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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.”
Managing and analyzing HubSpot Quotes data is crucial for sales teams tracking deal values and monitoring proposal statuses. Importing this data into Google Sheets allows for custom reporting, collaborative analysis, and integration with other business metrics.
This guide will walk you through the process of importing HubSpot Quotes data into Google Sheets using Coefficient.
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:
Select Quotes from the HubSpot Objects list
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Step 4:
Configure your data import preferences
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Step 5:
Set up auto-refresh to keep your data current
Step-by-Step Guide to Import HubSpot Quotes 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
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- 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 HubSpot Quotes Data
Now that you’re connected, you can import your Quotes data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Quotes” in the list of available HubSpot objects
- Select the specific fields you want to import (e.g., Quote Name, Amount, Status, Associated Deal, etc.)
- Apply any filters if needed to narrow down the data
- Choose your destination in the spreadsheet
- Click “Import” to bring your Quotes data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Quotes data stays current, set up an automatic refresh schedule:
- In the Coefficient sidebar, click on the “…” menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly, etc.)
- Set the specific time and days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your HubSpot Quotes data will automatically update 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
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
By following this guide, you can seamlessly import your HubSpot Quotes data into Google Sheets, enabling better analysis, reporting, and collaboration across your sales team. With Coefficient’s auto-refresh capabilities, you can ensure your data stays current without manual updates.
Start leveraging your HubSpot Quotes data in Google Sheets today to gain deeper insights into your sales pipeline and proposal process.
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