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