HubSpot offers built-in reporting tools to help users glean insights from their marketing and sales data. Despite this, HubSpot’s reporting interface is cumbersome and difficult to customize.
This prevents users from deriving insights from their CRM data. And that’s why so many users leverage spreadsheets to analyze their HubSpot data.
However, exporting HubSpot data into spreadsheets is a time-consuming process, filled with copy-paste drudgery.
But don’t fret — we’ve collected some of the easiest ways to export HubSpot data into Google Sheets in this blog.
Here’s how to export HubSpot data into Google Sheets without the hassle, based on three free methods.
Why Export HubSpot Data into Google Sheets?
Although HubSpot has a suite of reporting tools, many SalesOps users prefer the flexibility of spreadsheets to manipulate and visualize CRM data.
By exporting HubSpot data into Google Sheets, SalesOps users can realize a number of benefits, including:
- Enhanced data analysis. Google Sheets offers native data analysis tools that are powerful but pliable, including charts, graphs, and pivot tables. SalesOps users combine these tools with HubSpot data to generate valuable insights into customer behavior, marketing efforts, and sales performance.
- Increased efficiency. Instead of manually entering, copying, and pasting data into your spreadsheets, export thousands of columns and rows with just a few steps, depending on your chosen method.
- Easy collaboration. With HubSpot data in Google Sheets, your SalesOps and RevOps teams can easily access and work on the same data, improving collaboration and productivity.
- Flexibility. You can mix the malleability of spreadsheets with your HubSpot data to customize your analysis. Create custom reports, combine datasets, and tailor the data to your specific needs.
These benefits will allow you to unlock the full potential of your HubSpot data, so you can produce more incisive insights.
Top 3 Methods: Exporting HubSpot Data into Google Sheets
Method 1: Coefficient
Coefficient is the quickest and easiest way to export HubSpot data into Google Sheets. Follow the guide below to export HubSpot data using Coefficient.
Start by installing Coefficient to your Google Sheets account.
Click on the Extensions menu tab on Google Sheets and select Add-ons from the dropdown menu, then Get add-ons.
Look for Coefficient in the Google Marketplace pop-up window and install the app by following the prompts.
Once it’s done, you’ll receive a prompt confirming successful installation.
Navigate back to the Extensions menu tab and launch Coefficient from there.
You should see Coefficient running as a Google Sheets side panel on the right side of your screen.
Click the Import… option in the Coefficient side pane and select HubSpot as your data source.
Go through all the directions and prompts to connect your HubSpot account to Google Sheets.
Once connected, select whether to import HubSpot data From Objects & Fields, From Library (saved previous imports and settings), or Pre-built dashboards.
If you pull HubSpot data from objects and fields, select the objects you want to include in your import.
Next, select the fields to add before importing HubSpot data.
You can also set up filters and sort options to specify and organize the HubSpot data you wish to import into Google Sheets.
You can also specify the row limit and import name, so you can easily find it after adding it to the Import library.
When you click Import, the data you want to export from HubSpot should auto-populate your Google spreadsheet like this:
Coefficient lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule.
This way, you won’t need to manually update your HubSpot data in Google Sheets to reflect changes from the source.
You can also export your HubSpot data from Google Sheets to other platforms, such as Salesforce.
For an in-depth rundown of the process above, read our blog on how to export data from HubSpot to Google Sheets.
Method 2: HubSpot’s Manual Export Tools
Here’s another method for exporting HubSpot data into Google Sheets.
You can manually export your HubSpot records, content, and data as CSV files. Then, you can open the CSV file using Google Sheets.
The content, data, and records you can export from HubSpot include the following:
- Posts, pages, and templates
- Files tool
- URL redirects
- Sitemap
- Knowledge base
- Traffic and campaign analytics, including events data
- Prospects data
- Workflows
- Reports and dashboards
- Marketing email analytics data
- Calls-to-action analytics data
- Page and blog analytics data
- HubSpot CRM lists
- Contacts, companies, deals, and tickets
- Tasks
- Properties
- Quotes
- Sales documents
- Products
- Marketing data and content such as ads campaign data, published social posts, and form submissions data
- Customer feedback
- Sync status data
- Account data
- Records such as calls, contacts, deals, companies, payments, tickets, and custom objects
To export a CSV in HubSpot, navigate to the data you want to export. Use the Actions button and Export options to start your export.
Go through the prompts to set up your export, and choose CSV for the file format.
Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.
After HubSpot is done processing your export, you’ll receive the download link in your email.
Download the file using the link and open the document in Google Sheets.
HubSpot limits the size of the file you can export at one time. If you don’t receive your export file, it is likely because it is larger than the limit.
While this manual data exporting method is relatively easy, it can be time-consuming and tedious.
Method 3: Built-In HubSpot Workflows
You can use the Update data in a Google Sheet or Create Google Sheet row actions to send data from your HubSpot properties to your Google spreadsheet.
For instance, you can harness this action to export HubSpot contacts data from your new leads to your Google sheet for your sales outreach teams.
Below are the basic steps for using the Workflows feature to export data from HubSpot to Google Sheets.
First, you’ll need to set up a Google Sheets to HubSpot connection within a workflow or through the App Marketplace.
Go to Automations > Workflows on your HubSpot account page.
Add your desired action in the Workflow Editor by clicking the plus (+) icon.
Select Create Google Sheet row in the actions panel.
Then, select the specific spreadsheet you want to export your HubSpot data to. You will also need to include the columns you want to send your data to, and the properties you want to send data from.
Click Save when you’re done. Your workflows should start running and will export or update the Google Sheet rows you specified.
Although the HubSpot Google Sheets integration is pretty straightforward, it requires a lot of prerequisites before you can create your workflows.
For example, you must set up your spreadsheet to have column headers.
You must also label each column header so HubSpot can detect and send data since it can’t export data to unlabeled columns.
Manually adding data to the spreadsheet in your Workflows can also lead to errors and ensure matching values, among other limitations.
Streamline Your HubSpot Data Exports to Google Sheets
Coefficient is an easy-to-use solution that requires little to no technical setup and allows you to seamlessly transfer data from HubSpot to Sheets with just a few clicks.
Coefficient eliminates manual data exporting and syncing, so you can work with real-time data in Google Sheets and build custom HubSpot reports while accelerating your work.
Try Coefficient for free to explore its benefits and see how it can make your life easier.
