HubSpot

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.

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

Setting Up HubSpot into Sheet Director

Choosing App and Service:

  • Select HubSpot from the list of applications.
  • Select service as Query / Post.
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

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 maximum result that is required.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

Sample Output

Google Sheet to HubSpot - Post

Entity

  • Select the entity object that you need to post to

Apply Template

  • If you need a demo template sheet to be added click on Apply Template

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
  • Select the Result column
  • If result column is not there, simply click the +button to add the sesult header on your sheet


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

Sample Output

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