How to Import HubSpot Programs Data into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to seamlessly import HubSpot Programs data into Google Sheets using Coefficient. This step-by-step guide shows you how to create live, auto-updating reports without manual exports.

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Managing your HubSpot Programs data in Google Sheets allows marketing teams to analyze program performance, track metrics, and share insights across departments. But manually exporting this data is time-consuming and quickly becomes outdated.

This guide shows you how to create a live connection between HubSpot and Google Sheets to keep your Programs data fresh and actionable.

TLDR

  • Step 1:

    Install Coefficient from the Google Workspace Marketplace

  • Step 2:

    Connect your HubSpot account to Google Sheets

  • Step 3:

    Import Programs data using Coefficients HubSpot connector

  • Step 4:

    Set up auto-refresh to keep your data updated automatically

Step-by-Step Guide to Import HubSpot Programs Data

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 from the Extensions menu
  5. In the Coefficient sidebar, click “Import Data”
  6. Select “HubSpot” from the list of available connectors
  7. Log in to your HubSpot account and authorize Coefficient to access your data
Coefficient sidebar menu with import, export, automations, and AI
    Sheet Assistant options.

Step 2: Import Programs Data from HubSpot

  1. In the Coefficient sidebar, select “Import from Objects”
  2. From the list of available objects, locate and select “Programs”
  3. Choose the specific fields you want to import (e.g., program name, status, type, start date, end date)
  4. Apply any filters if needed to narrow down the data
  5. Click “Import” to bring your Programs data into Google Sheets
HubSpot import options showing object & fields selection and access to
    pre-built dashboards.

Step 3: Set Up Auto-Refresh for Your HubSpot Data

  1. With your imported data selected, click on the Coefficient icon in the sidebar
  2. Select “Schedule Refresh” from the options
  3. Choose your preferred refresh frequency (hourly, daily, weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate automatic updates
Auto-refresh options for imported data with daily, hourly,
    and weekly scheduling.

Now your HubSpot Programs data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.

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
+19 more

  • Leads
  • Blueprints
  • Carts
  • Company lists
  • Contact lists
  • Communications
  • Credit
  • Deal history
  • Deal split
  • Deals
  • Discounts
  • Employees
+19 more

Frequently Asked Questions

Additional Resources

To learn more about connecting HubSpot with Google Sheets and Excel, check out these helpful resources:

Conclusion

Importing HubSpot Programs data into Google Sheets with Coefficient gives marketing teams a powerful way to analyze program performance and share insights across the organization. With automatic data refreshes, you’ll always have the most current information at your fingertips.

By following the steps in this guide, you can create a seamless connection between HubSpot and Google Sheets, eliminating manual exports and ensuring your data stays up-to-date. Start leveraging the power of Coefficient today to transform how you work with your HubSpot Programs data.

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