now know how to connect your accounts and install the app. If you have a Professional account, you can use this integration to send data from Hubspot to Google Sheets. You have the option to create new rows or to update existing rows in Google Sheets with your Hubspot data.
However, you also know that there’s a much easier way to do this. Layer can automate the entire process, synchronizing your data across multiple formats and platforms, including Google Sheets and Hubspot. Using Layer, you can set up customized data flows and schedule updates, manage access and assign tasks, as well as create and share sophisticated dashboards and reports.
To learn how you can connect Google Sheets to Salesforce, check out our post on How To Use The Google Sheets Salesforce Connector.