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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 HubSpot Schemes data in Google Sheets allows marketing and sales teams to analyze, manipulate, and share critical information more effectively. Instead of manual exports that quickly become outdated, you can establish a live connection that keeps your data fresh.
In this guide, you’ll learn how to import HubSpot Schemes data directly 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 Schemes from the HubSpot Objects list
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Step 4:
Import your data and set up auto-refresh to keep it updated
How to Import HubSpot Schemes 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:
- Open your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, click Extensions > Coefficient > Launch to open the sidebar
- In the sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the prompts to authorize Coefficient to access your HubSpot account
Step 2: Select and Import Schemes Data
Now that you’re connected to HubSpot, you can import your Schemes data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse through the list of available HubSpot objects and select “Schemes”
- Choose the specific fields you want to import (you can select all fields or just the ones you need)
- Apply any filters if you want to narrow down the data
- 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, you can set up automatic refreshes:
- Click on the “…” menu next to your imported data in the Coefficient sidebar
- Select “Schedule Refresh”
- 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
With auto-refresh enabled, your HubSpot Schemes data will automatically update according to your schedule, ensuring you always have the most current information in your Google Sheet.
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 easily import your HubSpot Schemes data into Google Sheets using Coefficient. This integration enables you to work with your data more efficiently, create custom reports, and keep everything updated automatically.
For more information about connecting HubSpot to Google Sheets, check out our related resources:
Related HubSpot Use Cases
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.
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.
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.
Frequently Asked Questions
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How to get Schemes from HubSpot?
You can get Schemes data from HubSpot by exporting it manually through the HubSpot interface. Navigate to your Schemes section, select the data you need, and use the export function. Alternatively, Coefficient provides a more efficient solution by creating a direct connection between HubSpot and Google Sheets, allowing you to import Schemes data with just a few clicks.
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How do I get a list of Schemes in HubSpot?
In HubSpot, you can access your Schemes by navigating to the appropriate section in your dashboard. The exact path depends on your HubSpot plan and setup. Once there, you can view and filter your Schemes as needed. For a more flexible way to work with this data, Coefficient lets you import your Schemes directly into Google Sheets where you can sort, filter, and analyze them more extensively.
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How do I import Schemes from Google Sheets to HubSpot?
To import Schemes from Google Sheets to HubSpot:
- Format your data according to HubSpot’s requirements
- Use HubSpot’s import tool to upload your spreadsheet
- Map the columns to the correct HubSpot properties
With Coefficient’s two-way sync feature, you can also update HubSpot Schemes directly from Google Sheets after making your changes, streamlining the entire process.
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How to automate importing HubSpot Schemes to Google Sheets daily?
Automating daily imports of HubSpot Schemes data requires a tool that can schedule and execute regular data transfers. While you could build a custom solution using APIs, Coefficient offers this functionality out of the box. Simply set up your import once, then use Coefficient’s “Schedule Refresh” feature to configure daily updates at your preferred time, ensuring your spreadsheet always contains the latest data.
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How do I download Schemes data from HubSpot?
To download Schemes data from HubSpot, navigate to the Schemes section in your HubSpot account, select the records you want to export, and use the export function to download a CSV or Excel file. This process can be time-consuming if done regularly. Coefficient streamlines this by creating a direct connection to Google Sheets, allowing you to import and automatically refresh your Schemes data without manual downloads.
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