HubSpot

HubSpot to Google Sheets: Integrate Google Sheets and HubSpot: Query from HubSpot CRM into Google Sheets or Post data from Google Sheets into HubSpot CRM using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is HubSpot?

HubSpot CRM is one of the leading CRM apps currently available on the market and a winner of our Expert's Choice Award for 2018. Free and simple.

HubSpot CRMis built to be a platform that allows sales teams to get started quickly without making much of a change in their existing workflow.

HubSpot to Google Sheets: Use Case(s)

> Pull all data from HubSpot objects and present it in a Spreadsheet.

> Push all data from spreadsheet to HubSpot.


HubSpot

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets and HubSpot

Setting Up HubSpot into Sheet Director

Choosing App and Service:

  • Select HubSpot from the list of applications.

  • Select service as Query / Post.


HubSpot Configuration:

  • Click Connect with HubSpot button to authorize with HubSpot.

HubSpot to Google Sheet - Query

  • If HubSpot is connected successfully the following screen appears.

  • Select the required Entity.

  • Select the fields required.

  • Click on '+' button under Filters(s) for filtering.

  • Select the required field.

  • Select the operator.

  • Select the required value for filtering.

  • Click on '+' button under Sort By for sorting.

  • Select the field.

  • Select Ascending or Descending.

  • Mention the maximum results required.

Destination Settings:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • Click on execute to pull the data into sheet.

  • Click save to save the service.

Sample Output

Google Sheet to HubSpot - Post

Entity

  • Select the entity object that you need to post to

  • Select Apply Template or Setup Mapping

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)



Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation

  • Click save to save the service

  • It will show number of records ready to post

  • Click post now to post the records on HubSpot

Sample Output

It will show the count of number of records posted successfully and failed to post.

Custom Properties Support

Note the following with respect to Custom Properties support in Sheet Director

  • Sheet Director support custom properties for both Query & Post service except File Upload data type.

  • In Query, please select specific property which you want to query into sheet.By default only some properties are returned.

  • In Post, map the custom property to the sheet header for posting the data to HubSpot.

To create your own custom property go to HubSpot dashboard and click Settings > Properties > Create Property