HubSpot - Template

Managing customer relationships and sales pipelines efficiently is essential for business growth, and Sheet Director's Google Sheet HubSpot template is a powerful tool to help you achieve this.

This template provides a comprehensive view of your HubSpot CRM data, including: 

• Contacts: Access detailed contact records directly in Google Sheets. View names, emails, phone numbers, lifecycle stages, and more—enabling better communication and relationship management.

• Deals: Monitor your sales pipeline with real-time deal data. Track deal stages, amounts, close dates, and owners to maintain visibility into revenue opportunities and team performance.

• Tickets: Stay on top of customer support with a clear view of all tickets. Analyze statuses, priorities, sources, and resolution times to ensure responsive and effective service.

• Products: Manage your product catalog efficiently. View product names, SKUs, prices, and descriptions to keep sales and marketing teams aligned.

• Companies: Get a centralized view of your B2B relationships. Track company names, domains, industries, and associated contacts to build stronger business connections.
  
  

Accessible and customizable in Google Sheets, this template empowers you to automate workflows, create custom reports, and drive smarter decisions with your HubSpot data—all in one place.