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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 your HubSpot Goal Targets in Google Sheets gives you the flexibility to analyze performance metrics alongside other business data. Instead of switching between platforms, you can create custom dashboards that update automatically.
In this guide, you’ll learn how to import HubSpot Goal Targets data into Google Sheets using Coefficient, enabling real-time tracking and analysis of your marketing and sales objectives.
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 Goal Targets 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 data current
Step-by-Step Guide to Importing HubSpot Goal Targets 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 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: Import Goal Targets Data
Now that you’re connected to HubSpot, you can import your Goal Targets data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Goal Targets” in the list of available objects
- Select the specific fields you want to import (e.g., goal name, target value, timeframe, progress)
- Apply any filters if needed to narrow down the data
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Goal Targets data stays current, set up an automatic refresh schedule:
- In the Coefficient sidebar, click on the “Automations” tab
- Select the HubSpot Goal Targets 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 the auto-refresh schedule
With auto-refresh enabled, your HubSpot Goal Targets data will update automatically according to your schedule, ensuring you always have the most current information for analysis and reporting.
Customizing Your HubSpot Goal Targets Dashboard
Once your data is imported, you can leverage Google Sheets’ functionality to create custom visualizations and dashboards:
- Use charts and graphs to visualize goal progress
- Create conditional formatting to highlight targets that are ahead or behind schedule
- Build formulas to calculate completion percentages and projections
- Combine Goal Targets data with other metrics for comprehensive performance analysis
Available HubSpot Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Invoices
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
Conclusion
Importing HubSpot Goal Targets data into Google Sheets with Coefficient gives you powerful new ways to track, analyze, and report on your marketing and sales objectives. By following the steps in this guide, you can create a live connection between HubSpot and Google Sheets that automatically updates, ensuring you always have the most current data for making informed decisions.
Whether you’re tracking campaign performance, monitoring sales targets, or reporting to stakeholders, having your Goal Targets data in Google Sheets provides the flexibility and analytical capabilities you need to optimize your marketing and sales strategies.
Related Resources
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