How to Import HubSpot Notes Data into Google Sheets

Keeping track of customer interactions in HubSpot Notes is essential for maintaining strong relationships. But analyzing this data in Google Sheets unlocks deeper insights and collaboration opportunities across teams.

This guide will show you how to import your HubSpot Notes directly into Google Sheets using Coefficient.

Step-by-Step Guide to Importing HubSpot Notes into Google Sheets

Step 1: Install Coefficient and Connect to HubSpot

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, open Coefficient by clicking Extensions > Coefficient > Launch
5. In the Coefficient sidebar, click “Import Data”
6. Select “HubSpot” from the list of available connectors
7. Follow the authentication prompts to connect your HubSpot account

Step 2: Import HubSpot Notes Data

1. In the Coefficient sidebar, with HubSpot selected, click on “Import from Objects”
2. From the list of available objects, locate and select “Notes”
3. Choose the specific fields you want to import (e.g., Note Content, Created Date, Associated Contact, etc.)
4. Apply any filters if needed to narrow down the data
5. Click “Import” to bring the Notes data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your data imported, click on the “Refresh” button in the Coefficient sidebar
2. Select “Schedule Refresh” to set up automatic updates
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up email or Slack notifications for when data refreshes
5. Click “Save” to activate your auto-refresh schedule

That’s it! Your HubSpot Notes data is now in Google Sheets and can be automatically refreshed based on your schedule. You can now analyze, filter, and create visualizations with your Notes data alongside other business metrics.

Available HubSpot Objects and Reports in Coefficient

Coefficient allows you to import various types of data from HubSpot. Here’s a list of available objects you can import:

Frequently Asked Questions

Try Coefficient’s HubSpot integrationReady to streamline your HubSpot data workflows?today and transform how you work with your CRM data in Google Sheets.