Category: HubSpot

How to consolidate multiple sales reports into one unified dashboard view

HubSpotYou can consolidate multiple sales reports into one unified dashboard by importing all yourdata into a single spreadsheet and using formulas to create cross-object calculations that native reporting can’t handle.

This approach eliminates the need to switch between contact reports, deal reports, and activity analytics. Instead, you’ll have one master dashboard that updates automatically.

Create a unified sales dashboard using Coefficient

CoefficientHubSpotsolves the fragmentation problem by importing data from multipleobjects simultaneously into one spreadsheet. While HubSpot forces you to view contacts, deals, and activities separately, Coefficient lets you combine all this data for true consolidated reporting.

How to make it work

Step 1. Import data from multiple HubSpot objects.

Set up separate imports for Contacts, Deals, Activities, and any custom objects you need. Use Coefficient’s scheduling feature to refresh all imports at the same time (like daily at 8 AM) so your data stays synchronized across all objects.

Step 2. Create cross-object calculations.

Use spreadsheet formulas to calculate metrics that span multiple objects. For example, combine deal revenue with activity counts using =SUMIF(deal_owner,rep_name,deal_amount)/COUNTIF(activity_owner,rep_name). This gives you revenue per activity ratios that HubSpot can’t calculate natively.

Step 3. Build a master dashboard tab.

Create a summary tab that pulls data from your import tabs using VLOOKUP, INDEX/MATCH, or QUERY functions. Structure it with MQLs, SQLs, opportunities, closed deals, and activity metrics all in one view. Add conditional formatting to highlight performance trends.

Step 4. Set up automated refresh schedules.

Configure all your imports to refresh on the same schedule so your unified dashboard always shows current, synchronized data. You can also add Slack alerts when key metrics change significantly.

Get your unified sales view running today

Start buildingThis consolidated approach gives you executive-level visibility that HubSpot’s native reports simply can’t provide. You’ll see MQLs, pipeline, activities, and outcomes in one cohesive view that updates automatically.your unified sales dashboard today.

How to convert Excel spreadsheets with SQL connections into HubSpot mobile reports

You can convert Excel spreadsheets with SQL connections into mobile-optimized HubSpot reports by replicating the SQL connections and channeling that data directly into HubSpot’s reporting platform.

This transformation gives field teams native mobile access to the same data with better interactivity and real-time updates.

Replicate SQL connections for HubSpot mobile reports using Coefficient

CoefficientHubSpotprovides a direct pathway to convert Excel spreadsheets with SQL connections into mobile-optimizedreports. Rather than converting the Excel file itself, Coefficient replicates your existing SQL connections and channels that data directly into HubSpot, creating mobile-friendly reports with the same data and refresh schedules.

How to make it work

Step 1. Replicate your SQL queries.

Configure Coefficient to use the same SQL queries that populate your Excel spreadsheets. This ensures data consistency while eliminating the Excel file as a bottleneck in your reporting process.

Step 2. Map Excel structure to HubSpot.

Map your Excel column structures to HubSpot custom properties or objects. Coefficient maintains the same calculation logic and data relationships from your Excel spreadsheets while providing superior mobile accessibility.

Step 3. Establish automated refresh schedules.

Set up scheduled imports to maintain the same refresh frequency as your Excel reports, or improve upon it with more frequent updates. Choose from hourly to monthly refresh intervals based on your field team’s needs.

Step 4. Build mobile-optimized HubSpot reports.

Create native HubSpot reports and dashboards using the imported data. These automatically provide touch-optimized viewing, responsive design for different screen sizes, and offline access to recently viewed reports.

Step 5. Enable interactive features for mobile users.

Set up interactive filtering so mobile users can filter and drill down into data on-the-go. Configure automated alerts for key metric changes and enable easy report sharing through HubSpot’s collaboration tools.

Step 6. Connect with existing HubSpot data.

Link your converted reports with existing contact and deal records for complete context. This integration provides field teams with comprehensive information not available in standalone Excel reports.

Give your field teams dynamic, mobile-optimized reporting

Start convertingThis approach transforms static Excel reports into dynamic, mobile-optimized HubSpot dashboards while maintaining data accuracy and automated refresh capabilities.your Excel reports to mobile-friendly HubSpot dashboards today.

How to create HubSpot custom reports for ad group performance by deal stage

HubSpot can’t natively access Google Ads ad group data or create the complex cross-object calculations needed to analyze ad group performance by deal stage progression.

