To Import HubSpot data to Google Sheets, download the HubSpot to Sheets add-on, connect your Google account, connect your HubSpot account, select accounts, metrics, dimensions (or breakdowns), and date ranges, and schedule hourly, daily, or weekly data refreshes to monitor your website and marketing performance.
By the end of the tutorial, you’ll know:
- 2 free and paid ways to connect HubSpot to Google Sheets
- Schedule automatic data refreshes
- Free HubSpot report templates for Sheets
- Customize your HubSpot reports on Google Sheets
- Available HubSpot metrics and dimensions
Free and paid ways to import HubSpot to Google Sheets
HubSpot add-on for Google Sheets
To import HubSpot data to Google Sheets automatically, follow these steps:
Step 1: Install the HubSpot to Google Sheets add-on and open a new sheet.
Step 2: Go to Extensions – Porter Metrics – Launch.
Step 3: Choose the HubSpot integration and connect your Google account. Porter will bring all the website views associated to it.
Optionally, connect multiple Google accounts to retrieve other website views’ data yours doesn’t have access to.
Step 4: name your query so you can save it for later and schedule automatic data refreshes.
For this example, we’ll call the query “Campaign performance”.
Step 5: Choose the Google account and the HubSpot account(s) you’ll import to your report.
The Porter Metrics add-on lets you pull and combine data from multiple HubSpot accounts in a single query, quite useful for agency client monitoring or companies that manage multiple brands in different website views.
Step 6: For the settings, choose a Google Analytics property, account, and view.
Step 7: set a dynamic or fixed date range for your report.
Dynamic date ranges refer to “Yesterday”, “Last month”, “This week” that will vary based on the current date; fixed date ranges are about defining a specific start and end date.
Step 8: Choose metrics and dimensions.
Metrics refer to the numbers. Dimensions are the way we can break down our data (by).
As metrics, select Total contacts, Total Deals.
As a dimension, break down by dates, sources or owners.
Access all the HubSpot metrics and dimensions available and suggested HubSpot KPIs.
Click on Create report and wait some seconds to load your data on the selected cell.
Downloading CSV files from the HubSpot manager
To import your HubSpot data to Google Sheets (free forever), download your HubSpot data as a CSV file from the Ads Manager and upload the CSV on Google Sheets.
However, this process is manual and you’ll need to repeat it every time you need a new query.
Schedule automatic data refreshes
Scheduling data refreshes on Google Sheets let you have your data automatically updated so you can monitor your HubSpot data hourly, daily, weekly, and monthly.
Go to your saved queries and go to options – Schedule.
Enable or disable your schedule to turn on and off the automation.
Set a refresh frequency (e.g. Daily).
Set a start date (e.g. Now or Tomorrow at the same time).
Choose an option to refresh your data.
- Replace previous import: new data overwrites old data.
- Append to import: new data will display in rows underneath the current data, useful to log and store historical data.
- Create a new sheet for every refresh: create a new Google Spreadsheet for every single query refreshed.
Free HubSpot report templates for Sheets
Some HubSpot templates for Google Sheets include:
- HubSpot marketing report template (Soon)
- HubSpot sales performance report template (Soon)
Google Sheets templates help you speed up your marketing reports setup.
To download a Google Sheet template, go to File – Marke a copy, and name the new copy.
To use them, notice first that the templates have two types of sheets: backend and frontend sheets.
Backend sheets contain the raw data that you can import and automatically refresh
with the HubSpot to Sheets add-on. It’s like the database.
To sync your data correctly and keep consistency, make sure to create the query from the first cell (A1) that matches the metrics and dimensions suggested in the template.
Frontend sheets contain the user interface with the dashboards, charts, and text, meant to be accessed by your team or clients.
Just like in software, frontend sheets are fed by the backend sheets.
If you update your frontend sheets, make sure to keep the cells with the formulas calling up the backend sheets data to avoid breaking your report.
Customize your HubSpot reports on Google Sheets
We’ll share some tips to make your HubSpot data more useful for marketing data analysis.
Set alerts and notifications
Send notifications to your team via email or Slack when data updates for daily, weekly summaries.
