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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Managing discount data from HubSpot in Google Sheets allows marketing and sales teams to analyze promotion effectiveness and track discount usage patterns. Instead of manual exports that quickly become outdated, you can create a live connection to your HubSpot discount data.
This guide will show you how to import HubSpot Discounts data into Google Sheets using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace
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Step 2:
Connect your HubSpot account to Coefficient
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Step 3:
Select Discounts from the HubSpot objects list
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Step 4:
Configure your data import preferences
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Step 5:
Set up auto-refresh to keep your discount data current
Step-by-Step Guide to Importing HubSpot Discounts 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:
- Open Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import HubSpot Discounts Data
After connecting to HubSpot, you’ll need to select the Discounts object and configure your import:
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Discounts” in the list of available HubSpot objects
- Select the specific fields you want to import (e.g., discount name, amount, type, expiration date)
- Apply any filters if needed to narrow down your data
- Choose your destination in the spreadsheet
- Click “Import” to bring your HubSpot Discounts data into Google Sheets
Step 3: Set Up Auto-Refresh for Your Discount Data
To ensure your discount data stays current, set up an automatic refresh schedule:
- In the Coefficient sidebar, click on the “Automations” tab
- Select the HubSpot Discounts import you just created
- Click “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate your auto-refresh schedule
Now your HubSpot Discounts data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of available objects you can import:
Objects
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
By following this guide, you can easily import and manage your HubSpot Discounts data in Google Sheets, enabling better analysis and reporting for your marketing and sales teams. With Coefficient’s automation features, you’ll always have the most up-to-date information at your fingertips.
Related HubSpot Use Cases
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How to Import ARR Data from HubSpot into Google Sheets
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