HubSpot

Product

How to Connect HubSpot to Google Sheets-Complete Guide (2024)

Integrate HubSpot with Google Sheets for automated reporting, real-time data sync, and enhanced workflow efficiency.

HubSpot

Product

Product

How to Connect HubSpot to Google Sheets-Complete Guide (2024)

Integrate HubSpot with Google Sheets for automated reporting, real-time data sync, and enhanced workflow efficiency.

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Connect 30+ data sources to Google Sheets

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Table of Contents

Here's a quick step-by-step guide 🔝

Here's a quick step-by-step guide 🔝

Struggling to connect HubSpot to Google Sheets? You have come to the right place. This guide will show you different methods to connect HubSpot to Google Sheets. We will go into each method in detail. We will also help you understand which is the best method for you to pull data from HubSpot to Google Sheets, and how Superjoin’s HubSpot Connector can make the process seamless. 

Superjoin offers the best method to sync HubSpot and Google Sheets.  It not only allows you to pull data into ​Google Sheets but also push data back to HubSpot from Google Sheets. It’s perfect for creating automated reports, bulk updating data in HubSpot and automating various workflows, thereby reducing manual effort and enhancing productivity.

Different Methods of Integrating HubSpot to Google Sheets:


  1. Using Superjoin: No Code, 2 Way Sync, Automated Reporting and Workflows


  2. Using Zapier: Recommended for limited, pre-designed workflows


  3. Using Google Apps Script : Recommended for developers who are looking for granular control


  4. Using HubSpot Workflows: Recommended for one-time data imports 

Now, let's take a look at how Superjoin compares with other popular tools in this space:


Let’s dive deep into each method:

Method 1: Step-by-Step Integration Process Using Superjoin

Here’s a quick guide on how to connect HubSpot to Google Sheets using Superjoin:

Step 1: Install Superjoin in Google Sheets

Open Google Sheets, navigate to the Extensions tab, and select Add-ons > Get add-ons.



In the Google Workspace Marketplace, search for “Superjoin.”- InstallFollow the prompts, click “allow,” and you're ready to roll.



Step 2: Launch Superjoin:

Return to the Extensions menu in Google Sheets and launch Superjoin 🚀



Step 3: Select HubSpot as the Data Source
Click on Sources. Choose HubSpot as the data source.



Click on Connect to connect to your HubSpot account and follow the on-screen instructions.



Step 4: Import Data from HubSpot to Google Sheets
Select the data objects you want to import from HubSpot, such as Deals, Contacts, or other relevant information, and click on Import.



Step 5: Set Up Automatic Sync
Set up automatic sync between HubSpot and Google Sheets. Set it to auto-refresh on a schedule



That’s it. This will also make sure that your data stays up-to-date

Now that we know how to carry out the integration using Superjoin. Let’s learn more about the the 2-Way Sync capabilities that Superjoin offers:

Push Data Back to HubSpot from Google Sheets with Superjoin's 2-Way Sync

You can save time and ensure data consistency and accuracy by using Superjoin's 2-Way Sync feature, which integrates Google Sheets and HubSpot. This feature allows changes made in Google Sheets to be updated in HubSpot, and vice versa. 

You can insert or update data in HubSpot by making bulk changes in Google Sheets and sync back to HubSpot Let’s see how:

Step 1: Launch Superjoin



Step 2: Go to Sources

In the Superjoin side panel, click on Sources, navigate through Your Sources and click on the HubSpot source you want to export the data to.



Step 3: Select your connection: 

Select your HubSpot connection.



Step 4: Create new Export

A pop-up will come up at the bottom of the side panel. Click on Create new Export.



Step 5: Fill Source Data

Choose the sheet with the data that you want to export to HubSpot and the row with the header cells of the sheet that you want to export.



Step 6: Map user fields: 

Map fields from your Google Sheet to corresponding fields in the HubSpot object. This step ensures that data is transferred correctly between HubSpot and Google Sheets.



Step 7: Select rows or sheet to export

You can choose to export specific rows or entire sheet. If you want to export specific rows, further select the rows you want to export.



Step 8: Export Data

Verify the data and the rows the data will be transferred to. Click on Update, this action exports all data from your Google Sheets into HubSpot account.



