Google Sheets HubSpot Integration: 8 Easy Steps

Are you looking to build a Google Sheets HubSpot integration? We have you covered. HubSpot is a completely managed customer relationship management software suite provided based on a software-as-a-service model. Hubspot consists of three services – Marketing Hub, Sales Hub, and Service Hub.

Customers can choose among these services based on their requirements and subscribe to any combination for Google Sheets HubSpot Integration that works for them. Being a completely managed service, it spares the organizations of all the effort in developing and maintaining the software.

Organizations that use multiple data storage solutions and software services often find themselves up against requirements to load data from various data sources to Hubspot.

This post explores the Google Sheets HubSpot Integration to load data from Google Sheets to Hubspot. You will also read about a few tools for Google Sheets HubSpot Integration.

Introduction to HubSpot

HubSpot is a SaaS tool that businesses use to communicate with their customers, leads, etc. It is an all-in-one package with a  variety of tools to manage sales, marketing, and customer service. HubSpot can be used to host your website, landing pages, and create email sequences.

It can help you create content with its Content management software. You can easily manage your interaction with leads and customers. On top of that, you can gauge the success of your marketing campaigns and track user behavior.

Introduction to Google Sheets

Google Sheets is a free Web-based Spreadsheet Program provided by Google as a part of its Google Apps Suite. It allows multiple users to create, edit and collaborate on spreadsheets in real-time.

Google Sheets is a free and fully functional Spreadsheet program that is compatible with the most popular Spreadsheet formats. Since Google Sheets is a cloud-based Software-as-a-Service (SaaS) utility, your files are accessible from anywhere via computer and mobile devices.

The key features of Google Sheets are as follows:

• Collaborative Editing: One of the most widely used features of Google Sheets is Collaborative Editing in real-time. This allows multiple people to work on a single sheet from different devices at any point in time.
• Google Sheets Dashboards: Google Sheets Dashboards feature different types of visualizations to communicate the insights to users. It makes it easier for everyone to understand the information you are trying to communicate.
  Facing difficulty in building Google Sheets Dashboards? Check out our detailed guide on the same.
• Offline Editing: Google Sheets allows users to edit files even if they are not connected to the Internet. On the desktop, users can install the Google Docs Offline extension on Google Chrome to enable offline editing for all applications within Google Docs.
• Integration with Google products: Google Sheets and other Google Docs applications can easily be integrated with other Google products such as Google Forms, Google Translate, Google Finance, etc.

Now that you have a basic understanding of both platforms, let’s dive straight into the Google Sheets HubSpot integration.

Why Connect HubSpot to Google Sheets?

You can use the Google Sheets HubSpot integration:

• To automatically add all your contacts and their corresponding information from Google Sheets into the HubSpot CRM.
• Google Sheets HubSpot Integration makes it easier for users to customize and automate HubSpot reporting at your company by populating Google Sheets with different types of HubSpot data such as Deals, Contacts, Companies, etc.
• To ensure you always have access to real-time HubSpot information in your dashboard.
• Google Sheets HubSpot Integration allows users to monitor Sales and Revenue in real-time by importing HubSpot data into Google Sheets.
• To export HubSpot Deals and other data required to analyze and enhance your Sales Teams’ productivity.

Different Types of Data that can be Pulled with Google Sheets HubSpot Integration

• Deals: Google Sheets HubSpot Integration can export Deals to build custom HubSpot reports in Google Sheets to keep track of the company’s progress.
• Contacts: Google Sheets HubSpot Integration can import Contacts to create a dynamic list in a Spreadsheet. You can further use a Marketing Automation Tool to keep your clients informed about the updates.
• Products: Google Sheets HubSpot Integration can also pull products information from HubSpot to Google Sheets, and create a dynamic list of all items that are available for sale.
• Tickets: Google Sheets HubSpot Integration can be used to export HubSpot Tickets data to Google Sheets, and analyze and enhance the response. You can observe how many tickets were registered and closed in the past.
• Companies: You can also import Companies and their corresponding information from HubSpot to Google Sheets to have an overview of all organizations that have interacted with you in the past. You can further categorize them and come up with personalized offers/campaigns for them.

Prerequisites

To set up a Google Sheets HubSpot integration, you should have:

1. A Google account 
2. A HubSpot account
3. The basic idea of Rest APIs 
4. The basics of Python language

Performing Google Sheets HubSpot Integration

The easiest way to set up Google Sheets HubSpot Integration is by saving the sheet as an excel, converting it into CSV, and using Hubspot import wizard to upload the CSV. But this method has no relevance in an automated pipeline. Automating Google Sheets HubSpot Integration process is done as below. 

