How to Import HubSpot Deals Data into Google Sheets

Keeping track of your HubSpot deals in Google Sheets gives sales teams better visibility and reporting capabilities. Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn how to import your HubSpot Deals data into Google Sheets using Coefficient.

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 data sources
7. Follow the prompts to authorize Coefficient to access your HubSpot account

Step 2: Import HubSpot Deals Data

Now that you’ve connected Coefficient to HubSpot, you can import your Deals data:

1. In the Coefficient sidebar, select “Import from HubSpot”
2. Under “Objects,” select “Deals”
3. Choose the specific deal fields you want to import (e.g., Deal Name, Amount, Close Date, Stage, Owner)
4. Apply any filters if needed (e.g., only open deals, deals created in the last 30 days)
5. Click “Import” to bring your deals data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

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

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

Customizing Your HubSpot Deals Data in Google Sheets

Once your deals data is imported, you can leverage Google Sheets’ functionality to create custom reports and visualizations:

• Use formulas to calculate win rates, average deal sizes, and sales cycle lengths
• Create pivot tables to analyze deals by owner, stage, or time period
• Build charts and graphs to visualize your sales pipeline
• Set up conditional formatting to highlight deals that need attention

With Coefficient’s live connection to HubSpot, your reports will always reflect the most current data without manual updates.

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

Conclusion

Importing your HubSpot Deals data into Google Sheets with Coefficient gives you the flexibility to create custom reports while maintaining data accuracy through automatic refreshes. This approach eliminates manual exports and ensures your sales team always has access to the most current information.

By following the steps in this guide, you can quickly set up a live connection between HubSpot and Google Sheets, enabling better analysis and reporting of your deals data.