How to Import Deal History Data from HubSpot into Google Sheets

Tracking deal history in HubSpot provides valuable insights into your sales pipeline evolution. But analyzing this data directly in HubSpot can be limiting. By importing your deal history into Google Sheets, you can create custom reports, track changes over time, and combine this data with other metrics.

Step-by-Step Guide to Importing HubSpot Deal History 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 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, click on 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 Deal History Data

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

1. In the Coefficient sidebar, select “Import from HubSpot”
2. Under “Select Data Type,” choose “Objects”
3. From the list of available objects, select “Deal history”
4. Choose the specific fields you want to import (e.g., deal ID, property name, timestamp, value, etc.)
5. Apply any filters if needed to narrow down the data
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your deal history data stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, click on the “Automations” tab
2. Select the imported data range
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

With auto-refresh enabled, your deal history data will always be current without manual updates. This ensures your reports and analyses are based on the latest information from HubSpot.

Available HubSpot Objects and Data 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’ll be able to seamlessly import your HubSpot Deal history data into Google Sheets using Coefficient. This integration enables you to perform deeper analysis, create custom reports, and keep your sales data automatically updated.

connecting HubSpot to Google Sheetsuploading data to HubSpotFor more information on connecting HubSpot with Google Sheets, check out our related resources onand.