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.

Filters & Sorting

  • Configure Filter and Sort by to filter and sort the executed data.

Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

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

Notification Settings:

  • 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.

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

FAQ

How to resolve the following error?

Error: "Couldn't complete the connection. You don’t have permission to connect this integration."


The HubSpot user attempting to connect the integration does not have the user roles or permissions required to authorize the required scopes requested by the integration.

To resolve this error, the user connecting the integration must have App Marketplace permissions, which ensures they can connect and install apps from the HubSpot App Marketplace for your HubSpot account.


Synchronize

  • Select service as Synchronize.

  • Click on Connect with HubSpot to authorize with HubSpot.

  • Select the Entity required.

  • Mention the required Fields.

  • Select the required Fields.

  • Select the required Operator.

  • Select the required Value.

  • Mention the required Max results.

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheet with data in HubSpot.

Conflict Resolution:

  • When Synchronization happens, there could be a conflict of data between Google Sheets and HubSpot.

  1. HubSpot Wins

  2. Sheet Wins

HubSpot Wins: Latest data from HubSpot will be updated into Google Sheet.

Sheet Wins: Latest data from Google Sheet will be updated into HubSpot.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

HubSpot Wins

  • Here the HubSpot data is edited and on execution this data will be updated in Google Sheet.


  • Choose the spreadsheet to store data.

  • Select the required cell value.

  • 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)

  • Click Execute to execute the data.

  • The number of records that are ready to be synchronized will be shown.

  • It will also show all the data that are ready to be updated.

  • Also, the number of data that needs to be updated into HubSpot will also be updated.

  • Click on Sync Now to sync all the data and update it into Google Sheet.

  • Click on the Refresh icon to refresh the data.

  • If the data are synced successfully the following screen appears.

  • Click on Close to close the configuration.

Sample Output

  • The Status column in the Google Sheet shows the status of the data.

  • The newly updated data will be marked as Synced Successfully.

  • The old data that already exists will be marked as Already Synchronized.

Sheet Wins

  • Select Sheet Wins.

  • The latest updated data from Google Sheet will be updated into HubSpot.

  • Select the sheet to store output.

  • 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)

  • The number of records that are ready to be synchronized will be shown.

  • It will also show all the data that are ready to be updated.

  • Also, the number of data that needs to be updated into HubSpot will also be updated.

  • Click on Sync Now to sync all the data and update it into Google Sheet.

  • Click on the Refresh icon to refresh the data.

  • If the data are synced successfully the following screen appears.

  • Click on Close to close the configuration.

Sample Output

  • The Status column in the Google Sheet shows the status of the data.

  • The newly updated data will be marked as Synced Successfully.

  • The old data that already exists will be marked as Already Synchronized.