1. Obtain the client secret from Google APIs to invoke the Google Sheets API. This can be done as below. To do this, head to https://console.developers.google.com/ and navigate to the credentials section. Click ‘Create Credential’. Download the key and save it as ‘client_secret.json’.

2. In your Python environment install the sheets SDK as below.

pip install gsheets

3. The next step is to implement a simple python script to download the sheet and save it as a CSV file. We will begin by authenticating and accessing the Google sheet through its URL. The sheet should have two columns – First name and Email. 

from gsheets import Sheets
sheets = Sheets.from_files('client_secrets.json', 'storage.json')
url = 'https://docs.google.com/spreadsheets/d/1mxxFaQGJI-kSFcWjnAmb_xoY5BZliGsOLCc9iu07JYY'
s = sheets.get(url)

The above snippet uses two key files – A client_secret.json and storage.json.

The first file was downloaded in the first step. The second file will be downloaded through the Google OAuth process when you run the script. When the Sheets object is instantiated, you will be redirected to the browser where you will need to enter your username and password. This is a one-time process.

4. Convert the sheet to a CSV file using the below line of code.

s.sheets[1].to_csv('contacts.csv', encoding='utf-8', dialect='excel')

5. The next step is to use the same file to import to the Contacts table in Hubspot. You will begin by setting up the URLs for HubSpot import API. Use API_KEY generated in second step here.

import requests
import json
import os
# insert your api key here
url = "https://api.hubapi.com/crm/v3/imports?hapikey=<API_KEY>"

6. Setup the mapping configuration to map from CSV file content to HubSpot Contacts object model.

data = {
    "name": "test_import",
    "files": [
        {
            "fileName": "test_import.csv",
            "fileFormat": "CSV",
            "fileImportPage": {
                "hasHeader": True,
                "columnMappings": [
                    {
                        "ignored": False,
                        "columnName": "First Name",
                        "idColumnType": None,
                        "propertyName": "firstname",
                        "foreignKeyType": None,
                        "columnObjectType": "CONTACT",
                        "associationIdentifierColumn": False
                    },
                    {
                        "ignored": False,
                        "columnName": "Email",
                        "idColumnType": "HUBSPOT_ALTERNATE_ID",
                        "propertyName": "email",
                        "foreignKeyType": None,
                        "columnObjectType": "CONTACT",
                        "associationIdentifierColumn": False
                    }
                ]
            }
        }
    ]}
datastring = json.dumps(data)
payload = {"importRequest": datastring}

7. You will now use the CSV file created in the 4th step to Google Sheets HubSpot Integration.

files = [
    ('files', open(“PATH_TO_CSV_FILE”, 'r'))
]

response = requests.request("POST", url, data=payload, files=files)

print(response.text.encode('utf8'))
print(response.status_code)

8. Execute the script and wait till you see a 200 status code. You can then head to HubSpot to verify the data has indeed been imported.

That is the end of the steps required for Google Sheets HubSpot Integration. The obvious disadvantage of this approach is the amount of coding required. Other than this, there are a few more challenges that an organization may face while trying to set up this load process.

1. In most cases, such load operations run at specific intervals. The logic to accomplish this has to be built additionally.
2. The above approach does not handle any transformation to the data before loading it to Hubspot. In real life, it is unlikely to have access to perfectly transformed data ready for import.
3. Hubspot API internally does not have any mechanisms to handle duplicates. So any such checks have to be incorporated in the script itself.

If all of that feels like too much effort for a simple import process, you should consider using a Cloud-based ETL tool like Hevo for setting up a Google Sheets HubSpot Integration.

Using an Integration Solution to Automate HubSpot Reporting

Apart from manually transferring data from HubSpot to Google sheets, there is a simple and automatic way to do this by applying Google Sheets HubSpot Integration. There are many tools available in the market that will provide you with HubSpot Google Sheets Integration and can automatically import your HubSpot data to Google Sheets with one click. Moreover, Google Sheets HubSpot Integration keeps the data updated Google Sheets so that you don’t have to bother about up-to-date data.

Every tool for Google Sheets HubSpot Integration has some unique features, pricing, and other factors that make it a little difficult for companies to choose the right tool to fulfill their requirements. 

