Google Sheets
Google Sheets
HubSpot
HubSpot
Autobook Icon
Google Sheets
Copy all HubSpot deals to Google Sheets
HubSpot
Copy all HubSpot deals to Google Sheets
Copy all HubSpot deals to Google Sheets
Copy all HubSpot deals to Google Sheets

Copy all HubSpot deals to Google Sheets

This playbook will copy all HubSpot deals to Google Sheets.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

Do you get tired of manually copying your HubSpot deals to Google Sheets every time you update your records? This can take a lot of time, lead to errors, and be frustrating. Our automation can help you make it easier and keep your data up-to-date. Deals are really important for any sales organization.

With just one click, you can copy your deals from HubSpot into Google Sheets, making it easy to keep track of your sales pipeline or create a report of your deals. We hope this helps you stay organized and save time!

Let's set it up!

Step 1: Install the extension and integrate HubSpot and Google Sheets

Click the “Pin it” button at the top of this page to save this automation to your Playbook. You will be redirected to install the browser extension when you run it for the first time.

Bardeen will also prompt you to integrate HubSpot and Google Sheets.

Click on the playbook card, and the setup flow will start. 

You will be asked to specify the Google Sheets document where you want to save the HubSpot deals.

Click on “Save Input” and checkmark Google Sheets. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to copy all HubSpot deals to Google Sheets

To trigger the process of copying HubSpot deal to Google Sheets, simply launch Bardeen and run the playbook.


To do this, press Option + B on a Mac or Alt + B on a Windows machine on your keyboard. This will automate the task and save you the hassle of manually adding the new row every time a deal is created.

This automation is fantastic if you are:

  • On a sales team that uses this automation to keep track of deals in both HubSpot and Google Sheets, ensuring that their data is always synchronized and up-to-date.

  • In a marketing team analyzing their sales funnel and monitoring the performance of their campaigns by tracking the deals created in HubSpot and copying them to Google Sheets for further analysis.

  • Belong to operations teams using this automation to keep track of customer orders, ensuring that all details are accurately recorded in both HubSpot and Google Sheets.

Find more Google Sheets automations, HubSpot automations, and sales prospecting automations, or edit the playbook to suit your own workflow.

Explore more available integration alternatives for integrate Google Sheets and HubSpot.

You can also find more about how to automate the lead management process and automate your sales prospecting process.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

Creator Avatar
Creator
Bardeen
Last update:
September 15, 2023

Related & similar Playbooks

Related articles

Why our users love Bardeen

Little Rocket Ship

Launch your productivity boost today.

By clicking “Accept All Cookies”, you agree to the storing of cookies. View our Privacy Policy for more information.