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.

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.
  • 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.
  • 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