The fastest way to pull CRM data into your spreadsheet
HubSpot & Salesforce data. One native Google Sheets formula away.
HubSpot & Salesforce Formulas for Google Sheets
Now you can access HubSpot and Salesforce data directly in your spreadsheet with native formulas. Search, filter, and look up records using simple functions like =salesforce_lookup() or =hubspot_search(). No exports. No copy/paste.
Live CRM filters—built into your formulas.
Slice, filter, and segment Salesforce and HubSpot data with a formula like =salesforce_search(). No apps, no APIs—just logic, live inside your spreadsheet.
One formula syntax for your two fav CRMs
Whether you’re working in HubSpot or Salesforce, your spreadsheet becomes the gateway. Use the same structure to pull in deals, contacts, or company data—live and fully customizable.
Pipeline questions? Just ask your sheet.
Use a formula like =salesforce_report_search() to instantly surface Closed Won deals, high-value opps, or anything your exec throws at you—without switching tabs or tools.
Instant contact lists from your CRM—just one formula.
Pull phone numbers, names, and more straight from HubSpot or Salesforce using formulas like =hubspot_lookup(). No exports. No manual formatting. Just a call-ready list built inside Sheets.
More ways to use Salesforce and HubSpot formulas.
Grab the playbook below for real examples you can test.