Sales reporting can be a major pain. You need to share an update on deals, pipeline, client projects, and more, but your stakeholders don’t use Salesforce, HubSpot, or the other tools your sales team uses. And when you’re heads down working on hitting targets at the end of the month, the last thing you need is the added distraction of having to update a spreadsheet.
Wouldn’t it be nice if it was all just automated?
With Unito’s Google Sheets integration, you can build an automated sales report, removing the burden of manual updates from your team. We do this internally to update a weekly sales report in Google Sheets with high-value leads and closed deals from HubSpot.
Why use Google Sheets and Unito?
Before diving into it, why are Google Sheets and Unito the right tools for the job?
Google Sheets has exploded in popularity in recent years. The Google Suite — which includes Google Drive, Google Slides, and Google Sheets among other apps — has more than 2 billion monthly active users. Even if only 5% of them use Google Sheets, that’s 100 million users! This prevalence is important. You want your sales reports to be accessible to collaborators across your company — not only those with access to your team’s specialized tool stack. We needed sales information at Unito to be accessible to product managers, marketing team leaders, and other non-customer-facing team members. All of them used Google Sheets for one thing or another.
But even beyond usage, Google Sheets is both flexible and simple for anyone to pick up. That flexibility means you can customize your sales tracking report to perfectly suit your use case and even go beyond the native reporting of your sales tools. And when the data starts rolling in, you can share it with confidence, knowing no one will struggle to jump in and read the data.
Then there’s Unito, a no-code integration tool that allows you to build two-way connections between your most important business tools. In just a few clicks, you can create workflows that automatically update cells in Google Sheets. So with Unito’s help, you can sync in sales tool data — no manual work involved.
Now that you know the why, here’s the how.
Step 1: Install the Unito add-on to your Google Workspace
The first step to using Unito’s Google Sheets integration is installing the Unito add-on to your Google Workspace. This allows Unito to update your sheet with information from other tools.
Start by going to the top of the Google Sheet you’ll use for the sales report. Click on Add-ons, then on Get add-ons.
Search for “Unito for Google Sheets” and you should see the add-on.
Install it and you’ll see some instructions for how to use it. You should definitely read them, but we’ll cover most of that information below.
Step 2: Build your Google Sheets sales report
Now it’s time to build out your sales report. While you can customize the report to your specific needs, there are a few principles you need to follow so that Unito can automate everything.
First, you’ll need to use the first row as a header. Each cell in that first row represents a field for Unito.
When you sync in data from other work tools, that data will be matched to a specific column. So whether you want your report to cover company name, deal amount, deal status, sales rep in charge, last contact, next steps, or any other field, make sure you create a corresponding value in the first row of your sheet.
Then, click on your Unito add-on, click Get started with Unito, and select Insert the two columns in this sheet. Unito will automatically create a column named UnitoID at the beginning of your first row and one named Last Modified at the end of it.
With these columns, Unito knows that everything between them should be synced. And they’ll be filled automatically, so you never need to touch them. You can even hide them so they’re out of sight, out of mind.
Step 3: Automatically populate your Sheet with Unito
Now that you have the add-on and your report is built, it’s time to build your Unito workflow.
Go to Unito’s website and sign up for a free trial. Then, create your first flow.
Start by picking the blocks of work you want to connect for your sales report. On one side, you’ll want the sheet you’re using for sales reporting. On the other, pick the sales tool you’ll be using to feed your report. In our case, this was HubSpot. If you’re using multiple tools for this, you’ll need to create a flow for each one.
Then, you need to set the sync direction. We only wanted a one-way flow but didn’t want anything in Google Sheets to flow back into HubSpot. But you could use a two-way workflow if you wanted your stakeholders to be able to edit any fields in the source tool.
Next, Unito allows you to create customizable rules to filter only specific information back into Google Sheets. In our case, we only wanted to sync deals of a certain size that came after a specific date. You could also filter by deal status, or any other field that matters to you and your team.
If rules decide what information lands in your report, field mappings determine where that info lands. Mappings basically translate information from one tool into something that will make sense for the other. You don’t need your Sheets rows and columns to be named the same as your sales tool fields (though we did it that way). Mappings let you name things however you want while still ensuring that data lands in the right place.
That’s all there is to it. Launch your flow and watch as Unito automatically populates your Google Sheet sales report. The report can be updated by Unito in real-time, so you never need to initiate the workflow or manually create a new report each time. It’s all done for you.
Sales, Reporting for Duty
Your sales team might work out of a specialized tool, but that specialized work impacts the entire business. When you need to keep stakeholders in the loop, you’re better off meeting them on neutral ground.
By syncing sales data to a Google Sheet with Unito, you can automate sales reporting — saving time and effort for your team while increasing the visibility of their work.
So go ahead and crush your quotas. Unito will take care of the rest.