Wanna connect HubSpot to Google Sheets? I’ve been there. And since I did the homework, I’m sharing the best solutions with you.
HubSpot is a great CRM, I agree with you. But I don’t like the sales dashboards HubSpot proposes. They don’t fit my needs. I always want to change something. So I did what you probably also did: I built my own reports on Google Sheets. Awesome: just what I needed!
But… there’s a but… I must go through this copy-paste hell each time I need to update the data. Which is every week. It doesn’t take me THAT long, like 30 minutes or so. I love to start Monday mornings with a hot coffee by my side, focused and efficient. But then, the first task on my to do list is “Update sales dashboard”. 30 minutes every week, that’s 24 hours a year. Shoot me in the face!
In the first week of January, I started my day at work with a 10-minute meditation routine. My new year resolution after moving to San Francisco. Then, focused and relaxed, I sat in front of my computer. When I saw this dreaded copy-paste 30 minutes ahead of me, I decided I wouldn’t waste my precious time anymore. I’d make some research once and for all. Would find out how to automatically pull my HubSpot data into Google Sheets. And then I’d be free. An investment of 30 minutes now for more than 23 hours saved this year.
So I looked for a Google Sheets HubSpot integration. I found a few and I'm sharing my opinion about them here. Pros and cons, as well as price and free trials. So that you can choose the one that works best for you, and feel like you’re so much ahead of the game. 😎
In this article, I review Supermetrics, G-Accon, Zapier, Automate.io and Actiondesk.
Supermetrics is an add-on. When you’re on Google Sheets, it opens a sidebar where you pick the metrics you want. You run it, and it imports your data. Moving your data into Google Sheets is simple:
1. install the Supermetrics add-on
2. connect to your HubSpot account
3. pull your HubSpot data into Google Sheets
4. set up scheduled refreshes.
It supports 126 metrics and custom fields for Contacts, Companies, and Deals. So you should be able to build the dashboard you have in mind. A cool feature is that you can access all your historical HubSpot data from 2005.
I don’t find the sidebar user interface very friendly. I have the feeling developers built it without a UX designer. I manage 2 different queries on my sheet and I often end up with data pulled in the wrong place. It’s because it imports the data into the cells you’ve selected. So if you forget and click somewhere on your sheet, it messes everything up. Again, a UX issue. All in all, I’d say it’s a powerful tool but you need to get used to the interface.
It’s so expensive! It costs $199 per user per month under 100K contacts. If you have +100K contacts, you’ll need a quote. You can use the 14-day free trial before committing to that kind of amount. You spend 30 minutes updating your sales dashboard weekly? Then as yourself: is my time more valuable than $50/hour? If yes, pay.
G-Accon for HubSpot is an add-on. It’s easy to use:
This tool converts Google Sheets into your interface to work with your HubSpot data.
Some of your data. You can only export fields such as Companies, Contacts Lists, Contact Properties and Contacts. So it won’t work for you if you need to import other metrics or custom fields.
With the $14.99 monthly plan, you manually refresh the data. To export from HubSpot to Google Sheets and to push your spreadsheet edits back.
With the $29.99 monthly plan, you can schedule automations. Use the 2-week free trial to check it out.
Zapier leads the no-code movement. Let’s say you receive a new contact or a form submission. The data will be automatically pulled from HubSpot to live edit your Google Sheet. It’s easy to set up. It works with Contacts, Blogs, Forms and Calendar updates.
But it doesn’t analyze past data. And if you need to get more data on Engagements and Deals, then keep reading, another solution will suit you best.
Another shortcoming is about updating existing records. For instance, if you created a contact a week ago and you changed an attribute after that, Zapier won’t help. If you update a property, the sheet doesn’t update as well. It’s workable but tricky to set up.
If you need less than 100 tasks per month, the service is free for you my friend! Otherwise, pricing scales by your usage. For instance, it costs $24.99 monthly for 750 tasks per month, $61.25 monthly for 2,000 tasks per month, and so on.
If you have very simple use cases and look for a no-brainer UI, you’ll like Automate.io. You map your Google Sheet columns to relevant HubSpot fields with a drag-and-drop interface. Let's say you trigger when you update a row in Google Sheets. It then automatically updates a contact in HubSpot based on the email column in GS.
A great plus is that it also connects with 120+ other apps. For instance, you get a lead through Typeform, it adds a new client in HubSpot and creates a new row in Google Sheets.
It focuses on a handful of use cases, so it might not suit your needs if they’re more complex than the basic stuff.
If you run 250 actions per month, it’s free. You pay $49 per month for up to 10,000 monthly actions.
Now, my personal favorite: Actiondesk. It's a spreadsheet that lets you import and refresh data from HubSpot, among others.
Actiondesk is an alternative because it’s not a Google Sheets connector. It’s actually a spreadsheet software on its own. Yes, a full fledged spreadsheet software, connected to HubSpot. Meaning no more CSV copy-pasting. How Actiondesk works:
1. you connect your HubSpot account once, the data gets imported in your spreadsheet
2. you play with your data: build a dashboards or dig in the data to help you get your head into the numbers
3. whatever you built is automatically refreshed 😎
All connectors of HubSpot to Google Sheet need:
1. a HubSpot account
2. a spreadsheet
3. a connector to link them both
With Actiondesk, all you need is:
1. your HubSpot account
2. your Actiondesk spreadsheet, the integration being an integral part of the product.
You build your dashboard once and for all. It updated itself by retrieving data from HubSpot automatically.
Want access to Actiondesk? Go to: https://www.actiondesk.io/request-access-to-actiondesk
You have a 14-days free trial and $20/month after that.
FYI, I work at Actiondesk, so try it out and make your own mind.
G-Accon is best to look at basic data, if you want to mass edit fields on Google Sheets and then push it back. If you want to get the most out of your HubSpot data, use Actiondesk.