You have now successfully exported your data back to HubSpot using the 2-Way Sync capabilities of Superjoin. You can also read more about how to push Data Back to HubSpot from Google Sheets with Superjoin's 2-Way Sync

This was one of the many benefits of using Superjoin for integrating HubSpot with Google Sheets. Let us take a look at some other features:


Why Choose Superjoin for HubSpot Integration?

Let’s take a look at why Superjoin's Google Sheets-HubSpot Integration stands out:

Quick and Easy Integration

Several tools offer easy integration between HubSpot and Google Sheets. However, Superjoin’s one-click connector makes it quicker and simpler than the rest. You can perfectly sync your data, without any hassle.

Visual Data Preview

Superjoin’s visual preview features allows you to see your data before importing it. You can customize columns, sort, and filter for a clean and organized import..

No Coding Required

You don’t need to be a developer to use Superjoin. Its intuitive design works for everyone, but it’s also powerful enough to handle more advanced needs when required.

Automatic Data Refreshes

With Superjoin, your Google Sheets stay updated with HubSpot data. You can schedule automatic updates or refresh manually with a single click.

2-Way Sync

Superjoin allows you to set up 2-Way sync. This ensures that HubSpot and Google Sheets are always aligned and up to date.

Save hours of manual work by instantly connecting your SaaS data to Google sheets automatically!

We go a lot more in-depth about these features in our HubSpot integrations page.

Alternative Methods for HubSpot and Google Sheets Integration

Apart from Superjoin, here are some other ways to connect HubSpot with Google Sheets which you might want to take a look at:

Method 2: Using Google Apps Script

Google Apps Script allows you to create custom integrations between HubSpot and Google Sheets. While it offers full control, it requires extensive coding skills. This can be time-consuming to set up, and needs ongoing maintenance to handle API changes or any new features.

Here’s a guide on how to connect HubSpot to Google Sheets using Google Apps Script:

Step-by-Step Integration 

Access Google Apps Script via Google Sheets: Go to Extensions > Apps Script.



Write or paste the code using the HubSpot API to retrieve your desired data.

Set the script to run on a regular schedule to keep your data updated. 

Here’s a Google Apps Script to connect HubSpot to Google Sheets and perform a basic task, such as pulling contact data and inserting it into the sheet:


function getHubSpotContacts() {  
  var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();  
  var apiKey = 'YOUR_HUBSPOT_API_KEY'; // Replace with your HubSpot API Key   
  
  // HubSpot API URL for Contacts  
  var url = 'https://api.hubapi.com/crm/v3/objects/contacts?hapikey=' + apiKey; 
  
  // Make a GET request to HubSpot API  
  var response = UrlFetchApp.fetch(url, {  
    'method': 'GET',    
    'contentType': 'application/json'  
  });  
  
  // Parse the JSON response  
  var data = JSON.parse(response.getContentText());   
  
  // Clear existing data  
  sheet.clear();  
  
  // Set headers  
  sheet.getRange(1, 1).setValue("Contact ID");  
  sheet.getRange(1, 2).setValue("First Name");  
  sheet.getRange(1, 3).setValue("Last Name");  
  sheet.getRange(1, 4).setValue("Email");  
  
  // Loop through contacts and insert into sheet  
  var row = 2;  
  data.results.forEach(function(contact) {    
    sheet.getRange(row, 1).setValue(contact.id);    
    sheet.getRange(row, 2).setValue(contact.properties.firstname);    
    sheet.getRange(row, 3).setValue(contact.properties.lastname);    
    sheet.getRange(row, 4).setValue(contact.properties.email);    
    row++;  
                              
  });
}


Advantages

Here’s a look at what you’ll get with Apps Script:


  1. Full Control: You get complete flexibility to customize exactly how and what data is pulled, manipulated, and displayed in your Google Sheets.

  1. Free to Use: If you’re comfortable with coding, it comes at no extra cost, saving you the fees that other third-party tools might charge.

