Google Sheets makes an excellent bridge for getting HubSpot deal pipeline data into Google Data Studio. This approach gives you more flexibility than native connectors and lets you transform data before visualization.
You’ll learn how to export deal data, enhance it with associations, and set up automatic updates for real-time pipeline reporting.
Export deal pipeline data with enhanced associations using Coefficient
CoefficientHubSpotexcels at pullingdeal pipeline data with all the context you need for meaningful analysis. You can include associated companies and contacts, apply pipeline-specific filters, and choose exactly which properties to export.
How to make it work
Step 1. Import deal data with pipeline-specific fields.
Open Coefficient in Google Sheets and select “Deals” from your HubSpot connection. Choose pipeline-specific fields like deal stage, pipeline name, amount, close date, deal owner, and any custom properties. Use filters to focus on specific pipelines or date ranges.
Step 2. Add associated company and contact data.
Use Coefficient’s association handling to pull related companies and contacts. Choose your display format: Primary Association for single records, Comma Separated for multiple values, or Row Expanded for detailed analysis. This provides richer context for pipeline analysis.
Step 3. Configure automatic updates with historical tracking.
Set up scheduled refreshes to maintain real-time data sync. Enable Formula Auto Fill Down to preserve any calculations when new deals are added. Use the Snapshots feature to capture historical pipeline states for trend analysis.
Step 4. Connect to Google Data Studio for visualization.
Add your Google Sheets as a data source in Data Studio. Your deal pipeline data updates automatically based on Coefficient’s refresh schedule. Create funnel visualizations, conversion metrics, and pipeline velocity reports with the enriched data.
Transform your pipeline reporting today
Start buildingThe Google Sheets bridge approach lets you transform and enrich deal data before visualization, something direct connectors often struggle with. You can add calculated fields, combine multiple pipelines, and merge data from different HubSpot portals.your enhanced pipeline reports now.