Actiondesk Tutorial: List and Explore All Your HubSpot Deals

Stephanie Lehuger
Stephanie Lehuger
May 7, 2021 · 5 min read
Sales conversion in progress

Use Actiondesk to import, sort, explore, and manipulate HubSpot data on all your deals. Then, use the spreadsheet formulas and shortcuts you’re already familiar with to build custom reports and dashboards. Gain a more comprehensive understanding of your deals, enabling you to make better sales and marketing decisions.

Ready to get started? Here’s how to start exploring all your deals data in Actiondesk.

Step 1: Import your HubSpot deals data

The first step is to import your deals data from HubSpot into Actiondesk. Follow these steps:

  1. Create a sheet called “Hubspot deals”
  2. Click the “Import” button
  3. In the dropdown menu, select your HubSpot account
  4. In the “Table to Import” dropdown menu, select “Deals”

Step 2: Filter, sort, explore, and manipulate your data however you want

That’s it! No need to clean up messy CSV files or learn any new software. Simply use the Excel formulas and shortcuts that you’re already familiar with to explore, filter, and organize your HubSpot deals.

As an Actiondesk user, you can easily import additional data from HubSpot or other data sources to build out custom dashboards and reports. Plus, since Actiondesk is a cloud-based tool, rest assured that data in Actiondesk will always reflect changes occurring in the original data source in real time.

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