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.
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.
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.
Filters & Sorting
Configure Filter and Sort by to filter and sort the executed data.
Configure the destination settings to save the executed data.
Switch on Run automatically to execute services automatically in background.
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet.
Click save to save the service.
Google Sheet to HubSpot - Post
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.
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)
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
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