Template: Automated Google Sheets Sales Pipeline with HubSpot Data
HubSpot is one of the most popular CRM platforms on the market, and it’s the go-to platform for tons of sales teams. But while it’s a robust, easy-to-use platform, sometimes you need that HubSpot sales data in a report or a spreadsheet everyone can get access to. For many teams, that’s not possible unless someone copies and pastes data manually from one tool to the other or spends hours cleaning up CSV exports from HubSpot to make that data useful in their spreadsheets.
But these aren’t your only options. Unito’s integration for HubSpot and Google Sheets allows you to automatically export HubSpot data to your spreadsheets while keeping everything in sync. That means anything your sales, support, or marketing teams do in HubSpot is reflected in Google Sheets. That’s great for reporting, visibility, and collaboration.
With this free template built by Unito, you’ll have a ready-made spreadsheet built specifically for this.
How the template works
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Step 1: Click USE TEMPLATE in the corner to create your own copy
Step 2: Sign up for a 14-day trial with Unito
In order to keep data in sync between HubSpot and Google Sheets, you will need a Unito account. Head to https://unito.io/ to create an account.
Step 3: Build a flow with HubSpot and Google Sheets
We’ve included steps below to walk you through the process. We recommend you follow the field mappings shown below.
Get the template
Step-by-step instructions for setting a Unito flow
This template is pre-formatted to turn HubSpot data into a powerful sales pipeline and reporting tool built right into a spreadsheet. But it works best when you use Unito to feed that data into Google Sheets automatically.
Step 1: Connect HubSpot and Google Sheets to Unito and pick your blocks of work
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Step 2: Set flow direction to one-way, from HubSpot to Google Sheets
This will automatically create new rows in Google Sheets any time a new work item (a task, deal, or ticket) is created in HubSpot. You can also set this to two-way if you want new Google Sheets rows to create new HubSpot work items.
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Step 3: Build your rules
With rules you can filter out HubSpot work items you don’t want in your Google Sheets report. You could choose to exclude all HubSpot tickets of a certain priority, for example.
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Step 4: Map your fields
If you only want data to sync from HubSpot to Google Sheets, set all your fields to one-way updates. If you want to be able to make changes to HubSpot from Google Sheets, set them up for two-way updates.
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Step 5: Launch!
After mapping your fields, you’re good to go! Now just sit back and watch as HubSpot work items are automatically synced to your report in Sheets.