How to Automatically Sync HubSpot Data to Google Sheets (No-Code Solutions)

HubSpot is a powerful CRM, but sometimes you need your data in Google Sheets for better analysis, reporting, or automation. While exporting data manually is an option, it's not efficient. Below, we outline two no-code solutions to automatically sync your HubSpot data into Google Sheets. The first method uses Make.com (formerly Integromat), and the second method leverages HubSpot Workflows (if your plan supports it). Let’s dive in!

Method 1: Using Make.com

Step 1: Set Up Your Google Sheet

Before setting up the automation, create a Google Sheet where your HubSpot data will be stored.

1. Create a New Google Sheet: In Google Drive, create a new sheet and name it something like "HubSpot Data Sync."
2. Label Columns: Add columns that correspond to the HubSpot data you want to pull in. Some common columns include:
   • Deal Name
   • Company
   • Contact Name
   • Email
   • Deal Stage
   • Close Date

Step 2: Create a Make.com Scenario

1. Log in to Make.com: If you don’t have an account, create a free one.
2. Create a New Scenario: Click on “Create a new scenario.”
3. Add a HubSpot Module: Search for “HubSpot” and select the “Search Deals” or “Search Contacts” module, depending on the data you need.
4. Connect Your HubSpot Account: Authenticate your HubSpot account by following the on-screen instructions.
5. Configure the Module: Choose the filters you need (e.g., pulling only deals from the last 30 days).

Step 3: Send Data to Google Sheets

1. Add a Google Sheets Module: Click the plus button and select “Google Sheets.”
2. Choose 'Add a Row': This ensures that each new HubSpot record is added to your Google Sheet.
3. Select Your Spreadsheet: Choose the file and sheet you created in Step 1.
4. Map Your Data: Match the HubSpot fields (like Deal Name, Email, and Close Date) to the corresponding columns in Google Sheets.

Step 4: Schedule and Activate the Automation

1. Set the Scenario to Run Automatically: Configure the trigger to run every hour, daily, or at your preferred interval.
2. Save and Activate: Click “Save” and toggle the scenario to “ON.”

Now, your HubSpot data will automatically sync to Google Sheets without manual exports!

Method 2: Using HubSpot Workflows

If your HubSpot plan includes access to workflows, you can use HubSpot's built-in automation to send data to Google Sheets. Here’s how:

1. Go to HubSpot Workflows: Navigate to your HubSpot dashboard and select “Automation” > “Workflows.”
2. Create a New Workflow: Click on “Create Workflow” and choose the appropriate trigger (e.g., when a deal is updated or a new contact is created).
3. Add an Action: Select “Webhook” and configure it to send data to a Google Sheets-compatible endpoint, such as a Make.com webhook or an Apps Script-based API.
4. Map HubSpot Fields: Choose which HubSpot data fields should be sent to your Google Sheet.
5. Activate the Workflow: Save and turn on the workflow to start syncing data automatically.

Next Steps

With your HubSpot data now flowing into Google Sheets, you can leverage it for reporting in Looker Studio, automation workflows, or data analysis.

Need help setting up your HubSpot automation? Contact us at Markoto, and let's see if there's a fit to work together!