Improve HubSpot reporting and build beautiful, streamlined HubSpot dashboards with an effective HubSpot-Google Sheets integration solution.
HubSpot is dynamic, powerful, and user-friendly CRM with a wide variety of use-cases for sales and marketing teams. Even so, the HubSpot dashboard can be somewhat limiting. If you’re like us, you want to have more control over your sales dashboards than HubSpot offers on its own. It may seem like getting your data out of HubSpot and into a spreadsheet should be simple, but unfortunately, it’s much easier said than done.
There are two main options when it comes to connecting HubSpot with your spreadsheets: build your own dashboard manually or use a HubSpot-Google Sheets integration solution.
Building your own sales dashboard and HubSpot reports in Google Sheets
This is where most people start. When you build your own sales dashboard and reports in Google Sheets, you have control over what your data looks like and how to analyze it. The issue is that the data is stagnant.
As such, whenever you want to refresh the data in your spreadsheet, you must export a new HubSpot CSV file and update the data by hand. The process consumes valuable time and resources that would be better spent on essential tasks.
Using an integration solution to automate HubSpot reporting
The good news is that there’s a second option: using a solution that automatically integrates HubSpot with Google Sheets. These integration tools automatically import your HubSpot data right into your Google spreadsheets and keep it updated so you can say goodbye to HubSpot CSVs for good.
However, there are a lot of integration solutions on the market. How can you go about picking the one that’s best-suited for your needs? Luckily, we’ve done the research so you don’t have to. Here are the pros and cons of five of the best options:
TLDR — The best solution: Actiondesk
After reviewing all the available options, it’s clear that Actiondesk is the best solution overall — especially for businesses that are just starting out. Integrate data from a wide variety of sources into a user-friendly spreadsheet interface. Build custom dashboards and reports that update in real time and offer deeper visibility into your HubSpot pipeline. Actiondesk requires minimal set-up and empowers you to use the Excel functions and shortcuts you’re already familiar with. More importantly, it provides you with unmatched control over your HubSpot dashboards and HubSpot reports while saving you time every week. If you want to get the most out of your data and streamline HubSpot reporting, Actiondesk is the tool for you.
The 5 Most Effective HubSpot-Google Sheets Integration Solutions
Get the most out of your HubSpot-Google Sheets integration with Actiondesk
Actiondesk is a powerful solution unlike any other HubSpot-Google Sheets connector. It isn’t just a middle-man — it’s a full spreadsheet solution that includes both easy-to-use sheets and tool integration as integral elements of the product. While every other connector requires a HubSpot account, a separate spreadsheet, and a connector to link them both, with Actiondesk, all you need is a HubSpot account and your Actiondesk login.
Even better, with Actiondesk you only have to import your data once. After that, your spreadsheets will update themselves automatically by retrieving data from your HubSpot dashboards. Once your data has been imported, you can build your own dashboards — using just your spreadsheet skills. Actiondesk also enables you to automate HubSpot reporting and create custom dashboard reports based on your specific needs. All of these benefits translate into improved productivity and better data analysis.
Pricing & Free Trial
Actiondesk offers a 14-day free trial and is $15 per month after that. Request access to Actiondesk today.
HubSpot-Google Sheets connection via Supermetrics
Supermetrics is another great integration solution. It's an add-on for Google Sheets that supports 126 metrics and has custom fields for contacts, companies, and deals. And while Supermetrics offers good flexibility, it has a few major drawbacks.
To get started with Supermetrics all you have to do is install the add-on, connect to your HubSpot account, pull your HubSpot data into Google Sheets, and set up scheduled refreshes so the data will stay up to date. Once your data is imported, Supermetrics opens a sidebar right in your spreadsheet where you can pick the metrics you want and build your dashboard.
On the whole, Supermetrics is a viable option — but it suffers from two main issues. The first is that the sidebar interface is not very user-friendly. You'll need to devote a fair bit of time to adapt to the interface. The second is the price. Supermetrics is the most expensive tool on this list, and you’ll want to ensure it’s really worth the investment before you commit to it.