Here’s how to build comprehensive ad group performance reports that show which ad groups produce deals that move fastest through your pipeline and close at the highest rates.

Build ad group performance reports using Coefficient

HubSpotCoefficienthas no native ad group data storage and can’t join Google Ads metrics with deal stages.provides the solution by connecting both data sources for comprehensive ad group performance reporting across your entire sales funnel.

You’ll get cost per stage calculations, stage conversion rates by ad group, and predictive metrics that help optimize both ad spend and sales processes.

How to make it work

Step 1. Import Google Ads ad group data.

Connect Google Ads via Coefficient and import the Ad Groups report with Ad Group Name, Campaign, Impressions, Clicks, Cost, and Conversions. Apply date filters matching your deal analysis period and schedule hourly refresh for real-time performance data.

Step 2. Import HubSpot deal data.

HubSpotImport Deals fromwith Deal Name, Amount, Current Stage, Stage History, Create Date, and Close Date. Include your custom property for “Original Ad Group” that’s captured via UTM parameters. Pull all deals from paid search sources.

Step 3. Create performance calculations.

Build formulas for Cost per Stage = SUMIF(Ad_Group, “Ad Group Name”, Cost) / COUNTIF(Deal_Stage, “Stage Name”). Calculate Stage Conversion Rate = Deals in Next Stage / Deals in Current Stage. Create Ad Group Revenue by Stage = SUMIFS(Deal_Amount, Ad_Group, “Name”, Stage, “Stage Name”).

Step 4. Build multi-dimensional reports.

Create an Ad Group Performance Matrix with rows for ad groups, columns for deal stages, and values showing count of deals, total revenue, and average deal size. Use conditional formatting to highlight high-performing combinations. Build funnel charts showing ad group performance through stages and calculate drop-off rates between stages by ad group.

Step 5. Add advanced analytics.

Create cohort analysis tracking deal progression by month of creation to compare ad group performance over time. Build predictive metrics calculating expected revenue by ad group based on current pipeline and project close rates using historical ad group performance.

Step 6. Set up automation and alerts.

Schedule daily report refresh at 6 AM and set up Slack alerts for ad groups with deals stuck in stages. Create email reports for your sales team showing their deals by ad group origin and configure alerts for ad groups with declining stage conversion rates.

Optimize ad spend and sales process together

Start buildingThis approach provides granular visibility into which ad groups produce deals that close fastest and identifies ad groups requiring sales process optimization.your ad group performance reports today.

How to create calculated fields in Looker Studio for HubSpot deal stage conversion metrics

While Looker Studio supports calculated fields, creating complex HubSpot deal stage conversion metrics directly in dashboards can be slow and difficult to troubleshoot when formulas don’t work as expected.

You’ll discover how to pre-calculate conversion metrics in Google Sheets first, then connect clean data to Looker Studio for faster-loading dashboards and easier validation.

Pre-calculate deal stage conversions in spreadsheets using Coefficient

CoefficientHubSpotmakes it significantly easier to build complex conversion metrics by importing alldeal data with stage history, then calculating metrics using familiar spreadsheet formulas. This approach lets you test and validate calculations before visualization.

You get more complex logic capabilities than Looker Studio calculated fields, easier troubleshooting when metrics don’t match expectations, and the ability to reference historical snapshots for trend analysis.

How to make it work

Step 1. Import HubSpot deals with stage history data.

Use Coefficient to pull all deal records including current stage, stage history, and associated contact information. Import custom properties that track deal progression and apply filters to segment by time period, sales rep, or deal source for focused analysis.

Step 2. Calculate stage-to-stage conversion rates.

Create conversion formulas like =COUNTIF(stage_column,”Closed Won”)/COUNTIF(stage_column,”Proposal”) to calculate win rates from specific stages. Use =DATEDIF(proposal_date,close_date,”D”) to measure average time between stages. Build velocity metrics with =AVERAGE(IF(stage_column=”Closed Won”,time_in_pipeline)) for array calculations.

Step 3. Build dynamic cohort analyses.

Use Coefficient’s filtering capabilities to create time-based cohorts. Apply formulas like =SUMPRODUCT((MONTH(close_date)=1)*(stage=”Closed Won”))/SUMPRODUCT(MONTH(create_date)=1) to track monthly conversion funnels. Create rolling metrics that automatically update with new data using relative date ranges.

