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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.”
Tracking funding data from HubSpot in Google Sheets helps teams analyze investment patterns, monitor financial milestones, and share insights across departments. But manually exporting this data is time-consuming and leads to outdated information.
This guide shows you how to create a live connection between HubSpot and Google Sheets to keep your funding data fresh and accurate.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace and connect to HubSpot
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Step 2:
Use the Coefficient sidebar to import Fundings data from HubSpot
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Step 3:
Configure columns and filters to customize your data import
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Step 4:
Set up auto-refresh to keep your funding data updated automatically
How to Import HubSpot Fundings Data 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:
- Open Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, click Extensions > Coefficient > Launch to open the sidebar
- 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: Import Fundings Data from HubSpot
Now that you’re connected, you can import your Fundings data:
- In the Coefficient sidebar, select “Import from HubSpot”
- Choose “Objects” as the data type
- Select “Fundings” from the list of available objects
- Choose the specific properties (columns) you want to import
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To keep your Fundings data up-to-date automatically:
- Click on the “…” menu next to your imported data
- Select “Refresh settings”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up email or Slack notifications for data changes
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your HubSpot Fundings data will stay current without manual updates. This ensures your team always works with the latest information for reporting and analysis.
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 your HubSpot Fundings data into Google Sheets using Coefficient. This integration enables you to create dynamic reports and dashboards that stay up-to-date automatically, saving you time and ensuring your team always has access to the latest information.
For more information on working with HubSpot data in spreadsheets, check out our related resources on connecting HubSpot to Google Sheets and exporting other HubSpot objects.
Related HubSpot Use Cases
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
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