How to Import HubSpot Organizations Data into Google Sheets

Managing your HubSpot Organizations data in Google Sheets gives you the flexibility to create custom reports, analyze business relationships, and share insights with your team. But manually exporting this data is time-consuming and quickly becomes outdated.

This guide will show you how to create a live connection between HubSpot and Google Sheets to keep your Organizations data fresh and accurate.

Step-by-Step Guide to Import HubSpot Organizations 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:

1. Open Google Sheets
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, click on Extensions > Coefficient > Launch to open the sidebar
5. In the 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 Organizations Data

Now that you’re connected, you can import your Organizations data:

1. In the Coefficient sidebar, select “Import from Objects”
2. From the list of available objects, select “Organizations”
3. Choose the specific fields you want to import (e.g., name, domain, industry, etc.)
4. Apply any filters if needed to narrow down the data
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your data up-to-date automatically:

1. Click on the “⟳” refresh icon next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your HubSpot Organizations data will always be current in your Google Sheet without any manual intervention.

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

By following this guide, you can easily import and manage your HubSpot Organizations data in Google Sheets. Coefficient eliminates the need for manual exports and ensures your data stays current with automatic refreshes.

Get started with CoefficientReady to streamline your HubSpot data management?today and transform how you work with your HubSpot Organizations data.