How to Import HubSpot Projects Data into Google Sheets

Managing HubSpot Projects data in Google Sheets gives you the flexibility to create custom reports and collaborate with your team more effectively. Instead of manual exports that quickly become outdated, you can establish a live connection that keeps your data fresh.

Step-by-Step Guide to Import HubSpot Projects Data 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:

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 prompts to authenticate and connect your HubSpot account

Step 2: Import Projects Data from HubSpot

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

1. In the Coefficient sidebar, select “Import from Objects”
2. From the list of available objects, locate and select “Projects”
3. Choose the specific fields you want to import (e.g., project name, status, start date, end date, owner)
4. Apply any filters if you want to narrow down the data (optional)
5. Click “Import” to bring your Projects data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Projects data stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, click on the “…” menu 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 Projects 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 and Data in Coefficient

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

Frequently Asked Questions

By following this guide, you can easily import and manage your HubSpot Projects data in Google Sheets using Coefficient. This integration gives you the flexibility to create custom reports, collaborate with your team, and keep your data automatically updated.