Step 4. Set up automated calculation updates.

Schedule daily imports to capture stage changes automatically. Use Coefficient’s Formula Auto Fill Down feature to apply conversion calculations to new deals as they’re imported. Create alerts via Slack or email when conversion rates drop below thresholds.

Build more reliable conversion tracking

Start creatingPre-calculating metrics in spreadsheets gives you better control, easier validation, and faster dashboard performance than Looker Studio calculated fields alone. You can build complex nested logic and troubleshoot formulas before connecting to visualizations.better conversion metrics with Coefficient today.

How to create mobile-friendly HubSpot dashboards from internal Excel files with SQL queries

You can transform your SQL-based Excel data into mobile-friendly HubSpot dashboards by creating a direct pipeline from your databases to HubSpot’s reporting tools.

This approach gives your field teams native mobile access to live data instead of trying to view Excel files on small screens.

Build a SQL to HubSpot dashboard pipeline using Coefficient

CoefficientHubSpotconnects directly to the SQL databases that power your Excel reports, then automatically populateswith fresh data for dashboard creation. This eliminates static Excel files while maintaining your SQL refresh functionality.

How to make it work

Step 1. Connect to your SQL database.

Configure Coefficient to connect to your SQL database using the same queries that populate your Excel reports. This creates the foundation for your mobile dashboard data pipeline.

Step 2. Map SQL results to HubSpot properties.

Set up field mapping between your SQL query results and HubSpot properties or custom objects. You can handle complex calculations and multiple joins just like your Excel reports do.

Step 3. Schedule automated data refresh.

Set up scheduled imports to ensure dashboard data stays current. Choose from hourly, daily, or weekly refresh schedules based on how often your field teams need updated information.

Step 4. Apply filters for focused dashboards.

Use Coefficient’s filtering capabilities (up to 25 filters with AND/OR logic) to focus dashboard data on specific criteria. This ensures your mobile dashboards show only relevant information for each team or role.

Step 5. Build native HubSpot dashboards.

Create HubSpot reports and dashboards using your imported SQL data. These automatically display properly on mobile devices with touch-optimized navigation and offline access to recently viewed data.

Step 6. Set up automated alerts.

Configure Slack or email notifications when key metrics change. This keeps field teams informed of important updates even when they’re not actively checking dashboards.

Transform your Excel reports into mobile-optimized dashboards

Start buildingThis approach provides superior mobile accessibility compared to Excel files while maintaining your SQL refresh functionality.your mobile-friendly HubSpot dashboards today.

How to Import Onboarding Data from HubSpot into Excel

Managing customer onboarding data in HubSpot is essential for tracking implementation progress, but analyzing this information in Excel provides greater flexibility for reporting and collaboration.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection between HubSpot and Excel.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store and connect to your HubSpot account

  • Step 2:

    Use Coefficient to import Onboarding data from HubSpot into Excel

  • Step 3:

    Configure filters to customize the data you import

  • Step 4:

    Set up auto-refresh to keep your data updated automatically

Step-by-Step Guide to Import HubSpot Onboarding Data into Excel

Step 1: Install Coefficient and Connect to HubSpot

  • Open Excel and go to the Insert tab
  • Click on Get Add-ins
  • Search for “Coefficient” in the Office Add-ins store
  • Click Add to install the Coefficient add-in
  • Once installed, open the Coefficient sidebar and click “Import”
  • Select “HubSpot” from the list of available connectors
  • Log in to your HubSpot account when prompted and authorize Coefficient to access your data
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Onboarding Data

  • In the Coefficient sidebar, select “Import from Objects”
  • Browse or search for “Onboarding” from the list of available objects
  • Select the columns you want to import (you can choose all or specific fields)
  • Apply any filters to narrow down the data (optional)
  • Click “Import” to bring the Onboarding data into your Excel spreadsheet
HubSpot import options showing object & fields selection and access to pre-built dashboards.

Step 3: Set Up Auto-Refresh (Optional but Recommended)

  • With your data imported, click on the “Auto-refresh” button in the Coefficient sidebar
  • Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
  • Set specific times for the refresh to occur
  • Click “Set” to confirm your auto-refresh settings
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Now your HubSpot Onboarding data will be automatically updated in Excel according to your specified schedule, ensuring you always have the most current information for analysis and reporting.

