How to Import HubSpot Deal Split Data into Google Sheets

Tracking deal splits in HubSpot is crucial for sales teams that collaborate on deals. But analyzing this data directly in HubSpot can be limiting. By importing your deal split data into Google Sheets, you can create custom reports, analyze commission structures, and share insights with stakeholders.

Step-by-Step Guide to Importing HubSpot Deal Split 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, 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 prompts to authorize Coefficient to access your HubSpot account

Step 2: Import Deal Split Data

Now that you’ve connected HubSpot, you can import your deal split data:

1. In the Coefficient sidebar, select “Objects” (since Deal split is an object in HubSpot)
2. Scroll through the list of available objects or use the search function to find “Deal split”
3. Select “Deal split” from the list
4. Choose the specific fields you want to import (e.g., Deal ID, Amount, Owner, Split percentage, 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 split data stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, click on the three dots next to your imported data
2. Select “Refresh settings”
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

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

Analyzing Your Deal Split Data in Google Sheets

Once you’ve imported your HubSpot deal split data, you can leverage Google Sheets’ functionality to gain deeper insights:

• Create pivot tables to analyze deal splits by rep, team, or time period
• Build commission calculations based on split percentages
• Generate visualizations like charts and graphs to track trends
• Combine deal split data with other metrics for comprehensive reporting

The flexibility of Google Sheets allows you to customize your analysis in ways that aren’t possible within HubSpot’s native reporting.

Conclusion

Importing HubSpot Deal split data into Google Sheets using Coefficient gives you greater flexibility in how you analyze and share this critical sales information. With live data syncing and automated refreshes, you can ensure your reports always reflect the most current state of your deals.

This approach is particularly valuable for sales operations teams who need to track commission structures, analyze team collaboration patterns, or create custom reports that go beyond HubSpot’s native capabilities.

Ready to get started? Install Coefficient from the Google Workspace Marketplace today and transform how you work with your HubSpot deal split data.