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HubSpot Export Data to Google Sheets and Other Exporting Options

HubSpot allows you to export different data in two formats: CSV or Excel (XLS or XLSX). At the same time, many users also want to export HubSpot to Google Sheets – Google returns about 650K results for this keyword. Why? This topic is quite popular for at least one reason: users want the synergy of the CRM tool and spreadsheets. Read on to find it out how you can export HubSpot to Google Sheets, as well as explore HubSpot’s native exporting capabilities. 

What data can you export from HubSpot?

Here is a list of data entities and their formats that you can export from HubSpot: 

  • Contacts
    • Contacts (CSV, Excel, Google Sheets)
    • Companies (CSV, Excel, Google Sheets)
    • Lists (CSV, Excel)
  • Marketing
    • Ads (CSV, Excel)
    • Emails (CSV, Excel)
    • Website (CSV, Excel)
    • Files and templates (CSV, Excel)
    • Lead capture (CSV, Excel)
  • Sales
    • Deals (CSV, Excel, Google Sheets)
    • Products (CSV, Excel, Google Sheets)
    • Quotes (PDF only)
  • Service
    • Tickets (CSV, Excel)
  • Automation
    • Workflows (CSV, PNG)
  • Reports
    • Standard and custom reports (CSV, Excel)
    • Analytics (CSV, Excel)

What data you cannot export from HubSpot

Export of conversations, as well as tasks, from HubSpot is not supported. This functionality is not currently planned, although users have requested it in the HubSpot Community.  

Can you export HubSpot to Google Sheets?

Yes, you can! And you don’t even have to first export HubSpot records as a CSV file and then import it to Google Sheets. There is a ready-to-use HubSpot Google Sheets integration designed by Coupler.io – an importing tool to connect different data sources to Google Sheets. It lets you pull specific entities from your HubSpot account and even schedule your data exports. 

How to import information from HubSpot to Google Sheets

Sign in to Coupler.io and click the Add importer button. 

This will open a boilerplate of an importer, based on which you’ll set up your HubSpot to Google Sheets integration. Name it whatever you want.

Then complete these three steps:

  1. Set up Source
  2. Set up Destination
  3. Set up Schedule

Set up your HubSpot integration with Google Sheets

Step 1: Source

  • Application – select HubSpot as the source application. Click Continue.
  • Source account – add your HubSpot account to connect. Click Connect and log in to HubSpot. Click Continue
  • Data entity – choose the data you want to export:
    • Deals
    • Contacts
    • Companies
    • Products
    • Line items

Click Proceed to Destination Settings.

Step 2: Destination

  • Destination account – add your Google account to connect. Click Connect and log in to Google. Click Continue
  • Spreadsheet – select the spreadsheet and sheet to import data to. 

If you want to use optional parameters, Cell address and Import mode, click Continue. Otherwise, click Proceed to Schedule Settings.

You can easily change the destination app, for example, HubSpot to Excel.

Step 3: Schedule

Here you can configure the schedule for automatic data imports. For example, information about your HubSpot deals will be updated every day or every week. To do this, toggle on the Automatic data refresh and customize the schedule:

  • Interval
  • Days of week
  • Time preferences
  • Time zone

When ready, click Save and Run. After that you’ll see the details of your HubSpot data export. 

To see the data, click the Open button, and the spreadsheet with your HubSpot records will open in a separate tab in your browser.

Use case of exporting HubSpot data to Google Sheets using the add-on

The workflow above lets you export HubSpot data right in your browser. However, if you’re in your spreadsheet, you can transfer the data right there using the benefit of the Coupler.io add-on. You can install it from Google Workspace Marketplace  and find in the Add-ons menu of your Google Sheets doc. Then complete the same steps as above to export HubSpot to Google Sheets. Here is what it will look like:

Coupler.io is the most convenient way to export HubSpot data to Google Sheets. However, it only allows you to pull information about deals, contacts, companies, products, and line items.  

In addition to HubSpot, Coupler.io provides you with other Google Sheets integrations, including Pipedrive, Xero, Trello, and so on. 

If you want to explore other ways to export HubSpot data, check out the following section.

How to export data from HubSpot CRM

Exporting data from HubSpot has the following logic:

  • Choose the data entity
  • Find the magic “Export” button 
  • Wait until HubSpot prepares the exporting file
  • Download a CSV/Excel file from the provided link 

This looks easy, but in practice you may face hardships during the workflow. For example, export of products and export of contacts from HubSpot are quite different. So, the following guide should bring benefits for all HubSpot users.

Can you export all data from HubSpot at once?

There is no button to export all data including deals, reports, etc. However, you can export all of your files from HubSpot. To do this, go to Marketing => Files and Templates => Files.

Now click Export all files (ZIP) – you’ll need to select an email address to receive a link to download them. Click Export to confirm your action.

How to export contacts from HubSpot

HubSpot allows you to export contacts either as CSV or Excel. Go to Contacts => Contacts

Click Table actions and select Export view. 

Now you need to:

  • Choose the file format (CSV, XLS, or XLSX)
  • Select the Export all emails for selected contacts checkbox if necessary – this will include all email addresses associated with your contacts in the export file
  • Select which properties to include: all or the properties in columns

Click Export and wait for a link to download the export file. In a similar fashion, you can export information about companies.

If you want to export a list of contacts and their property values, the workflow is a bit different.

Export list of contacts data from HubSpot

Go to Contacts => Lists. Select the list of contacts you want to export, and click More => Export.

In the next page, select properties (columns) that will be exported and click Next.

Then select the export file format and click Export.

Once your export file is available, you can download it to your device.

How to export data from HubSpot sales

The only exportable data entity in HubSpot sales is deals. Export of HubSpot deals is almost the same as export of Contacts:

  1. Go to Sales => Deals
  2. Click Board actions => Export view
  3. Choose the file format (CSV, XLS, or XLSX) and select properties. Click Export.
  4. Download the export file using the provided link.

And what about exporting products? Since they are not present in the Sales tab, how can you export this data?

HubSpot products data export 

Go to Settings => Objects => Products & Quotes

Then select the products you want to export data about and click Export.

The next steps you already know:

  • Choose the file format (CSV, XLS, or XLSX) and click Export.
  • Download the export file using the provided link.

Export data custom reports from HubSpot

Reports are another valuable data entity that you can export from HubSpot. All you need to do is:

  • Go to Reports => Reports
  • Select the raw data or custom report you want to export and click Actions
  • Choose Export from the drop-down menu
  • Add a name to your report and select the export format
  • Click Export and download the export file when the link is available

Export HubSpot workflows and their images

If you go to Automation => Workflows, you’ll be able to export your workflows data as a CSV file or even as an image file for a separate workflow! For CSV, you need to find the Export workflows button and click on it. The CSV file with the information about all your workflows will start downloading immediately. 

If you need an image of a particular workflow, you need to click on the chosen workflow. On the next page, click More => Export.

Confirm your action by clicking Export to download an image to your computer.

Other historical data you can export from HubSpot 

HubSpot marketing data includes CTAs and Forms, which you can easily export. The workflow is mostly the same:

  • Go to Marketing => Lead Capture => CTAs (or Forms)
  • Filter the data by Type, Campaign (Team for Forms), and Date Range
  • Click Export Data => select file format
  • Click Export and download the export file when the link is available

To wrap up: why would I need to integrate data from HubSpot CRM into Google Sheets?

CRM tools help you 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.

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. Good luck with your data!

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