Disadvantages:

Using Google Apps Script to integrate HubSpot with Google Sheets is an option, but it’s not always the most practical or efficient for everyone. Here’s why:


  1. Coding Skills Required: If you’re not comfortable with JavaScript and APIs, Apps Script can be challenging to use.

  2. Time-Consuming Setup: Unlike quick, no-code solutions, setting up and testing scripts takes considerable time.

  3. Ongoing Maintenance: API updates can break your script, requiring regular maintenance.

  4. Error-Prone: Custom scripts often need more effort to handle issues like API failures, rate limits, or unexpected data formats.

Method 3: Using Zapier

Zapier allows you to create a Zap that syncs HubSpot with Google Sheets. This option doesn’t require coding but can be limiting for more complex data syncs.

Step-by-Step Integration 

Step 1: Authentication and App Selection: 

-Begin by authenticating your HubSpot and Google Sheets accounts within the Zapier platform. Choose HubSpot as the triggering application and Google Sheets as the action application.



Step 2: Defining Triggers and Actions:

-Specify the trigger event, such as the creation of a New Contact in HubSpot, and define the corresponding action to update data in Google Sheets accordingly.



Step 3: Testing and Optimization:

Once configured, click on Continue and thoroughly test your Zaps to ensure they function as intended. 



Advantages

Let’s look at what Zapier has to offer:

Beginner Friendly: Zapier is beginner-friendly, allowing anyone to set up workflows without technical knowledge.

Quick Setup: You can get a basic integration running in minutes with their simple UI. They have some predefined workflows that might reduce the time to set up.

Disadvantages

Zapier’s hand-holding technique might be appealing to the beginners, however there are quite a lot of drawbacks to that. Let’s look at a few of them: 

Not meant to handle large datasets: Zapier is an IFTTT(if this then that) tool to create workflows that need to be real-time, it's not meant to handle large data sets for eg: Getting 100s of contacts from HubSpot to do any analysis or reporting. 

Cost: Zapier can get pricey if you have many Zaps or handle large volumes of data. The free plan is limited, and larger syncs may require premium plans.

To gain deeper insights into the differences between Superjoin and Zapier , explore how Superjoin stands out with its features and pricing compared to Zapier.

Method 4: Using HubSpot Workflows

Integrating HubSpot with Google Sheets through HubSpot’s native workflows is possible but not as simple as using Superjoin. It provides flexibility for users who prefer to stay within HubSpot, but it has limitations, such as fewer customization options and more manual effort. Superjoin offers a faster and more efficient solution.

Before diving into setting up workflows, ensure your HubSpot and Google Sheets accounts are linked through the HubSpot App Marketplace or a workflow.

Setting Up HubSpot Workflows with Google Sheets:

Step 1: Define Workflow Trigger:

Go to the Workflows section. Click on the Create workflow button to start a new workflow. Then, Choose the trigger for your workflow. 



This could be an event such as a form submission or a specific action taken by a contact in HubSpot.

Step 2 : Adding Workflow Actions

Within the workflow editor, you'll need to add actions to your workflow. 

Look for options related to Google Sheets integration, such as Create a Google Sheet row or Update data in a Google Sheet.



Step 3 - Configuring Workflow Actions: 

Once you've selected the appropriate action, Configure it to specify which Google Sheet to send data to and which columns within the sheet should receive the data. Once done, Click on Save.



Once you're confident that your workflow is set up correctly, you can activate it to start automating the process of transferring data from HubSpot to Google Sheets.

While HubSpot workflows offer automation capabilities for data transfer to Google Sheets, it's essential to weigh these considerations and limitations to optimize the integration process effectively.

Advantages: 

 Let’s see what HubSpot Workflows have to offer:

  • Do everything within the HubSpot environment: If you are more comfortable working in HubSpot, then this might be a good option for you

  • Good for automating basic tasks

Disadvantages: 

Using HubSpot workflows to connect with Google Sheets is possible, but it’s often not the easiest or most efficient solution. Here’s why:

  • Limited actions – It doesn’t support some basic actions like removing rows from sheets

  • Learning curve – People unfamiliar with the HubSpot environment need to learn the basics of the platform. Superjoin eliminates this problem as everything happens in Google Sheets.

