Hubspot Reporting Templates

HubSpot is a leading CRM platform that provides software and support to help businesses grow better. Their platform includes marketing, sales, service, and website management products that start free and scale to meet customers’ needs at any level of growth. HubSpot has helped thousands of companies in over 100 countries grow their business by bringing together the right people with the right tools they need so they can focus on what matters most: growing their business.

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Actiondesk is a spreadsheet interface that connects to Hubspot and your other data sources so you can build live reports.

Put your Hubspot reports on a spreadsheet

Use our pre-built Hubspot templates to get started quickly. Or you can start from scratch - integrating a data source takes only 2 minutes.

Or, if you have your own use case in mind...

Start building your Hubspot report


Connect your Hubspot data live

Actiondesk connects to Hubspot and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Want to combine data from Hubspot and other data sources?

Actiondesk can easily blend data from different data sources in a single, unified spreadsheet report.

Toast POS
Sapaad Pte Ltd
Revel Systems
QuickBooks POS
Poster POS
Poster POS
Miva Merchant
Miva Merchant

Read more on Hubspot and Actiondesk

How To Connect Hubspot To Google Sheets

Follow our step by step guide to import Hubspot data automatically into Google Sheets using an Apps Script. Alternatively

How to connect your Hubspot account

In order to connect your Hubspot account, you must enter the "New data source" menu and then choose HubSpot.

How to add a data source

Connect your Hubspot account, then import into your database.