Sync HubSpot Deals to Google Sheets in Minutes

How does this playbook work?

This workflow automates transferring HubSpot deals data into a Google Sheet, streamlining sales reporting and team collaboration.

Inputs

HubSpot API key
Target Google Sheet and tab

outputs

Updated Google Sheet with HubSpot deals data

This automation streamlines the process of transferring all deals data from HubSpot into a Google Sheet. It is designed to help sales and marketing teams maintain up-to-date records across their tools.

The workflow initiates by retrieving all deals from HubSpot using the provided API key. Then, it appends this data into a specified tab in Google Sheets. This is particularly useful for:

Consolidating sales data for reporting and analysis
Sharing deal status updates with team members who don't have HubSpot access

Note: The automation can be customized to sync with other CRM platforms or databases, such as Salesforce or Airtable, and supports a variety of data visualization and manipulation tools.

With Bardeen, this automation not only saves time but also ensures that your team has the most current data for decision-making, analysis, and team updates.

Step 1: Install the Bardeen App

To initiate, ensure to install the Bardeen app on your device.

Step 2: Navigate to the Magic Box

After installation, proceed to the Magic Box and input the prompt:

Copy all HubSpot deals to Google Sheets

Step 3: Integrate the Workflow Integrations

Before running, set up the necessary integrations for your workflow. This involves connecting HubSpot for sourcing deals and Google Sheets for the destination.

Step 4: Run the Workflow

With everything set, execute the workflow. This workflow is designed to:

Retrieve all deals from HubSpot, leveraging your HubSpot API key for authentication.
Then, it will append this data to a specified tab in a Google Sheet, ensuring all HubSpot deals are systematically copied over.

Try this free

The #1 free AI Automation extension for Chrome

How to Automatically Sync HubSpot Deals to Google Sheets?

Exporting HubSpot Deals to Google Sheets

For businesses using HubSpot, exporting deals to Google Sheets can streamline reporting, analysis, and collaboration. While HubSpot offers powerful CRM capabilities, integrating this data with Google Sheets allows for enhanced data manipulation, sharing options, and the ability to generate custom reports. This guide will walk you through the manual process of exporting HubSpot deals to Google Sheets, as well as introduce how Bardeen can automate this task, saving you time and ensuring your data is always up-to-date.

Ready to automate your data export process? Use Bardeen to seamlessly transfer your HubSpot deals to Google Sheets. Get started here.

Manual Export from HubSpot

To manually export deals from HubSpot, follow these steps:

Navigate to your HubSpot account and go to the 'Sales' tab, then click on 'Deals'.
In the deals dashboard, select the view that contains the deals you wish to export. If necessary, you can create a custom view to filter for specific deals.
Once you have your desired deals displayed, look for the 'Export' option, usually found in the options menu at the top right of the deals table.
Choose your export format. HubSpot typically offers options like CSV or Excel. Select the one that best suits your needs.
After exporting the file, open it and make any necessary adjustments to the data.
Finally, open Google Sheets and import the file. Google Sheets supports importing both CSV and Excel files, making it easy to transfer your data.

Connecting Google Sheets to HubSpot

For a more integrated approach, you can connect Google Sheets directly to HubSpot using HubSpot workflows. This requires setting up a workflow action to either create new rows in a Google Sheet or update existing rows with data from HubSpot deals. Before you can add data to Google Sheets with workflows, you'll need to connect Google Sheets to your HubSpot account. This can be done from the App Marketplace or within a workflow setup.

To set up this connection:

Go to the 'Automation' tab in HubSpot and select 'Workflows'.
Create a new workflow or edit an existing one, then choose the 'Create Google Sheet row' action or the 'Update data in a Google Sheet' action, depending on your needs.
Select the spreadsheet and sheet where you want to send the data. Configure the columns and properties you want to export.
Save your workflow. Now, whenever the workflow is triggered, your HubSpot deals data will be automatically updated in Google Sheets.