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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 grant data in HubSpot is essential for tracking funding opportunities and recipient information. But analyzing this data directly in HubSpot can be limiting when you need to combine it with other business metrics or create custom reports.
This guide will show you how to import your HubSpot Grant data into Google Sheets using Coefficient, enabling powerful analysis and reporting capabilities.
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 Grant from the Objects list
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Step 4:
Choose the fields you want to import
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Step 5:
Set up auto-refresh to keep your data current
Step-by-Step Guide to Importing HubSpot Grant 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 Grant Data
Now that you’re connected to HubSpot, you can import your Grant data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Grant” in the list of available objects
- Select the specific Grant fields you want to import (e.g., grant name, amount, status, recipient)
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring your HubSpot Grant data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Grant data stays up-to-date, set up an automatic refresh schedule:
- In the Coefficient sidebar, click on the “…” menu next to your imported data
- Select “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
With auto-refresh enabled, your Google Sheet will always contain the most current Grant data from HubSpot, eliminating the need for manual updates.
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 seamlessly import your HubSpot Grant data into Google Sheets using Coefficient. This integration enables you to create powerful custom reports, combine Grant data with other business metrics, and set up automated workflows to keep stakeholders informed.
For more information on connecting HubSpot with Google Sheets, check out our related resources:
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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