While HubSpot is a goldmine of information on every customer interaction, it might be more convenient to analyze your data outside of this CRM app. For example, if you choose to do this in Looker Studio, you can create advanced visualizations and combine your HubSpot data with customer information collected from other apps.
This article explores different ways to connect HubSpot to Looker Studio and get your data ready for analysis. We also discuss each method’s pros and cons so that you can choose what is best for you.
If you are ready to seamlessly connect HubSpot with Looker Studio to get a clear picture of your customers’ journey, let’s get started!
Benefits of connecting HubSpot and Looker Studio
HubSpot and Looker Studio are outstanding tools for any marketer or business professional. Connecting these two can result in a powerhouse of visualized data that can help you analyze your information better and derive valuable insights.
Here are a few benefits of connecting HubSpot and Looker Studio.
- Unified data view. You can visualize all your data in one place. With Looker Studio’s advanced data visualization capabilities, you’ll easily spot trends, patterns, and opportunities that could otherwise slip unnoticed.
- Optimized ROI. Combined data gives you a holistic view of your customers’ journey. You will have a blueprint of their needs and wants, guiding you to craft effective marketing strategies leading to better customer satisfaction and improved conversions.
- Customized reporting. Looker Studio allows you to create customized reports based on the specific KPIs that matter to your business. With HubSpot data in the mix, you can create detailed reports on everything from campaign performance to customer engagement based on your needs.
Now, let’s dive into the next section and discuss different ways to connect HubSpot and Looker Studio.
Methods to connect HubSpot and Looker Studio
There are different ways to connect HubSpot to Looker Studio, including building a connection programmatically via an API.
In this article, we will explore two of the most popular methods – transferring data from HubSpot to Looker Studio manually and automatically with the help of a third-party tool. Before moving on to the step-by-step guides for each method, let’s summarize their pros and cons.
Transferring HubSpot data manually
Strictly speaking, with this method, you don’t create a connection between HubSpot and Looker Studio. However, it’s a simple and free way to get your data from one app into the other. The process for manual data transfer is pretty straightforward: you simply download data from HubSpot as a CSV file and upload it to Looker Studio.
While this free option gives you full control, this manual process takes up a lot of time, especially if you need to export a lot of data regularly. If you want to keep your visualization in Looker Studio up to date, you will need to continue exporting-importing fresh data again and again. This can be rather tedious, and you can’t build a live dashboard with this method.
As your business grows, transferring data manually can be a blocker for scalability.
Exporting data automatically with a third-party tool
When you connect the two apps automatically, you can easily overcome the limitations of the manual method. It’s almost like set-it-and-forget-it – you create an automated connection once, and then you can import data from HubSpot to Looker Studio simply by pressing a button. Or, depending on the third-party tool you choose, you may not even need to press it.
For example, if you use Coupler.io to connect the two apps, you can turn on scheduled updates. This means your HubSpot data will be regularly sent to Looker Studio automatically on a schedule. And all this with no manual effort at all.
The downside of this method is that it’s not free, unlike manual data transfer. On the other hand, automation saves you a lot of time and improves efficiency, which allows you to optimize costs as well.
Now, let’s take a closer look at each one of these methods. We start with the automated one, as it’s the most convenient way to connect the two apps.
How to connect HubSpot to Looker Studio automatically with a third-party app?
By automatically connecting HubSpot to Looker Studio, you can save the time, resources, and nerves of your team. They no longer have to spend hours exporting and importing CSV files or double-checking data for errors.
Although an automated connection can be built via an API, using a third-party tool is a more convenient option, especially for business users with no tech background. In this example, we explain how you can connect HubSpot to Looker Studio with the help of Coupler.io, a popular and user-friendly solution.
Coupler.io is an all-in-one data analytics and automation platform that can help you gather, transform, and understand your data. Apart from HubSpot, it supports 70+ other business applications, including Salesforce, Pipedrive, Airtable, Google Calendar, GA4, Shopify, and WooCommerce. Coupler.io can automatically transfer data to destinations like Looker Studio, PowerBI, Tableau, Google Sheets, and others.
Apart from that, Coupler.io allows you to set up a Custom Schedule for refreshing data automatically at regular intervals. It also offers powerful ETL functionality – you can use the Transform module to blend data from different sources, calculate custom metrics, and more.
Now, let’s see how to connect HubSpot to Looker Studio automatically and channel fresh data into your live dashboard. With Coupler.io, you can do it in two ways.
Option 1. Visualize your HubSpot data in Looker Studio in 2 minutes with an automated template
With the automated HubSpot dashboard, you no longer have to spend hours figuring out which chart or table is best for the data. The template already has the right visual elements that can organize your HubSpot data, making it easy to make data-driven decisions. In particular, you can check who your best agents are, how the key metrics shape up over time, which sources drive revenue, and so on.
As this is an automated template, all you need to do is plug in your HubSpot and Looker Studio accounts. All the settings are already pre-selected, so your data will be transferred and visualized automatically. Moreover, Coupler.io will automatically keep your dashboard up to date. So, it’s a really fast and effortless way to create a self-updating dashboard.
