How to Import HubSpot Custom Objects Data into Google Sheets

HubSpot Custom Objects let you track unique business data that doesn’t fit into standard objects. But analyzing this data often requires exporting it to a spreadsheet for deeper insights.

In this guide, you’ll learn how to import your HubSpot Custom Objects directly into Google Sheets for seamless analysis and reporting.

Step-by-Step Guide to Importing HubSpot Custom Objects

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, click on Extensions > Coefficient > Launch
5. In the Coefficient sidebar, click “Import from…”
6. Select “HubSpot” from the list of available connectors
7. Follow the authentication prompts to connect your HubSpot account

Step 2: Select and Import Custom Objects

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

1. In the Coefficient sidebar, select “Objects” as the data type
2. Scroll through the list of available objects and select “Custom objects”
3. Choose the specific custom object you want to import (e.g., Projects, Programs, etc.)
4. Select the properties (fields) you want to include in your import
5. Apply any filters if needed to narrow down your data
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your data fresh without manual updates:

1. Click on the Coefficient menu in your sheet
2. Select “Manage imports”
3. Find your HubSpot Custom Objects import
4. Click on “Auto-refresh” and set your preferred schedule (hourly, daily, weekly)
5. You can also set up conditional refresh rules based on specific triggers

With auto-refresh enabled, your HubSpot Custom Objects data will automatically update according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available HubSpot Objects and Reports in Coefficient

Coefficient allows you to import various types of data from HubSpot. Here’s a comprehensive list of what’s available:

Frequently Asked Questions

By following this guide, you can seamlessly import your HubSpot Custom Objects data into Google Sheets, enabling more powerful analysis and reporting capabilities. With Coefficient’s auto-refresh feature, you can ensure your data is always up-to-date, saving you time and providing accurate insights for better decision-making.