HubSpot, while stocked with robust reporting tools, often presents a cumbersome interface that may not suit all users' needs for data manipulation and customization. This can lead users to opt for more flexible platforms such as Google Sheets to analyze their CRM data.

Google Sheets not only offers powerful data analysis tools but also enhances operational efficiency through easier data manipulation and collaboration. In this guide, we'll explore practical methods to transfer your HubSpot data into Google Sheets, simplifying what can often be a daunting process.

Advantages of Exporting Data From HubSpot to Google Sheets

Exporting HubSpot data to Google Sheets provides numerous advantages for SalesOps and RevOps teams. The key benefits include:

Enhanced Data Analysis: Google Sheets offers advanced features like pivot tables and charts, enabling users to delve deeper into customer behaviors and sales outcomes.

Increased Efficiency: By exporting data from HubSpot to Google Sheets, users can automate transfers, saving time and reducing errors associated with manual data entry.

Facilitated Collaboration: Sharing data in Google Sheets fosters collaboration among team members, allowing for real-time updates and informed decision-making.

Customizable Reporting: Users can tailor reports in Google Sheets to meet specific business needs, integrating various datasets for comprehensive analysis.

These advantages will help you unleash the complete potential of your HubSpot data, enabling you to generate sharper insights.

Top 3 Methods to Export Data From HubSpot to Google Sheets

Explore three effective methods for exporting data from HubSpot to Google Sheets:

Using StackIt: Recommended for quick integration and automated data imports.

Using Hubspot’s Manual Exports: Recommended for limited data exports.

Using Hubspot Workflows: Recommended for one-time data imports.

Method 1: Using StackIt

StackIt is a data integration tool that allows users to import data from various SaaS applications into Google Sheets

Step-by-Step Guide to Export Data From HubSpot to Google Sheets Using StackIt:

1. Install StackIt: Navigate to the Extensions tab in Google Sheets, select Add-ons, and choose Get Add-ons. 
   
   

Search StackIt in the Google Workspace Marketplace and click on Install to initiate the installation process as guided.

You can also directly install StackIt from the Google Workspace Marketplace.

2. Launch StackIt: Return to the Extensions menu and launch StackIt 🚀. The StackIt panel will appear on the right side of your screen within Google Sheets.
   
   

3. Select HubSpot as the Data Source: Click on Connect your first source
   
   

Choose HubSpot from the list of available Connections.

4. Click on Connect: Click on Connect and follow the on-screen instructions to connect your HubSpot account to Google Sheets seamlessly.
   
   

5. Choose Data Objects: Select the specific data objects you wish to import from HubSpot, such as Deals data.
   
   

6. Customize Field Selection: Customize your data import by choosing which fields to include and preview your data visually before importing.
   
   

7. Initiate Import: Click on Import, and watch as your HubSpot data populates your Google spreadsheet instantly.
   
   

8. Set up a Schedule

StackIt lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule.

This way, you can easily update HubSpot data in Google Sheets without having to do it manually. This ensures that the data stays up-to-date with minimal effort. 

Why choose StackIt for exporting data from HubSpot to Google Sheets?

Seamless Integration: StackIt offers a seamless integration with HubSpot, simplifying the connection process and ensuring data accessibility.

Visual Preview: StackIt provides a visual preview of imported data, allowing users to customize columns and avoid messy imports.

Google Sheets' Power: Benefit from Google Sheets' collaborative capabilities and robust data visualization tools.

Automatic Refresh: Keep Google Sheets synchronized with HubSpot data effortlessly, ensuring data accuracy and timeliness.

Method 2: Using HubSpot’s Manual Export Tools

Here's an alternative approach to Export HubSpot data to Google Sheets. You can export your HubSpot records, content, and data manually as CSV files. Afterward, simply open the CSV file using Google Sheets.

Hubspot also offer flexibility in exporting various data types, including:

Posts, pages, and templates
Files and URLs
Traffic and campaign analytics
Prospects and workflows
Reports and dashboards
Contacts, companies, deals, and tickets
Marketing content and data
Customer feedback and more.

Step-by-Step Guide to Manual Export:

1. Access Export Options: Navigate to the desired data in HubSpot and locate the Actions button.

2. Select Data for Export: Choose the specific data objects you want to export, such as contacts or reports.

3. Set Export Preferences: Follow the prompts to customize export settings, including file format (CSV), and data range.

4. Initiate Export: Confirm your selections and initiate the export process.

5. Download CSV File: Once the export is complete, you'll receive a download link via email.

6. Open in Google Sheets: Download the CSV file and open it directly in Google Sheets for further analysis.

Although this manual export process is straightforward, it can consume a lot of time and become monotonous. While working with multiple CSVs data accuracy also becomes a challenge.

Considerations and Limitations:

Beyond the flexibility HubSpot provides in exporting different data types, there are certain factors and constraints to keep in mind.

Data Range Restrictions: HubSpot workflows may limit the number of columns updated in Google Sheets, potentially affecting the scope of data integration.

File Size Limitations: HubSpot imposes size limits on exported files. Large datasets may require splitting into multiple exports or alternative methods for transfer.

Data Formatting: Depending on the complexity of the data and HubSpot's export settings, formatting issues may arise in Google Sheets, requiring manual adjustments.

Export Frequency: Manual exports require user intervention and may not be suitable for real-time data updates. Consider the frequency of data updates needed for accurate analysis.

Learn more: HubSpot Native Google Sheets Integration vs. StackIt : A Comprehensive Comparison

Method 3: Using Built-In HubSpot Workflows

Another avenue to seamlessly export data from HubSpot to Google Sheets involves utilizing HubSpot's native workflow feature. Although not as straightforward as StackIt, it provides flexibility for users who prefer working within the HubSpot ecosystem which comes with its own limitations.

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: navigate to Automations and go to the Workflows section on your HubSpot account page. 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, you'll need to 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 exporting 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 data export process effectively.

Considerations and Limitations:

Data Range Restrictions: HubSpot workflows impose limitations on the number of columns that can be updated in a Google Sheet, typically limited to the first 100 columns. This constraint may affect the scope of data that can be exported and analyzed.

Data Labeling Requirements: It's imperative to ensure that all columns in the designated data range are appropriately labeled. Failure to label columns accurately may result in data discrepancies or errors during the export.

Manual Data Entry Implications: Manual data entry into the Google Sheet can disrupt the workflow and lead to inconsistencies. It's advisable to minimize manual interventions to maintain the integrity of the exported data.

For all the above reasons, using Hubspot-native workflows is recommended for one-time data import.

Effortlessly Exporting HubSpot Data into Google Sheets is now a breeze with StackIt!

Say goodbye to manual data exports and repetitive tasks. With StackIt, streamline your workflows and boost productivity with just a single click.

Try out StackIt today on your own or book a demo to automate your data analysis and reporting workflows.