With the refresh scheduling feature, you can automatically update your Google Sheets with your latest HubSpot data.
Then, use Zapier or Make and trigger a new automation every time a Google Sheets row is updated or created, and send its data to Slack or via email.
Suggested tutorials:
- Automatically send a Slack message for new Google Sheets activity.
- How to send an email when updates are made to Google Sheets rows.
Visualize Google Sheets data on other tools
Once your data is on Google Sheets, you can quickly connect it to other tools for further analysis and better reporting and presentations:
Data Visualization and Business Intelligence:
- Connect Google Sheets to Google Looker Studio
- Connect Google Sheets to Microsoft Power BI
- Connect HubSpot to Looker Studio
Best for client and team dashboards and reports or performance monitoring.
Data presentations and slides:
Best for weekly/monthly team or client presentations.
Data warehouses (for dev teams):
Best for engineering teams to centralize companies’ data.
Track HubSpot goals
Add context to your data by comparing it against goals or using conditional formats.
Suggested tutorials:
- How-To: Conditional Formatting Based on Another Cell in Google Sheets
- How to use conditional formatting in Google Sheets
Goals will help you add context to your data so your team and clients are aligned and they can tell if your marketing performance is good.
Hubspot metrics and KPIs worth tracking
As reference, see the HubSpot fields list and suggestions for choosing HubSpot KPIs.
The HubSpot connector for Google Looker Studio offers all the +600 metrics and dimensions on the HubSpot CRM, including:
Hubspot CRM
Company:
Companies and contacts have different properties. When we talk about company, we refer to the organisation to which a contact belongs. Also, multiple contacts can be associated with one company.
This information is important because it gives you insights into the company’s size, industry, and more. Let’s take a look at Hubspot’s default company properties:
Company information: includes data such as industry, name, postal code, number of employees, number of associated contacts, time zone, phone number, and more.
Social media information: incudes data relate to social media such as Facebook and LinkedIn company page, Facebook fans, Twitter followers, and more.
Web analytics history includes data such as sessions, page views, and sources.
Conversion information: Includes data such as first conversion (and date), number of form submissions, recent conversion (and date).
You can know in detail all these properties by reading the next article: Hubspot’s default company properties.
Contacts:
This metric includes the number of contacts, new contacts, and lost contacts. Hubspot also categorizes your contacts based on where they are in your marketing and sales processes. The lifecycle stage by Hubspot contains the following stages:
- Subscriber
- Lead
- MQL (marketing qualified leads)
- SQL (sales qualified leads)
- Opportunity
- Customer Evangelist
Do you want to know more about the sales cycle? Please check the following content by Hubspot: Lifecycle stages.
Deals:
This metric includes different properties to help you track and manage your deals, such as the number of deals and won and lost deals. You can also create custom deal properties to capture the information most relevant to your business needs.
Take a look and check Hubspot’s default deal properties
Line ítems:
This metric is particularly important for businesses that sell products or services with multiple line items. With this metric, you can track each line item’s quantity, price, and product in a deal.
Product:
If your business sells products, this metric will be very useful to you. You can use it to track inventory, pricing, multiple currencies, and products.
You can learn more about line items and products in the following article: Creating products in the product library
Hubspot marketing analytics
Forms submissions
This metric includes information about the submitted forms and the number of submissions. You will be able to track metrics such as:
- CTAs clicked: Information about the CTAs that have been clicked (number of clicks)
- Conversion rates: This shows the percentage of people who have completed a goal.
Traffic:
Hubspot can also provide you with general information about your traffic including the number of unique visitors, page views, and bounce rate.
Learn how to analyze your traffic with Hubspot.
Pages:
This metric is particularly important for understanding which pages on your website are most popular and how they contribute to your overall traffic.
If you have a blog, this metric will be very useful to track the number of views, social shares, and comments for each blog post.
And if you have landing pages you will be able to track the number of views, conversion rate, and average time on page.
Acquisition sources:
This metric is used to track where your traffic is coming from. The most common acquisition sources are:
- Organic search
- Paid search
- Social media
- Referral traffic
- Email marketing
You can read the following article to understand HubSpot’s traffic sources
