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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 subsidiary relationships in HubSpot is crucial for businesses with complex organizational structures. But analyzing this data directly in HubSpot can be limiting.
By importing your Subsidiaries data into Google Sheets, you can create custom reports, combine it with other data sources, and share insights across your organization.
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 Subsidiaries data using the HubSpot connector
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Step 4:
Set up auto-refresh to keep your data current
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Step 5:
Create custom reports with your Subsidiaries data
Step-by-Step Guide to Import HubSpot Subsidiaries Data
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, open Coefficient from the Extensions menu
- In the Coefficient sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Subsidiaries Data
Now that you’re connected, you can import your Subsidiaries data:
- In the Coefficient sidebar, select “Import from HubSpot”
- Under “Objects,” find and select “Subsidiaries”
- Choose the specific fields you want to import (e.g., name, parent company, location)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your 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)
- Set specific times for the refresh to occur
- Click “Save” to activate your auto-refresh schedule
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 Subsidiaries data into Google Sheets using Coefficient. This integration enables you to create more powerful reports, combine your Subsidiaries data with other business metrics, and share insights across your organization—all while maintaining data accuracy through automated refreshes.
Get started with Coefficient’s HubSpot integrationReady to take your HubSpot data analysis to the next level?today.
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