How to Sync Hubspot Contacts with Google Sheets

Keeping your CRM accurate is much easier when Hubspot contact data flows automatically into Google Sheets for reporting, audits, and collaboration.

This step-by-step guide walks you through setting up a reliable, automated sync so your sales, marketing, and operations teams always work from up-to-date information.

Why Sync Hubspot Contacts to Google Sheets?

Connecting your CRM to a spreadsheet gives you more flexibility to analyze and share data outside the platform interface.

Syncing contact data from your account into Google Sheets helps you:

• Spot duplicates and outdated entries quickly.
• Share live contact lists with colleagues who prefer spreadsheets.
• Build custom reports and dashboards without exporting files manually.
• Audit key properties such as lifecycle stage, owner, and lead status.

Instead of downloading static CSV files, an automated connection keeps your spreadsheet updated as new contacts are added or fields change.

Preparing Your Hubspot Account and Google Sheet

Before you create the sync, make sure your CRM and spreadsheet environment are ready.

1. Clean key contact properties in Hubspot

Start by reviewing the core fields you want to analyze in your spreadsheet. Typical contact properties include:

• Email address
• First name and last name
• Lifecycle stage
• Lead status
• Owner
• Company
• Recent activity dates

Standardizing these properties will improve the quality of your synced sheet and make filters and pivot tables more reliable.

2. Plan your Google Sheets structure

Create or open the Google Sheet that will store your CRM data. In the first row, add column headers that match the properties you want to sync, such as:

• Email
• First Name
• Last Name
• Lifecycle Stage
• Lead Status
• Owner
• Create Date

Aligning your sheet headers with your CRM properties reduces confusion later when you map fields.

Connecting Hubspot Data to Google Sheets

The source tutorial explains how to pass contact data into a spreadsheet so you can work with live information instead of static exports. The overall flow is the same even if you use a different integration tool or add-on.

Step 1: Identify the contact data you need

Decide which records should appear in the sheet. For example, you might only sync:

• Marketing qualified leads
• Contacts owned by a specific sales team
• New contacts created in the last 30 days

Use filters in your CRM to define exactly which contacts belong in your synced dataset.

Step 2: Configure the data source from Hubspot

From your integration or add-on, choose your CRM as the data source and authenticate with your account. Then:

1. Select Contacts as the primary object.
2. Apply any filters that match the segment you planned earlier.
3. Choose the properties that match the columns in your sheet.

Limiting your selection to only the fields you need will keep your spreadsheet readable and easier to maintain.

Step 3: Map CRM properties to Google Sheets columns

Next, connect each contact property to the correct column in your sheet. A typical mapping might look like:

• Email → Column A: Email
• First name → Column B: First Name
• Last name → Column C: Last Name
• Lifecycle stage → Column D: Lifecycle Stage
• Lead status → Column E: Lead Status
• Owner → Column F: Owner

Check that every selected property has a destination column to avoid blank or mismatched fields in the sheet.

Automating Contact Sync from Hubspot

Once your mapping is in place, you can configure how often your data should refresh.

Step 4: Set the sync schedule

Most teams benefit from an automated refresh instead of manual pulls. Common options include:

• Every hour for active sales pipelines
• Daily for management reporting
• Weekly for data quality reviews

Choose a frequency that balances fresh data with performance and usage needs.

Step 5: Choose add-only or full refresh

Decide whether each sync should:

• Append new rows for new or updated contacts, or
• Rewrite the sheet with a complete, updated list.

Appending is helpful for activity logs or historical snapshots, while a full refresh is better when you only care about the current state of your database.

Using Hubspot Contact Data Inside Google Sheets

Once data appears in your sheet, you can use spreadsheet tools to make better decisions and keep your CRM clean.

Analyze contact performance and pipeline health

Use the synced contact list to:

• Create pivot tables by lifecycle stage, owner, or source.
• Track new contacts added by week or month.
• Monitor response times and activity dates.

Because the sheet reflects live records, any new contact added to your CRM will appear automatically after the next scheduled sync.

Audit and clean CRM records

Spreadsheets make it easier to scan for issues such as:

• Missing email addresses or names.
• Contacts with no owner assigned.
• Outdated lifecycle stages.

After spotting issues in the sheet, update the corresponding records so your CRM remains a reliable source of truth.

Best Practices for Reliable Hubspot to Sheets Sync

To keep your connection stable and useful over time, follow a few ongoing practices.

• Limit unnecessary fields. Large numbers of columns make the sheet harder to work with and slower to refresh.
• Review filters regularly. As your processes change, confirm that your sync still targets the right segment of contacts.
• Protect key rows and columns. Use sheet protections to prevent accidental edits to synced data.
• Document your setup. Note which account, properties, and filters are used so teammates can troubleshoot or replicate the connection.

If you want expert help planning a broader CRM and reporting stack around your contact data, you can find consulting services at Consultevo.

Learn More About Syncing CRM Data

The original walkthrough for syncing contact data into Google Sheets is available on the HubSpot blog and provides additional screenshots and context for setting up your connection. You can read it here: How to Sync Contact Data with Google Sheets.

With a thoughtful setup, your CRM and Google Sheets can work together to give your team a clear, current view of every contact without constant exports or manual updates.

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