Available HubSpot Objects in Coefficient

Coefficient allows you to import various types of data from HubSpot. Here’s a list of the objects available:

Objects

  • Arr
  • Billing histories
  • Calls
  • Clients
  • Companies
  • Contacts
  • Contracts
  • Custom objects
  • Deal lists
  • Dealers
  • Demos
  • Emails
+19 more

  • Leads
  • Blueprints
  • Carts
  • Company lists
  • Contact lists
  • Communications
  • Credit
  • Deal history
  • Deal split
  • Deals
  • Discounts
  • Employees
+19 more

Frequently Asked Questions

By connecting your HubSpot and Excel using Coefficient, you can streamline your customer onboarding reporting process and ensure your team always has access to the latest data for analysis and decision-making.

How to Import ARR Data from HubSpot into Google Sheets

Tracking your Annual Recurring Revenue (ARR) from HubSpot in Google Sheets gives you the flexibility to analyze revenue trends, create custom reports, and share insights with stakeholders. But manually exporting this data is time-consuming and quickly becomes outdated.

In this guide, you’ll learn how to create a live connection between HubSpot and Google Sheets to import and automatically refresh your ARR data.

TLDR

  • Step 1:

    Install Coefficient from the Google Workspace Marketplace

  • Step 2:

    Connect your HubSpot account to Google Sheets

  • Step 3:

    Import ARR data using Coefficients HubSpot connector

  • Step 4:

    Set up auto-refresh to keep your data updated automatically

Step-by-Step Guide to Import HubSpot ARR Data into Google Sheets

Step 1: Install Coefficient and Connect to HubSpot

First, you’ll need to install the Coefficient add-on and connect it to your HubSpot account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install it from the Google Workspace Marketplace
  4. Once installed, click on Extensions > Coefficient > Launch to open the sidebar
  5. In the sidebar, click “Import Data”
  6. Select “HubSpot” from the list of available connectors
  7. Follow the prompts to authorize and connect your HubSpot account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import ARR Data from HubSpot

Now that you’re connected, you can import your ARR data:

  1. In the Coefficient sidebar, select “Import from HubSpot”
  2. Choose “Objects” as the data type
  3. Select “ARR” from the list of available objects
  4. Choose the specific fields you want to import (e.g., ARR amount, customer name, start date)
  5. Apply any filters if needed to narrow down your data
  6. Click “Import” to bring the data into your Google Sheet
HubSpot import options showing object & fields selection and access to pre-built dashboards.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ARR data stays up-to-date, set up an automatic refresh schedule:

  1. In the Coefficient sidebar, click on the “Automations” tab
  2. Select the imported ARR data
  3. Click “Schedule Refresh”
  4. Choose your preferred frequency (hourly, daily, weekly)
  5. Set the specific time and days for the refresh
  6. Click “Save” to activate the auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your HubSpot ARR data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available HubSpot Objects and Reports in Coefficient

Coefficient allows you to import various types of data from HubSpot. Here’s a list of available objects you can import:

Objects

  • Arr
  • Companies
  • Deals
  • Tickets
  • Marketing emails
  • Quotes
  • Tasks
  • Calls

More Objects

  • Leads
  • Contacts
  • Products
  • Custom objects
  • Marketing campaigns
  • Line items
  • Meetings
  • Notes

Frequently Asked Questions

By following this guide, you can seamlessly import your HubSpot ARR data into Google Sheets using Coefficient. This integration enables you to create custom reports, analyze revenue trends, and share insights with your team—all while ensuring your data stays up-to-date through automatic refreshes.

Start leveraging the power of your HubSpot ARR data in Google Sheets today to make more informed business decisions and streamline your revenue reporting process.

How to Import Calls Data from HubSpot into Google Sheets

Tracking call activities is crucial for sales teams to monitor engagement and follow up with prospects effectively. By importing HubSpot Calls data into Google Sheets, you can analyze call patterns, create custom reports, and share insights with your team.

This guide will show you how to seamlessly connect HubSpot to Google Sheets and import your Calls data for analysis.

