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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.”
Accessing your HubSpot Prospects data in Google Sheets allows sales and marketing teams to analyze pipeline health, track lead progression, and create custom reports that HubSpot’s native reporting can’t provide.
In this guide, you’ll learn how to create a live connection between HubSpot and Google Sheets to import your Prospects data efficiently.
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:
Import Prospects data using the Objects import option
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Step 4:
Set up auto-refresh to keep your data updated automatically
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Step 5:
Customize your report with additional fields and filters as needed
Step-by-Step Guide to Import HubSpot Prospects 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:
- Open Google Sheets and create a new spreadsheet or use an existing one
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, click on Extensions > Coefficient > Launch to open the sidebar
- 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: Import Prospects Data from HubSpot
Now that you’re connected, you can import your Prospects data:
- In the Coefficient sidebar, select “Import from Objects”
- From the list of available objects, locate and select “Prospects”
- Choose the specific properties (columns) you want to import, such as name, email, company, status, etc.
- Apply any filters if you want to narrow down the data (e.g., only active prospects or prospects from a specific region)
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your data stays up-to-date, set up an automatic refresh schedule:
- With your imported data selected, click on the Coefficient icon in the toolbar
- Select “Schedule Refresh” from the dropdown menu
- Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
- Set the specific time and days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
Now your HubSpot Prospects data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for your reports and analysis.
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:
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
Conclusion
Importing your HubSpot Prospects data into Google Sheets using Coefficient streamlines your sales and marketing operations by providing real-time access to your prospect information in a flexible spreadsheet environment.
With the ability to set up automatic refreshes, you’ll always have the most current data at your fingertips without the hassle of manual exports. This allows your team to create custom reports, perform deeper analysis, and share insights more effectively.
Install CoefficientReady to get started?today and transform how you work with your HubSpot Prospects data.
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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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