HubSpot offers a native integration with Google Sheets; however, Superjoin presents a compelling alternative that addresses several limitations of this native integration. You can know more about the key differences between HubSpot's native Google Sheets integration and Superjoin.

We covered various methods of connecting HubSpot to Google sheets. This might leave you wondering – “Why do we need to connect HubSpot to Google sheets in the first place?”.

Let us take a look at the how you can benefit from HubSpot integration with Google Sheets according to different use cases.


Common Use Cases of Integrating HubSpot & Google Sheets

Managing data in HubSpot is tough - whether updating data, reporting, tracking your sales pipeline or doing deeper analysis. All this becomes 100x easier with HubSpot data in Google Sheets. Let's see some of the use cases you can unlock by integrating both these platforms together.

Bulk Data Operations

Making bulk updates to data in HubSpot can be quite exhausting. Imagine updating 1000s of contacts or tagging each ticket manually in HubSpot. These are 100s of hours of grunt work. With Superjoin’s 2-Way Sync, you can connect HubSpot to Google Sheets to simplify bulk operations like:


  • Inserting Bulk Records in different objects in HubSpot: Now you can quickly insert thousands of new records (contacts, deals, tickets, etc.) in HubSpot through Google Sheets. Instead of entering them one by one in HubSpot, prepare the data in Sheets and push it directly to HubSpot using Superjoin.


  • Updating Bulk Records: Need to update thousands of records? No problem. Make edits in bulk in the comfort of Google Sheets and push them back to HubSpot, saving hours of manual work.


  • Deleting Bulk Records: Need to clean up outdated or duplicate records from your HubSpot data? Use Superjoin with Google Sheets to remove records in bulk. This is under development!

Reporting - Automated Custom Reporting

Doing a deep data analysis in HubSpot can get really tedious. Let's dive into some specific use cases for reporting that can help your business grow. We have also attached the best templates we could find for each of these reports.

Sales Pipeline Analysis: Pipeline analysis evaluates and monitors the stages of a sales pipeline. It tracks leads and opportunities from first contact to deal closure. As a result, it leads increased sales efficiency. You can check out this free sales pipeline templates list.

  • Revenue growth over time

  • Sales pipeline health

  • Conversion rates at different stages

HubSpot Win-Loss Analysis: It focuses on evaluating the reasons why deals are won or lost, providing insights that can help improve business strategies. By analysing data such as customer feedback, competitor performance, and internal sales processes, companies can identify patterns and trends.

HubSpot MRR Dashboard: Monthly Recurring Revenue (MRR) Dashboard is a great use case of reporting. It provides businesses, particularly SaaS companies, with a comprehensive view of their recurring revenue on a monthly basis. Check out this MRR dashboard that Superjoin has created which helps you dig deeper into your MRR data and find insights. The dashboard typically tracks key metrics such as:

  • New subscriptions added during the month

  • Churn rate (customers cancelling their subscriptions)

  • Upgrades and downgrades by existing customers

HubSpot Sales Opportunities: Track and analyze potential deals in your pipeline. Evaluate data on lead sources, deal stages, expected closing dates, and projected revenues.

HubSpot Pipeline Creation: This reporting allows teams to make informed decisions, optimize strategies, and allocate resources effectively. Monitor the number of leads or opportunities at each stage and identify bottlenecks.

Marketing Performance Tracking: Assess the effectiveness of your marketing campaigns through custom metrics such as lead generation, conversion rates, and ROI. Use marketing performance templates to visualize your campaign results.

Customer Segmentation Reports: Segment your customers based on various criteria such as behavior, demographics, or purchase history to tailor your marketing efforts.

Lead Scoring Model: Build a highly effective Lead Scoring Model in Google Sheets using HubSpot data to prioritize your leads. This model helps you evaluate and rank leads based on engagement levels, behavior, and demographics. For example, tracking website visits, email opens, and customer interactions allows you to identify high-quality leads. With timely updates, you can focus on leads more likely to convert, ensuring your sales team spends time on the most valuable prospects.


Conclusions and Key Takeaways

Integrating HubSpot with Google Sheets doesn’t need to be difficult. There are a lot of tools at your disposal to choose from, but with Superjoin, you get 2-Way Sync, automated reporting, and so much more which will help you manage your data effortlessly.