TLDR

  • Step 1:

    Install Coefficient from Google Workspace Marketplace

  • Step 2:

    Connect your HubSpot account to Coefficient

  • Step 3:

    Select Calls from the HubSpot objects list

  • Step 4:

    Choose the fields you want to import

  • Step 5:

    Set up auto-refresh to keep your call data current

Step-by-Step Guide to Import HubSpot Calls Data

Step 1: Install Coefficient and Connect to HubSpot

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install it from the Google Workspace Marketplace
  4. Once installed, open Coefficient from the Extensions menu
  5. In the Coefficient sidebar, click “Import Data”
  6. Select “HubSpot” from the list of available connectors
  7. Log in to your HubSpot account and authorize Coefficient to access your data
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Calls Data from HubSpot

  1. In the Coefficient import menu, select “Import from Objects”
  2. From the list of available objects, find and select “Calls”
  3. Choose the specific fields you want to import (e.g., Call Title, Status, Outcome, Duration, Notes, Associated Contact, etc.)
  4. Apply any filters if needed (e.g., calls from a specific time period or with specific outcomes)
  5. Click “Import” to bring your HubSpot Calls data into Google Sheets
HubSpot import options showing object & fields selection and access to pre-built dashboards.

Step 3: Set Up Auto-Refresh (Optional)

  1. To keep your Calls data up-to-date, click on the Coefficient icon in your sheet
  2. Find your imported data and click the “⋮” (three dots) menu
  3. Select “Schedule Refresh”
  4. Choose your preferred refresh frequency (hourly, daily, weekly)
  5. Set the specific time and days for the refresh to occur
  6. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your HubSpot Calls data will automatically update according to your schedule, ensuring you always have the most current information for analysis and reporting.

Analyzing Your HubSpot Calls Data in Google Sheets

Once you’ve imported your Calls data, you can leverage Google Sheets’ functionality to create insightful analyses:

  • Track call volume trends over time with pivot tables and charts
  • Analyze call outcomes by rep to identify coaching opportunities
  • Calculate average call duration and compare against conversion rates
  • Create dashboards that combine call data with other HubSpot metrics

Objects

  • Calls
  • Companies
  • Contacts
  • Deals
  • Tasks
  • Tickets
  • Products
  • Meetings
  • Notes
  • Emails

Additional Objects

  • Leads
  • Billing histories
  • Blueprints
  • Carts
  • Clients
  • Company lists
  • Contact lists
  • Communications
  • Contracts
  • Custom objects

Related Resources

Conclusion

Importing HubSpot Calls data into Google Sheets with Coefficient gives you powerful analytics capabilities that aren’t available in HubSpot’s native interface. By following the steps in this guide, you can create a live connection between your call data and spreadsheets, enabling custom reporting and deeper insights.

With automated refreshes, your call data stays current without manual exports, saving time and ensuring your team always has access to the latest information. Start leveraging this integration today to improve your sales analytics and drive better outcomes from your calling activities.

How to Import Communications Data from HubSpot into Google Sheets

Tracking customer communications is vital for understanding engagement patterns and improving your outreach strategy. By importing HubSpot Communications data into Google Sheets, you can analyze interactions more effectively and share insights across your team.

This guide will show you how to create a live connection between HubSpot and Google Sheets to keep your communications data current and actionable.

TLDR

  • Step 1:

    Install Coefficient from the Google Workspace Marketplace

  • Step 2:

    Connect your HubSpot account to Coefficient

  • Step 3:

    Import Communications data using the HubSpot connector

  • Step 4:

    Set up auto-refresh to keep your data updated automatically

  • Step 5:

    Customize your data view with filters and sorting options

Step-by-Step Guide to Importing HubSpot Communications Data

Step 1: Install Coefficient and Connect to HubSpot

First, you’ll need to install the Coefficient add-on and connect it to your HubSpot account:

  1. Open Google Sheets
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install it from the Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
  6. Select “HubSpot” from the list of available connectors
  7. Follow the authentication prompts to connect your HubSpot account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Communications Data

Now that you’re connected, you can import your Communications data:

  1. In the Coefficient sidebar, select “Import from Objects”
  2. From the list of available objects, find and select “Communications”
  3. Choose the specific fields you want to import (e.g., communication type, timestamp, contact information, content)
  4. Apply any filters to narrow down the data (optional)
  5. Select your destination in the spreadsheet
  6. Click “Import” to bring your Communications data into Google Sheets
HubSpot import options showing object & fields selection and access to pre-built dashboards.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Communications data stays up-to-date:

  1. In the Coefficient sidebar, find your imported data under “Imports”
  2. Click on the three-dot menu next to your Communications import
  3. Select “Schedule Refresh”
  4. Choose your preferred refresh frequency (hourly, daily, weekly)
  5. Set specific times for the refresh to occur
  6. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your HubSpot Communications data will automatically update according to your schedule, ensuring you always have the most current information for analysis and reporting.

