How to Import Contracts Data from HubSpot into Google Sheets

Managing contract data is crucial for tracking business relationships and revenue. But constantly exporting HubSpot Contracts data to Google Sheets is time-consuming and error-prone.

This guide shows you how to create a live connection between HubSpot and Google Sheets that automatically updates your contract data, saving you hours of manual work.

Step-by-Step Guide to Import HubSpot Contracts 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 Google Workspace Marketplace
4. Once installed, click 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 authentication prompts to connect your HubSpot account

Step 2: Import Contracts Data from HubSpot

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

1. In the Coefficient sidebar, select “Import from Objects”
2. From the list of available objects, find and select “Contracts”
3. Choose the specific fields you want to import (e.g., contract name, amount, start date, end date, status)
4. Apply any filters if needed (e.g., only active contracts or contracts above a certain value)
5. Click “Import” to bring your Contracts data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

To keep your data fresh without manual updates:

1. Click on the “⋮” (three dots) menu 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 automatic updates

That’s it! Your HubSpot Contracts data is now in Google Sheets and will stay updated according to your schedule. You can now create custom reports, charts, and dashboards using this data.

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:

Frequently Asked Questions

By following this guide, you can seamlessly integrate your HubSpot Contracts data with Google Sheets, enabling better analysis, reporting, and collaboration. Coefficient’s auto-refresh capabilities ensure your data stays current without manual intervention, saving you time and reducing errors.

For more information on connecting HubSpot with Google Sheets, check out our 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