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.

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

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

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

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

Related Resources

• How to Connect HubSpot to Google Sheets
• Export HubSpot Contacts to Excel or Google Sheets
• HubSpot Writebacks: How to Upload Data to HubSpot
• HubSpot for Google Sheets

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.