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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 Tasks in Google Sheets gives teams better visibility into activities, deadlines, and responsibilities. Instead of switching between platforms, you can analyze task data alongside other metrics for improved workflow management.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace and connect to HubSpot
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Step 2:
Use the Coefficient sidebar to select and import Tasks data
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Step 3:
Configure columns and filters to customize your Tasks view
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Step 4:
Set up auto-refresh to keep your task data current
How to Import HubSpot Tasks into Google Sheets
Follow these simple steps to import your HubSpot Tasks data into Google Sheets using Coefficient:
Step 1: Install Coefficient and Connect to HubSpot
- Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
- Once installed, click on Extensions > Coefficient > Launch
- In the Coefficient sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Log in to your HubSpot account and authorize Coefficient to access your data
Step 2: Import Tasks Data from HubSpot
- In the Coefficient sidebar, select “Import from Objects”
- From the list of available objects, find and select “Tasks”
- Choose the specific fields you want to import (e.g., Task Name, Due Date, Status, Owner, Associated Contact)
- Apply any filters to narrow down the tasks you want to import
- Click “Import” to bring your Tasks data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
- To keep your Tasks data up-to-date, click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Configure additional options like email notifications when data changes
- Click “Save” to activate your auto-refresh schedule
With these steps completed, you now have your HubSpot Tasks data in Google Sheets. You can sort, filter, and analyze this data to better manage your team’s activities and track progress on important tasks.
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
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
More Objects
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
- Postal mail
- Prospects
Frequently Asked Questions
By following this guide, you can seamlessly integrate your HubSpot Tasks data with Google Sheets, enabling better task management and team coordination. Coefficient’s automated refresh capabilities ensure your data stays current, giving you reliable insights for decision-making.
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Frequently Asked Questions
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How to get Tasks from HubSpot?
You can access HubSpot Tasks through the HubSpot CRM interface by navigating to the Tasks section. This shows all tasks assigned to you and your team. However, for more flexible analysis, Coefficient lets you import Tasks directly into Google Sheets where you can sort, filter, and manipulate the data more easily.
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How do I get a list of Tasks in HubSpot?
In HubSpot, go to Sales > Tasks to view your task list. You can filter by owner, due date, or status. For a more comprehensive view that you can customize, use Coefficient to import your Tasks data into Google Sheets where you can create custom views and reports.
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How to automate importing HubSpot Tasks to Google Sheets daily?
To automate daily imports:
- Set up your initial import using Coefficient
- Click the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” and choose “Daily”
- Pick your preferred time
Coefficient will automatically update your Tasks data every day at your specified time.
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How do I download Tasks data from HubSpot?
HubSpot allows manual exports through their interface, but these quickly become outdated. Instead, use Coefficient to create a live connection between HubSpot and Google Sheets. This gives you always-current data that can be refreshed with a single click or automated on a schedule.
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How to send email alerts about Tasks data from HubSpot?
With Coefficient, you can set up automated email alerts based on your HubSpot Tasks data:
- Import your Tasks data into Google Sheets
- Go to the Coefficient sidebar and select “Automations”
- Choose “Email Alert” and set conditions (e.g., overdue tasks)
- Specify recipients and schedule
This ensures your team stays informed about important task updates.
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