Most Effective HubSpot Google Sheets Integration Solutions

1) Supermetrics

Supermetrics is a versatile and leading Marketing data engine that makes the job for marketers a lot easier. Marketers can easily handle all their marketing data across all the platforms and import or export this data to their favorite platforms and BI tools for Analytics and generating insights. Users can set up scheduled data pulling options so that they can get up-to-date data into Google sheets or other platforms. Its sidebar is not much user friendly and demands some time to get used to it.

Pricing

Supermetrics offers a 14-day trial to all its users and then charges $199 for 100,000 contacts. You need to ask for a quote if you have more contacts to fetch.

2) G-Accon

G-Accon is an easy-to-use tool for HubSpot Google Sheets Integration. This tool can even synchronize data in both directions means importing data from Google Sheets to HubSpot and HubSpot to Google Sheets. But this feature asks for a premium subscription. G-Accon also offers other services with different subscription charges. It let users contacts lists, contact properties, and contacts. For custom fields, G-Accon is not a good option.

Pricing

G-Accon offers 14 days trial period and afterward charges $14.99 where you have to manually sync or refresh data. The other plan costs $29.99 that allows you to schedule data refresh and automation.

3) Zapier

Zapier is a user-friendly tool that offers a no-code environment to its user to manage HubSpot Google Sheet Integration. You just have to connect your HubSpot account and Google Sheets account. Then it will automatically sync all the data from HubSpot to Google Sheets. Apart from HubSpot Google Sheet Integration, it also offers various Data Integration options with various platforms. Just with a few clicks, you are ready to access your Marketing data in other BI tools.

Pricing

Zapier also comes with a 14-day trial period and charges for its services based on the usage. The price is directly proportional to the number of tasks per month and integrations subscribed. For example, Zapier charges $24.99 monthly for 750 tasks per month.

4) Hevo

Hevo is a no-code Data Pipeline solution that allows marketers for HubSpot Google Sheets Integration and syncs their HubSpot data to data storage such as Data Warehouses or Databases and also connect to Google Sheets and other BI tools with ease. It streamlines the process of data loading and transforming without writing a single line of code. It offers a user-friendly interface and integrations with many platforms. Moreover, it offers many platforms for free.

Pricing

Hevo offers a 14-day trial to all its customers and comes with 3 packages. It costs nothing to use its free connectors and provides a limit of 1 Million events. Then comes the Starter pack that costs based on the usage and includes all the connectors. The Business pack can be used when you have more than 300M events and ask for pricing by contacting Hevo.

Choosing the Right HubSpot Google Sheets Integration Solution

So far, you have read about the automatic and hassle-free way to import HubSpot data to Google Sheets using the HubSpot Google Sheets Integration. Also, you read about various tools available in the market. You need an affordable and versatile tool that can complete your daily activities with ease and save time.

You can choose the tool for Google Sheets HubSpot Integration based on your business requirements and prices. Try to choose a tool that can help you make the most out of the tool and streamline the workflow. 

Maximize your marketing ROI by learning to integrate HubSpot with Google Ads. Follow our easy two-step guide for seamless integration.

FAQ: How to Import Contacts from HubSpot to Google Sheets?

To load your contacts from the HubSpot to your Google Sheets using the Google Sheets HubSpot Integration, follow the easy steps mentioned below:

• Log in to your HubSpot account and navigate to Contacts → Contacts as shown below.

• Next, click on All views as shown below:

• Now, under the Options field, select the Export option as shown below:

• Now, from the pop-up select the CSV file format and click on the include only properties in columns button and click on the Export button.
• Next, you can download the file from your email or by clicking on the pop-up “Click here to download”.
• Next, go to your Google Sheets and from the File tab, select the Import option as shown below:

• Under the Upload option, choose the HubSpot Contacts file that you downloaded and click on the Select button.
• Now, configure the details as shown in the screenshot below:

• Next, click on the Import Data option and you will observe similar output as shown below:

Learn More About:

Setting Up HubSpot Monday Integration

Conclusion

This article teaches you how to set up the Google Sheets HubSpot integration with ease. It provides in-depth knowledge about the concepts behind every step to help you understand and implement them efficiently.

Discover the process of syncing HubSpot data with BigQuery to enhance your data analysis capabilities.

Tell us about your experience of setting up the Google Sheets HubSpot integration! Share your thoughts in the comments section below!