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.

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

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

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

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.

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 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!