All of these with a user-friendly UI makes Superjoin the ideal tool for your HubSpot Google Sheet integration. Try Superjoin for free today!


Struggling to connect HubSpot to Google Sheets? You have come to the right place. This guide will show you different methods to connect HubSpot to Google Sheets. We will go into each method in detail. We will also help you understand which is the best method for you to pull data from HubSpot to Google Sheets, and how Superjoin’s HubSpot Connector can make the process seamless. 

Superjoin offers the best method to sync HubSpot and Google Sheets.  It not only allows you to pull data into ​Google Sheets but also push data back to HubSpot from Google Sheets. It’s perfect for creating automated reports, bulk updating data in HubSpot and automating various workflows, thereby reducing manual effort and enhancing productivity.

Different Methods of Integrating HubSpot to Google Sheets:


  1. Using Superjoin: No Code, 2 Way Sync, Automated Reporting and Workflows


  2. Using Zapier: Recommended for limited, pre-designed workflows


  3. Using Google Apps Script : Recommended for developers who are looking for granular control


  4. Using HubSpot Workflows: Recommended for one-time data imports 

Now, let's take a look at how Superjoin compares with other popular tools in this space:


Let’s dive deep into each method:

Method 1: Step-by-Step Integration Process Using Superjoin

Here’s a quick guide on how to connect HubSpot to Google Sheets using Superjoin:

Step 1: Install Superjoin in Google Sheets

Open Google Sheets, navigate to the Extensions tab, and select Add-ons > Get add-ons.



In the Google Workspace Marketplace, search for “Superjoin.”- InstallFollow the prompts, click “allow,” and you're ready to roll.



Step 2: Launch Superjoin:

Return to the Extensions menu in Google Sheets and launch Superjoin 🚀



Step 3: Select HubSpot as the Data Source
Click on Sources. Choose HubSpot as the data source.



Click on Connect to connect to your HubSpot account and follow the on-screen instructions.



Step 4: Import Data from HubSpot to Google Sheets
Select the data objects you want to import from HubSpot, such as Deals, Contacts, or other relevant information, and click on Import.



Step 5: Set Up Automatic Sync
Set up automatic sync between HubSpot and Google Sheets. Set it to auto-refresh on a schedule



That’s it. This will also make sure that your data stays up-to-date

Now that we know how to carry out the integration using Superjoin. Let’s learn more about the the 2-Way Sync capabilities that Superjoin offers:

Push Data Back to HubSpot from Google Sheets with Superjoin's 2-Way Sync

You can save time and ensure data consistency and accuracy by using Superjoin's 2-Way Sync feature, which integrates Google Sheets and HubSpot. This feature allows changes made in Google Sheets to be updated in HubSpot, and vice versa. 

You can insert or update data in HubSpot by making bulk changes in Google Sheets and sync back to HubSpot Let’s see how:

Step 1: Launch Superjoin



Step 2: Go to Sources

In the Superjoin side panel, click on Sources, navigate through Your Sources and click on the HubSpot source you want to export the data to.



Step 3: Select your connection: 

Select your HubSpot connection.



Step 4: Create new Export

A pop-up will come up at the bottom of the side panel. Click on Create new Export.



Step 5: Fill Source Data

Choose the sheet with the data that you want to export to HubSpot and the row with the header cells of the sheet that you want to export.



Step 6: Map user fields: 

Map fields from your Google Sheet to corresponding fields in the HubSpot object. This step ensures that data is transferred correctly between HubSpot and Google Sheets.



Step 7: Select rows or sheet to export

You can choose to export specific rows or entire sheet. If you want to export specific rows, further select the rows you want to export.



Step 8: Export Data

Verify the data and the rows the data will be transferred to. Click on Update, this action exports all data from your Google Sheets into HubSpot account.



You have now successfully exported your data back to HubSpot using the 2-Way Sync capabilities of Superjoin. You can also read more about how to push Data Back to HubSpot from Google Sheets with Superjoin's 2-Way Sync

This was one of the many benefits of using Superjoin for integrating HubSpot with Google Sheets. Let us take a look at some other features:


Why Choose Superjoin for HubSpot Integration?

