)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Pulling HubSpot deals and associated line items into Google Sheets automatically requires handling complex object relationships while maintaining data freshness. Manual approaches break down when you need reliable, ongoing access to both deal and product data.
Here’s how to set up seamless automation that preserves deal-to-line-item relationships and keeps your Google Sheets current with HubSpot data.
Automate deal and line item imports using Coefficient
Coefficient specializes in this exact use case, providing seamless automation for deal and line item data sync from HubSpot to Google Sheets. The solution handles complex object relationships automatically while maintaining data freshness through scheduled updates.
How to make it work
Step 1. Install and connect to HubSpot.
Add Coefficient to your Google Sheets and establish connection to HubSpot through the Connected Sources menu. Ensure proper permissions for accessing both deal and line item objects, which may require Super Admin access for initial setup.
Step 2. Configure deal import with relevant fields.
Create a new import for HubSpot deals, selecting fields like deal name, amount, stage, close date, and owner. Apply filters to focus on active deals or specific pipelines as needed, using up to 25 filters across 5 filter groups for precise data selection.
Step 3. Set up line item integration with association handling.
Create a second import for line item objects, ensuring the deal ID field is included to maintain associations. Configure Coefficient’s association handling to properly link line items with their parent deals automatically.
Step 4. Choose optimal display format for your analysis.
Select “Row Expanded” association display to show each line item as a separate row with deal information included, or use “Comma Separated” for condensed views depending on your analysis needs. This flexibility supports different reporting requirements.
Step 5. Enable automatic refresh scheduling.
Schedule imports to run automatically hourly, daily, or weekly, ensuring your Google Sheets always reflects current HubSpot data without manual intervention. This eliminates the need for manual data pulling while maintaining accuracy.
Step 6. Optimize data structure for analysis.
Use Coefficient’s field mapping to organize data logically, placing deal information alongside corresponding line item details. This creates a structured foundation for sales analysis and revenue reporting in Google Sheets.
Start automating your HubSpot data today
Automated imports eliminate manual data pulling while preserving the complex relationships between deals and line items that are essential for comprehensive analysis. Get started with Coefficient to create reliable, ongoing access to your complete HubSpot dataset.
