Harnessing the power of Google Sheets within HubSpot dashboards brings a new level of efficiency and clarity to your data analysis and reporting.
Whether it’s tracking sales performance, monitoring marketing campaigns, or managing customer data, this integration offers a seamless solution for your data-driven tasks.
In this guide, you’ll learn the step-by-step process to embed Google Sheets charts into a HubSpot dashboard.
Let’s dive in!
Why Embed Google Sheets into a HubSpot Dashboard?
Embedding Google Sheets into HubSpot enables you to view live, interactive charts alongside your HubSpot reports.
This integration is a boon for professionals using HubSpot’s various hubs like Marketing, Sales, Service, Operations, and CMS.
Note: In this guide, we are using a pre-existing chart created in Google Sheets. This approach assumes you have already set up your chart with the relevant data for your project.
Step-by-Step Guide to Embedding Google Sheets into HubSpot
Prepare Your Google Chart
Create a chart in Google Sheets.
Click the ‘…’ icon on the chart corner and select ‘Publish chart’.
Ensure ‘Interactive’ is selected under the ‘Link’ tab.
Tick ‘Automatically republish when changes are made’.
Click ‘Publish’.
Select ‘OK’ from the dialogue box.
Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.
Get Started
Copy the embed link.
Embed in HubSpot Dashboard
Log into your HubSpot account and navigate to Reporting > Dashboards.Select the dashboard where you wish to add the chart.
Click Actions in the upper right, then choose ‘Add external content’.
Insert the copied Google Sheets link and click ‘Add’.
View the chart on your dashboard, which is now live and interactive.
Troubleshooting Common Issues
Ensure the Google Sheet’s sharing settings allow for external viewing. The URL should begin with http:// or https://.
If issues persist, check if the content source provides a specific embed code or link for sharing.
Conclusion
Integrating live, interactive Google Sheets charts into HubSpot dashboards is a business game-changer. It brings data visibility to the forefront, aiding in more strategic and informed decision-making across various departments.