Let’s take a look at why Superjoin's Google Sheets-HubSpot Integration stands out:

Quick and Easy Integration

Several tools offer easy integration between HubSpot and Google Sheets. However, Superjoin’s one-click connector makes it quicker and simpler than the rest. You can perfectly sync your data, without any hassle.

Visual Data Preview

Superjoin’s visual preview features allows you to see your data before importing it. You can customize columns, sort, and filter for a clean and organized import..

No Coding Required

You don’t need to be a developer to use Superjoin. Its intuitive design works for everyone, but it’s also powerful enough to handle more advanced needs when required.

Automatic Data Refreshes

With Superjoin, your Google Sheets stay updated with HubSpot data. You can schedule automatic updates or refresh manually with a single click.

2-Way Sync

Superjoin allows you to set up 2-Way sync. This ensures that HubSpot and Google Sheets are always aligned and up to date.

Save hours of manual work by instantly connecting your SaaS data to Google sheets automatically!

We go a lot more in-depth about these features in our HubSpot integrations page.

Alternative Methods for HubSpot and Google Sheets Integration

Apart from Superjoin, here are some other ways to connect HubSpot with Google Sheets which you might want to take a look at:

Method 2: Using Google Apps Script

Google Apps Script allows you to create custom integrations between HubSpot and Google Sheets. While it offers full control, it requires extensive coding skills. This can be time-consuming to set up, and needs ongoing maintenance to handle API changes or any new features.

Here’s a guide on how to connect HubSpot to Google Sheets using Google Apps Script:

Step-by-Step Integration 

Access Google Apps Script via Google Sheets: Go to Extensions > Apps Script.



Write or paste the code using the HubSpot API to retrieve your desired data.

Set the script to run on a regular schedule to keep your data updated. 

Here’s a Google Apps Script to connect HubSpot to Google Sheets and perform a basic task, such as pulling contact data and inserting it into the sheet:


function getHubSpotContacts() {  
  var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();  
  var apiKey = 'YOUR_HUBSPOT_API_KEY'; // Replace with your HubSpot API Key   
  
  // HubSpot API URL for Contacts  
  var url = 'https://api.hubapi.com/crm/v3/objects/contacts?hapikey=' + apiKey; 
  
  // Make a GET request to HubSpot API  
  var response = UrlFetchApp.fetch(url, {  
    'method': 'GET',    
    'contentType': 'application/json'  
  });  
  
  // Parse the JSON response  
  var data = JSON.parse(response.getContentText());   
  
  // Clear existing data  
  sheet.clear();  
  
  // Set headers  
  sheet.getRange(1, 1).setValue("Contact ID");  
  sheet.getRange(1, 2).setValue("First Name");  
  sheet.getRange(1, 3).setValue("Last Name");  
  sheet.getRange(1, 4).setValue("Email");  
  
  // Loop through contacts and insert into sheet  
  var row = 2;  
  data.results.forEach(function(contact) {    
    sheet.getRange(row, 1).setValue(contact.id);    
    sheet.getRange(row, 2).setValue(contact.properties.firstname);    
    sheet.getRange(row, 3).setValue(contact.properties.lastname);    
    sheet.getRange(row, 4).setValue(contact.properties.email);    
    row++;  
                              
  });
}


Advantages

Here’s a look at what you’ll get with Apps Script:


  1. Full Control: You get complete flexibility to customize exactly how and what data is pulled, manipulated, and displayed in your Google Sheets.

  1. Free to Use: If you’re comfortable with coding, it comes at no extra cost, saving you the fees that other third-party tools might charge.

Disadvantages:

Using Google Apps Script to integrate HubSpot with Google Sheets is an option, but it’s not always the most practical or efficient for everyone. Here’s why:


  1. Coding Skills Required: If you’re not comfortable with JavaScript and APIs, Apps Script can be challenging to use.

  2. Time-Consuming Setup: Unlike quick, no-code solutions, setting up and testing scripts takes considerable time.

  3. Ongoing Maintenance: API updates can break your script, requiring regular maintenance.

  4. Error-Prone: Custom scripts often need more effort to handle issues like API failures, rate limits, or unexpected data formats.

