If you google ‘HubSpot to Google Sheets’, you’ll get about 650K results. This topic is quite popular for at least one reason: users want the synergy of the CRM tool and spreadsheets. Of course, nobody wants to spend hours moving data from one tool to another. There are a few automated solutions for this. Coupler.io is one of those and it definitely deserves your attention. Why? Read on to find it out!
Why would I need to integrate data from HubSpot CRM into Google Sheets?
CRM tools help organize the sales pipeline. With HubSpot CRM, you can track your deals, monitor the performance of your employees, and more. Some even claim that this free tool can spare you from using a spreadsheet! Just take a look at the dashboard it provides:
The problem is that custom reports and custom dashboards are not free. The Reporting Add-on costs $200 monthly and it’s unlikely that small business owners can afford it. At the same time, with Google Sheets, you can build a similar dashboard (or even better!) and save your money. We’ll show you a hands-on use case later. But first, you need to export your data from HubSpot to spreadsheets. This can be done in a couple of minutes with no coding skills required.
How to export data from HubSpot CRM to Google Sheets
Coupler.io is a Google Sheets add-on that connects different tools to Google Sheets. You need to install the add-on and set up a dedicated importer for Hubspot, which will import the specified data.
Install Coupler.io from G Suite Marketplace via this link.
Click Install, then choose your Google account and grant Coupler.io the rights required to enable data importing:
For more information about the add-on and available integrations, please visit the Coupler.io home page.
Setting up an importer
An importer is an integration that connects Google Sheets to a specific app. In our case, this is HubSpot. Open Coupler.io in the Add-ons tab:
On the right-hand side of your spreadsheet, you’ll see the Coupler.io dashboard with the +Add Importer button readily noticeable. Click on it and set up the importer by filling in the required fields:
Title – Add the name of your data source. For example, HubSpot Deals, Contacts, etc.
Sheet Name – Add the name of the sheet where you will import your data. Coupler.io will generate a random name here, such as “
hubspot k5p3keg4,” but you can specify any name you like.
Re-import automatically – Pick the schedule for when you want Coupler.io to update data in your spreadsheet. If you choose ‘Never,’ you’ll have to run the importer manually every time you want to update your data.
Importing Entity – Pick a HubSpot entity (Deals, Contacts, or Companies) from which the information will be imported.
The Settings field allows you to choose a data import mode: replace or append, as well as specify a start cell where the data will be imported. For more information on this refer to Coupler.io knowledge base.
Once you’ve filled in all the required fields, click Connect and grant the requested access to connect your HubSpot account (data source) to Coupler.io.
At the end, click on the Add Importer button. After that, run your HubSpot importer to move data to a spreadsheet. Simple and fast, isn’t it?
Use cases of exporting HubSpot data to Google Sheets
In our blog post about syncing Pipedrive and Google Sheets, we built an advanced performance monitor for the Pipedrive database. What if we update it for HubSpot and add a few charts like the following?
First, of course, you need to use Coupler.io to import data from HubSpot to Google Sheets. For the dashboard above, we pulled information about Deals.
Check out formulas and calculations of the dashboard with this ready-to-use template. You can download and adjust it for the need of your project. Also, feel free to share your ideas and feedback in the comments section.
To wrap up
The idea of this blog post is that HubSpot and Google Sheets can be a good match. If you use one tool, this doesn’t mean that you should abandon the other. At some point, you will need more than HubSpot can provide and you’ll realize that spreadsheets can do the job. And what about Coupler.io? This add-on will come in handy to export data to Google Sheets fast and easily.