Pricing & Free Trial
Supermetrics offers a free 14-day trial. After your trial, the solution costs $199 per user per month under 100,000 contacts. If you have more contacts than that, you’ll need to obtain a quote.
HubSpot-Google Sheets connection via G-Accon
G-Accon for HubSpot is another great add-on — but one that offers different levels of service depending on which plan you choose. The easy-to-use tool connects your Google spreadsheets directly to HubSpot. With the more expensive plan, the tool then synchronizes your data in both directions. It also lets you create a schedule by which G-Accon will automatically refresh your data.
If your needs are fairly simple and straightforward, G-Accon may be well-suited for building out HubSpot reports. However, if you’d like to build especially detailed or complex HubSpot reports and dashboards, you may want to consider other options instead. This is because G-Accon has limited flexibility when it comes to exporting different types of data. The tool only lets you export companies, contacts lists, contact properties, and contacts. If you want to export any metrics or custom fields outside of these categories, you’ll need to find a different solution.
Pricing & Free Trial
G-Accon offers two different plans, each of which include a 2-week free trial. With the $14.99 monthly plan, you have to manually refresh your data. With the $29.99 monthly plan, you can schedule automations.
HubSpot-Google Sheets connection via Zapier
Zapier is a leader in the no-code movement, so it’s unsurprising that they offer an easy solution to the problem of integrating HubSpot and Google Sheets. Once the tool is connected, new data is automatically pulled from HubSpot for you to live edit in your Google Sheet. Zapier is easy to set up and works with your HubSpot contacts, blogs, forms, and calendar updates (but not engagements or deals).
If you need to build simple HubSpot dashboards, this tool may be a good option. However, if you’d like to build more complex HubSpot dashboards and engage in more intensive dashboard reporting, it can be restrictive. Zapier does not update existing records — it only imports new ones. That means that if you created a contact a week ago and you changed an attribute or property after that, Zapier won’t automatically update it in Google Sheets. What’s more, it doesn’t analyze users’ past data, so it isn’t well-suited for building out historical HubSpot reports. Finally, Zapier can be tricky to set up, making it a less-than-ideal solution for streamlining HubSpot reporting.
Pricing & Free Trial
Zapier’s pricing scales by usage. If you need less than 100 tasks per month, the service is free. Beyond that, you have a range of options based on your needs. For instance, Zapier costs $24.99 monthly for 750 tasks per month, $61.25 monthly for 2,000 tasks per month, and so on. Zapier also offers a free 14-day trial.
HubSpot-Google Sheets connection via Automate.io
If you have very simple use cases and you’re looking for a no-brainer UI, Automate.io is a great choice for you. The tool has a drag-and-drop interface that makes it easy to map your Google Sheet columns to relevant HubSpot fields. It also automatically updates information in HubSpot based on your changes in Google Sheets.
One of the biggest benefits of Automate.io is that it also connects with 120+ other apps. That means that if, for example, you get a lead through Typeform, Automate.io will automatically add a new client in HubSpot and create a new row in Google Sheets.
The only real issue with Automate.io is that it only enables a handful of use cases. If you’re trying to build a complex HubSpot dashboard, it probably isn’t the tool for you. You may want to consider another option on this list, like Actiondesk, which has a multitude of use cases.
Pricing & Free Trial
Automate.io offers a 7-day free trial. After that, the tool is free if you run up to 250 actions per month. You’ll pay $49 per month for up to 10,000 monthly actions.
Choosing the right HubSpot-Google Sheets integration solution
If you’re reading this article, you probably already know that integrating HubSpot and Google Sheets can have a huge impact on every part of your business, including your entire sales process. To make the most of your HubSpot dashboard, you need an integration solution that’s easy-to-use, affordable, and will automatically update your spreadsheets whenever any data is added or changed in HubSpot. Actiondesk is that solution.
Actiondesk empowers you to take control of your data with the help of custom dashboards, elevated HubSpot reporting, and more. Try Actiondesk today to learn how it can help you get the most out of your HubSpot data.