Google Sheets
playbook Template

Export All HubSpot Products to a Google Sheets Tab

This workflow automates the transfer of product data from HubSpot to a Google Sheets tab, streamlining reporting and data sharing.
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Get HubSpot Product
Get HubSpot Product
Add data to sheet tab
Add data to sheet tab

How does this playbook work?

This workflow automates the transfer of product data from HubSpot to a Google Sheets tab, streamlining reporting and data sharing.
  • HubSpot account with products
  • Google Sheets tab for storing product data
  • Google Sheets tab updated with HubSpot product data

This automation transfers all product data from HubSpot into a specified Google Sheets tab, making it easier to manage and share product information within teams or for reporting purposes.

The process begins by retrieving all products from your HubSpot account. Next, it appends this data into a specified tab in Google Sheets. This is especially useful for:

  • Generating reports on product performance
  • Sharing product information across departments without giving direct access to HubSpot
Note: You can modify this workflow to connect with other CRMs like Salesforce, Pipedrive, or Airtable, and output platforms beyond Google Sheets, such as Coda or Notion.

Embrace the power of automation to streamline your product data management with Bardeen.

Step 1: Install the Bardeen App

To start, ensure the Bardeen app is installed on your device.

Step 2: Navigate to the Magic Box

Open the Magic Box and input the following prompt:

Copy all HubSpot products to Google Sheets

Step 3: Integrate the Workflow Integrations

Make sure to integrate the necessary integrations for the workflow. This involves connecting HubSpot for sourcing the products and Google Sheets for the destination.

Step 4: Run the Workflow

To execute the process, run the workflow. This workflow will:

  • Retrieve all products from HubSpot, ensuring no item is missed.
  • Append the retrieved data into a specified tab in Google Sheets, effectively copying all product details.
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How Can I Easily Export HubSpot Products to Google Sheets?

Exporting HubSpot Products to Google Sheets involves a few steps and can be achieved through different methods, including manual exports and using automation tools like workflows. This process is crucial for businesses looking to streamline their data management and reporting processes. Here's how to accomplish this task.

Manual Export of HubSpot Products

To manually export products from HubSpot, you can utilize the built-in export feature. This method is straightforward and does not require any third-party tools. Here are the steps:

  1. Navigate to your HubSpot account and go to the products section.
  2. Select the products you wish to export by checking the boxes next to them. If you want to export all products, select the checkbox next to the 'Name' column heading.
  3. Click on the 'Export' button located at the top of the table.
  4. In the dialog box that appears, choose your preferred file format from the dropdown menu, then click 'Export'.
  5. You will receive an email with a download link to your exported file.
Streamline your product data management by automating the export process with Bardeen. Try it now!

Automating Export with Workflows

For a more efficient and automated approach, you can use workflows to send data from HubSpot properties to your Google Sheets. This requires setting up a connection between Google Sheets and your HubSpot account. Here's a general overview:

  1. Connect Google Sheets to your HubSpot account via the App Marketplace or within a workflow.
  2. In your HubSpot account, navigate to 'Automation' > 'Workflows'.
  3. Create a new workflow or edit an existing one.
  4. Add an action to either 'Create Google Sheet row' for new data or 'Update data in a Google Sheet' for existing rows.
  5. Select the spreadsheet and sheet where you want to send the data. Configure the columns to send data to and which properties you'll send data from.
  6. Save your workflow. Now, your product data will automatically update in Google Sheets based on the triggers you've set.
Automate your HubSpot to Google Sheets data transfer with Bardeen. Get started here!

Whether you choose the manual export method or opt for automation with workflows, both approaches will help you efficiently manage your product data in Google Sheets. Automation, in particular, can save time and reduce errors, making it a valuable option for businesses looking to optimize their operations.

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Google Sheets
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