How to Import HubSpot Clients Data into Google Sheets

Managing client data in HubSpot is essential, but analyzing that data in Google Sheets offers greater flexibility for custom reporting and team collaboration. Instead of manual exports that quickly become outdated, you can create a live connection between HubSpot and Google Sheets.

In this guide, you’ll learn how to import your HubSpot Clients data directly into Google Sheets using Coefficient.

Step-by-Step Guide to Import HubSpot Clients 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 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

Step 2: Select and Import Clients Data

After connecting to HubSpot, you’ll need to select the Clients object and configure your import:

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Clients” in the list of available objects
3. Choose the specific properties (columns) you want to import
4. Apply any filters to narrow down the data if needed
5. Select the destination in your spreadsheet where you want the data to appear
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your data stays up-to-date, you can set up automatic refreshes:

1. In the Coefficient sidebar, click on the “Automations” tab
2. Select “Schedule Refresh” for your imported HubSpot Clients data
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Optionally, set up email or Slack notifications for when the data refreshes
5. Click “Save” to activate the auto-refresh schedule

Available HubSpot Objects and Data Types

HubSpot offers a wide range of objects that you can import into Google Sheets using Coefficient. Here’s a comprehensive list of what’s available:

Frequently Asked Questions

By following this guide, you can easily import your HubSpot Clients data into Google Sheets using Coefficient. This integration allows you to analyze client information more effectively, create custom reports, and share insights with your team—all while maintaining a live connection to your HubSpot data.

With automatic refresh capabilities, you’ll never have to worry about working with outdated information again. Start leveraging the power of your HubSpot Clients data in Google Sheets today!