This HubSpot dashboard template is free. Grab it and get a copy with your data in just a few minutes.
Here is how you can build a HubSpot CRM Dashboard in 3 simple steps.
Step 1. Go to the HubSpot CRM Dashboard template and click on the Readme tab. Then, follow the instructions to sign up for Coupler.io and connect your HubSpot account.
Step 2. In the next step, you can preview your HubSpot data.
Step 3. Connect your Looker Studio account and run the importer.
After this, you will get your copy of the HubSpot dashboard. Then, you can start analyzing your data or use Looker Studio’s functionality to customize the dashboard – add or rearrange the blocks, etc.
Here are free sales dashboard templates to visualize your data instantly:
Click the Readme tab of the selected template to see how to use it.
Option 2. Connect HubSpot to Looker Studio and create your dashboard from scratch
In most cases, it’s easier to use an automated template from the method above, populate it with your data, and then customize the dashboard according to your preferences.
However, if you have a very specific idea of what you need and want to visualize your data with the DIY method – you can do this with Coupler.io as well.
Step 1. Extract data
Log in to the Coupler.io account. If you are a new user, sign up on Coupler.io. Now click on ‘Add new importer’ and select the source and destination.
Then, click ‘Add account,’ connect your HubSpot account, and select the data entity you want to export. For example, Deals, Contacts, Companies, etc.
Step 2. Transform data
In the Preview & Transform module, you can check and customize the dataset that will be transferred to Looker Studio based on the source settings.
For instance, you can:
- Hide columns that are not important for the dashboard
- Add, rename, and rearrange columns
- Filter and sort HubSpot data as needed
- Add formula-based columns, calculate custom metrics
- Blend data from different HubSpot accounts or different CRMs into one dataset
Step 3. Manage data
When your dataset is ready, it’s time to transfer it to the destination and start analyzing your data.
Follow the instructions on the screen to connect your Looker Studio account. Then, toggle on the ‘Automatic data refresh’ feature and specify your schedule preferences for extracting fresh HubSpot information.
Then, save and run the importer.
Your data will now be transferred to Looker Studio, which can take a few minutes for large datasets. Preview data fields and press ‘Create report’ in the top right corner.
That’s it! Now, you can start building your dashboard and analyzing your data.
How to connect HubSpot to Looker Studio manually?
The manual transfer method is simple and can be done in a few steps. But, as we already mentioned, it is not exactly a real-time connection between HubSpot and Looker Studio. Nevertheless, it serves the purpose by transferring specific datasets.
Let’s dive into the process step-by-step.
Step 1: Log into your HubSpot account and navigate to the data you want to export (this could be contacts, companies, deals, etc.).
Step 2: Then click on the ‘Export’ button.
Step 3: Now choose CSV as the preferred file format.
You’ll receive a download link in your inbox when the export file is ready. Click on the ‘Download’ button.
Step 4: Once you have the exported CSV file, log in to Looker Studio and click on ‘Data Source’
Step 5: As you are uploading a CSV file, select the ‘File upload’ option from the available data sources.
Step 6: You can upload the file by clicking on the ‘click to upload files.’ Alternatively, you can also drag and drop the file.
Once the file is uploaded, click on the ‘Connect’ button on the top right side of the screen.
Then, click ‘Create report‘.
All the data from the CSV file is now uploaded to Looker Studio, as you can see below, in a table format.
You can customize the report by using different visual elements and data settings.
Despite the simple process, with manual transfer, your data cannot be sent from HubSpot to Looker Studio in real-time. So, you will need to repeat these steps whenever you want to update your report.
Streamline your data analytics & reporting with Coupler.io!
Coupler.io is an all-in-one data analytics and automation platform designed to close the gap between getting data and using its full potential. Gather, transform, understand, and act on data to make better decisions and drive your business forward!
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- Preview, transform, and filter your data before sending it to the destination. Get excited about how easy data analytics can be.
- Access data that is always up to date by enabling refreshing data on a schedule as often as every 15 minutes.
- Visualize your data by loading it to BI tools or exporting it directly to Looker Studio. Making data-driven decisions has never been easier.
- Easily track and improve your business metrics by creating live dashboards on your own or with the help of our experts.
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Analyze your HubSpot data with a Looker Studio dashboard
In this article, we looked at how to connect HubSpot data to Google Looker Studio using two methods.
Manual transfer is a cost-effective solution if you have a smaller dataset and don’t mind spending extra time. But it can be a time-consuming process in the long run as your data visualization won’t be updated automatically.
On the other hand, you can build automated reports using Coupler.io – with an instant dashboard template or building a dashboard from scratch, as you prefer. Both are effective solutions for businesses scaling quickly. Coupler.io seamlessly handles the connection between HubSpot and Looker Studio, making your data instantly available and up-to-date.
Irrespective of the method, Looker Studio can give you invaluable insights to drive your marketing decisions with solid data.Back to Blog