Method 3: Using Zapier

Zapier allows you to create a Zap that syncs HubSpot with Google Sheets. This option doesn’t require coding but can be limiting for more complex data syncs.

Step-by-Step Integration 

Step 1: Authentication and App Selection: 

-Begin by authenticating your HubSpot and Google Sheets accounts within the Zapier platform. Choose HubSpot as the triggering application and Google Sheets as the action application.



Step 2: Defining Triggers and Actions:

-Specify the trigger event, such as the creation of a New Contact in HubSpot, and define the corresponding action to update data in Google Sheets accordingly.



Step 3: Testing and Optimization:

Once configured, click on Continue and thoroughly test your Zaps to ensure they function as intended. 



Advantages

Let’s look at what Zapier has to offer:

Beginner Friendly: Zapier is beginner-friendly, allowing anyone to set up workflows without technical knowledge.

Quick Setup: You can get a basic integration running in minutes with their simple UI. They have some predefined workflows that might reduce the time to set up.

Disadvantages

Zapier’s hand-holding technique might be appealing to the beginners, however there are quite a lot of drawbacks to that. Let’s look at a few of them: 

Not meant to handle large datasets: Zapier is an IFTTT(if this then that) tool to create workflows that need to be real-time, it's not meant to handle large data sets for eg: Getting 100s of contacts from HubSpot to do any analysis or reporting. 

Cost: Zapier can get pricey if you have many Zaps or handle large volumes of data. The free plan is limited, and larger syncs may require premium plans.

To gain deeper insights into the differences between Superjoin and Zapier , explore how Superjoin stands out with its features and pricing compared to Zapier.

Method 4: Using HubSpot Workflows

Integrating HubSpot with Google Sheets through HubSpot’s native workflows is possible but not as simple as using Superjoin. It provides flexibility for users who prefer to stay within HubSpot, but it has limitations, such as fewer customization options and more manual effort. Superjoin offers a faster and more efficient solution.

Before diving into setting up workflows, ensure your HubSpot and Google Sheets accounts are linked through the HubSpot App Marketplace or a workflow.

Setting Up HubSpot Workflows with Google Sheets:

Step 1: Define Workflow Trigger:

Go to the Workflows section. Click on the Create workflow button to start a new workflow. Then, Choose the trigger for your workflow. 



This could be an event such as a form submission or a specific action taken by a contact in HubSpot.

Step 2 : Adding Workflow Actions

Within the workflow editor, you'll need to add actions to your workflow. 

Look for options related to Google Sheets integration, such as Create a Google Sheet row or Update data in a Google Sheet.



Step 3 - Configuring Workflow Actions: 

Once you've selected the appropriate action, Configure it to specify which Google Sheet to send data to and which columns within the sheet should receive the data. Once done, Click on Save.



Once you're confident that your workflow is set up correctly, you can activate it to start automating the process of transferring data from HubSpot to Google Sheets.

While HubSpot workflows offer automation capabilities for data transfer to Google Sheets, it's essential to weigh these considerations and limitations to optimize the integration process effectively.

Advantages: 

 Let’s see what HubSpot Workflows have to offer:

  • Do everything within the HubSpot environment: If you are more comfortable working in HubSpot, then this might be a good option for you

  • Good for automating basic tasks

Disadvantages: 

Using HubSpot workflows to connect with Google Sheets is possible, but it’s often not the easiest or most efficient solution. Here’s why:

  • Limited actions – It doesn’t support some basic actions like removing rows from sheets

  • Learning curve – People unfamiliar with the HubSpot environment need to learn the basics of the platform. Superjoin eliminates this problem as everything happens in Google Sheets.

HubSpot offers a native integration with Google Sheets; however, Superjoin presents a compelling alternative that addresses several limitations of this native integration. You can know more about the key differences between HubSpot's native Google Sheets integration and Superjoin.

We covered various methods of connecting HubSpot to Google sheets. This might leave you wondering – “Why do we need to connect HubSpot to Google sheets in the first place?”.

Let us take a look at the how you can benefit from HubSpot integration with Google Sheets according to different use cases.


