How to Import Deal Lists Data from HubSpot into Google Sheets

Accessing your HubSpot Deal lists in Google Sheets helps sales teams track performance, forecast revenue, and share critical deal information across departments. But manually exporting this data is time-consuming and quickly becomes outdated.

This guide shows you how to create a live connection between HubSpot and Google Sheets that automatically refreshes your deal data.

How to Import HubSpot Deal Lists into Google Sheets

Follow these simple steps to import your HubSpot Deal lists data into Google Sheets using Coefficient:

Step 1: Install Coefficient and Connect to HubSpot

• Open Google Sheets and create a new spreadsheet or use an existing one
• Click on Extensions > Add-ons > Get add-ons
• Search for “Coefficient” and install it from the Google Workspace Marketplace
• Once installed, click on Extensions > Coefficient > Launch to open the Coefficient sidebar
• In the sidebar, click “Import Data”
• Select “HubSpot” from the list of available connectors
• Log in to your HubSpot account when prompted and authorize Coefficient

Step 2: Import Deal Lists Data

• In the Coefficient sidebar, select “Objects” as the data type
• From the list of available objects, find and select “Deal lists”
• Choose the specific deal list(s) you want to import
• Select the fields you want to include in your import (e.g., deal name, amount, stage, close date)
• Apply any filters if needed to narrow down your data
• Click “Import” to bring your HubSpot Deal lists data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

• To keep your data fresh, click on the “Refresh” button in the Coefficient data card
• Select “Schedule Refresh” to set up automatic updates
• Choose your preferred frequency (hourly, daily, weekly)
• Optionally, set up email or Slack notifications for when data refreshes or meets certain conditions
• Click “Save” to activate your auto-refresh schedule

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

Available HubSpot Data in Coefficient

Coefficient allows you to import various types of data from HubSpot. Here’s a list of the available objects you can import:

Frequently Asked Questions

Conclusion

Importing your HubSpot Deal lists into Google Sheets with Coefficient gives you the flexibility to create custom reports and dashboards while ensuring your data stays current. The auto-refresh feature eliminates the need for manual exports, saving you time and reducing the risk of working with outdated information.

By combining the power of HubSpot’s deal management with Google Sheets’ analytical capabilities, your sales team can gain deeper insights into pipeline health, forecast more accurately, and make data-driven decisions with confidence.

Get started with Coefficient’s HubSpot integration for Google SheetsReady to streamline your HubSpot reporting?today.

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
• HubSpot for Excel