Customizing Your HubSpot Communications Data

Once your data is imported, you can leverage Google Sheets’ functionality to analyze it effectively:

  • Create pivot tables to summarize communication trends by type, date, or contact
  • Build charts to visualize communication patterns over time
  • Use formulas to calculate response rates or engagement metrics
  • Set up conditional formatting to highlight priority communications

The combination of live HubSpot data and Google Sheets’ analytical capabilities gives you powerful insights into your customer communications.

Objects

  • Communications
  • Companies
  • Deals
  • Products
  • Marketing Emails
  • Tasks
  • Calls

Additional Objects

  • Leads
  • Contacts
  • Tickets
  • Line Items
  • Forms
  • Meetings
  • Notes

Related Resources

Conclusion

Importing HubSpot Communications data into Google Sheets with Coefficient gives you a powerful way to analyze customer interactions and derive actionable insights. With automatic data refreshes, you’ll always have the most current information at your fingertips.

By combining HubSpot’s robust communication tracking with Google Sheets’ analytical capabilities, you can better understand engagement patterns, identify trends, and make data-driven decisions to improve your customer communications strategy.

Start importing your HubSpot Communications data today and unlock new possibilities for customer interaction analysis!

How to Import Billing Histories Data from HubSpot into Google Sheets

Tracking billing histories from HubSpot in Google Sheets gives finance and RevOps teams better visibility into customer payments and subscription data. Instead of manual exports that quickly become outdated, you can create a live connection that automatically refreshes.

This guide shows you how to import HubSpot Billing histories directly into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Install Coefficient from the Google Workspace Marketplace

  • Step 2:

    Connect your HubSpot account to Coefficient

  • Step 3:

    Select Billing histories from the HubSpot objects list

  • Step 4:

    Import the data and set up auto-refresh to keep it updated

Step-by-Step Guide to Import HubSpot Billing Histories into Google Sheets

Step 1: Install Coefficient and Connect to HubSpot

First, you’ll need to install the Coefficient add-on and connect it to your HubSpot account:

  1. Open Google Sheets
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install it from the Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
  6. Select “HubSpot” from the list of available connectors
  7. Follow the authentication prompts to connect your HubSpot account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Billing Histories Data

Now that you’re connected to HubSpot, you can import your Billing histories data:

  1. In the Coefficient sidebar, select “Import from Objects”
  2. Browse or search for “Billing histories” in the objects list
  3. Select the specific fields you want to import (e.g., ID, Amount, Date, Customer, Status)
  4. Apply any filters if needed to narrow down the data
  5. Choose where in your spreadsheet you want the data to appear
  6. Click “Import” to bring the data into your Google Sheet
HubSpot import options showing object & fields selection and access to pre-built dashboards.

Step 3: Set Up Auto-Refresh (Optional)

To keep your billing data up-to-date automatically:

  1. Click on the Coefficient icon in your spreadsheet next to your imported data
  2. Select “Schedule Refresh”
  3. Choose your preferred refresh frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

With auto-refresh enabled, your HubSpot billing data will always be current in your Google Sheet without manual updates.

Available HubSpot Objects and Reports in Coefficient

Coefficient allows you to import various types of data from HubSpot. Here’s a list of available objects you can import:

Objects

  • Arr
  • Billing histories
  • Calls
  • Clients
  • Companies
  • Contacts
  • Contracts
  • Custom objects
  • Deal lists
  • Dealers
  • Demos
  • Emails

More Objects

  • Leads
  • Blueprints
  • Carts
  • Company lists
  • Contact lists
  • Communications
  • Credit
  • Deal history
  • Deal split
  • Deals
  • Discounts
  • Employees

Frequently Asked Questions

By following this guide, you can seamlessly integrate your HubSpot Billing histories data with Google Sheets, enabling better financial tracking and analysis. Coefficient’s auto-refresh capabilities ensure your data stays current, eliminating the need for manual exports and updates.

connecting HubSpot to Google Sheetsuploading data to HubSpotFor more information on connecting HubSpot with Google Sheets, check out our related resources onand.