Common Use Cases of Integrating HubSpot & Google Sheets

Managing data in HubSpot is tough - whether updating data, reporting, tracking your sales pipeline or doing deeper analysis. All this becomes 100x easier with HubSpot data in Google Sheets. Let's see some of the use cases you can unlock by integrating both these platforms together.

Bulk Data Operations

Making bulk updates to data in HubSpot can be quite exhausting. Imagine updating 1000s of contacts or tagging each ticket manually in HubSpot. These are 100s of hours of grunt work. With Superjoin’s 2-Way Sync, you can connect HubSpot to Google Sheets to simplify bulk operations like:


  • Inserting Bulk Records in different objects in HubSpot: Now you can quickly insert thousands of new records (contacts, deals, tickets, etc.) in HubSpot through Google Sheets. Instead of entering them one by one in HubSpot, prepare the data in Sheets and push it directly to HubSpot using Superjoin.


  • Updating Bulk Records: Need to update thousands of records? No problem. Make edits in bulk in the comfort of Google Sheets and push them back to HubSpot, saving hours of manual work.


  • Deleting Bulk Records: Need to clean up outdated or duplicate records from your HubSpot data? Use Superjoin with Google Sheets to remove records in bulk. This is under development!

Reporting - Automated Custom Reporting

Doing a deep data analysis in HubSpot can get really tedious. Let's dive into some specific use cases for reporting that can help your business grow. We have also attached the best templates we could find for each of these reports.

Sales Pipeline Analysis: Pipeline analysis evaluates and monitors the stages of a sales pipeline. It tracks leads and opportunities from first contact to deal closure. As a result, it leads increased sales efficiency. You can check out this free sales pipeline templates list.

  • Revenue growth over time

  • Sales pipeline health

  • Conversion rates at different stages

HubSpot Win-Loss Analysis: It focuses on evaluating the reasons why deals are won or lost, providing insights that can help improve business strategies. By analysing data such as customer feedback, competitor performance, and internal sales processes, companies can identify patterns and trends.

HubSpot MRR Dashboard: Monthly Recurring Revenue (MRR) Dashboard is a great use case of reporting. It provides businesses, particularly SaaS companies, with a comprehensive view of their recurring revenue on a monthly basis. Check out this MRR dashboard that Superjoin has created which helps you dig deeper into your MRR data and find insights. The dashboard typically tracks key metrics such as:

  • New subscriptions added during the month

  • Churn rate (customers cancelling their subscriptions)

  • Upgrades and downgrades by existing customers

HubSpot Sales Opportunities: Track and analyze potential deals in your pipeline. Evaluate data on lead sources, deal stages, expected closing dates, and projected revenues.

HubSpot Pipeline Creation: This reporting allows teams to make informed decisions, optimize strategies, and allocate resources effectively. Monitor the number of leads or opportunities at each stage and identify bottlenecks.

Marketing Performance Tracking: Assess the effectiveness of your marketing campaigns through custom metrics such as lead generation, conversion rates, and ROI. Use marketing performance templates to visualize your campaign results.

Customer Segmentation Reports: Segment your customers based on various criteria such as behavior, demographics, or purchase history to tailor your marketing efforts.

Lead Scoring Model: Build a highly effective Lead Scoring Model in Google Sheets using HubSpot data to prioritize your leads. This model helps you evaluate and rank leads based on engagement levels, behavior, and demographics. For example, tracking website visits, email opens, and customer interactions allows you to identify high-quality leads. With timely updates, you can focus on leads more likely to convert, ensuring your sales team spends time on the most valuable prospects.


Conclusions and Key Takeaways

Integrating HubSpot with Google Sheets doesn’t need to be difficult. There are a lot of tools at your disposal to choose from, but with Superjoin, you get 2-Way Sync, automated reporting, and so much more which will help you manage your data effortlessly.

All of these with a user-friendly UI makes Superjoin the ideal tool for your HubSpot Google Sheet integration. Try Superjoin for free today!


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How to Connect HubSpot to Google Sheets-Complete Guide (2024)

Integrate HubSpot with Google Sheets for automated reporting, real-time data sync, and enhanced workflow efficiency.