How to Use the Hubspot Connector for Google Sheets

Connecting Hubspot with Google Sheets lets you turn CRM data into flexible reports, ad-hoc lists, and quick analyses directly in your spreadsheet. This guide walks you through installing, configuring, and using the official connector so you can securely import, filter, and refresh CRM records without manual exports.

What the Hubspot Sheets Connector Does

The official Google Sheets connector allows you to pull CRM data into a sheet using simple queries. You can fetch records from objects such as contacts, companies, deals, tickets, and custom objects and then build reports or shareable views in Sheets.

Key capabilities include:

• Querying CRM objects directly from your spreadsheet
• Selecting specific properties to return as columns
• Filtering and sorting records with a visual sidebar
• Refreshing data on demand to keep reports up to date
• Managing multiple queries within the same document

All data access is governed by your user permissions, so Sheets only shows information you can already see in your CRM account.

Requirements Before Connecting Hubspot and Sheets

Before you start, make sure your user and account meet these requirements:

• An active Hubspot user account with permission to view the objects you want to query
• A Google account with access to Google Sheets
• A modern browser that supports Google Workspace add-ons

Any property you expect to appear in Sheets must exist in the CRM first. If fields are missing from the sidebar, confirm that they are created as properties in the corresponding object.

Install the Hubspot Google Sheets Add-on

The connector is installed as a Google Workspace add-on. Follow these steps to get it added to your Sheets environment:

1. Open Google Sheets in your browser.
2. Click Extensions in the top menu.
3. Select Add-ons > Get add-ons.
4. In the search bar, type Hubspot.
5. Locate the official connector and click Install.
6. Approve any requested Google permissions.

Once installed, the add-on is available in every spreadsheet you open with the same Google account.

Connect Google Sheets to Your Hubspot Account

After installing the add-on, you must connect it to your CRM portal so it can run queries securely.

1. Open a new or existing Google Sheet.
2. Click Extensions in the menu.
3. Hover over the Hubspot connector listing.
4. Click Open to launch the sidebar.
5. Select Connect or Sign in in the sidebar.
6. Log into your CRM account if prompted.
7. Choose the specific portal you want to link, if you have access to more than one.
8. Authorize the connection when asked.

When the connection is successful, the sidebar shows options to build a new query instead of the sign-in prompt.

Set Up Your First Hubspot Data Query

Queries define what CRM records and properties you want to pull into a sheet. Each query can be refreshed, edited, or removed independently.

Create a New Hubspot Query

1. With the sidebar open, click New query.
2. Choose the CRM object you want to use, for example Contacts, Companies, or Deals.
3. Enter a descriptive Query name so you can easily recognize it later.

Queries are stored within the spreadsheet, not globally, so each document can have its own set of object queries.

Select Hubspot Properties to Return

The next step is choosing which fields become columns in your sheet.

1. In the sidebar, open the Properties section.
2. Use the search box or browse through the list of available properties.
3. Check the boxes beside each property you want to include, such as First name, Last name, Email, or custom fields.
4. Reorder properties if the connector provides ordering controls, or rearrange columns later in Sheets.

Only the selected properties will be pulled into your data range, which helps keep your report lean and focused.

Filter and Sort Your Hubspot Records

To narrow the results to the records you care about, configure filters and sorting rules.

1. In the sidebar, open the Filters section.
2. Choose a property, an operator (such as is equal to, contains, or is after), and a value.
3. Add additional filter rows as needed, respecting any logical operators like AND/OR shown in the UI.
4. Open the Sort or Order by section.
5. Select the property to sort on and specify ascending or descending order.

Filters and sorting are applied on the server side, so Sheets receives only the final result matching your criteria.

Run and Refresh Hubspot Queries in Sheets

Once your query is configured, you can run it to populate the spreadsheet with live CRM data.

Execute Your Query

1. Confirm your object, properties, filters, and sort settings in the sidebar.
2. Click Run or Get data.
3. Choose where to place the results if prompted (for example, starting cell or a new sheet).
4. Wait for the connector to finish loading; rows will appear as they are returned.

If you adjust filters or selected properties, run the query again to overwrite the previous data range with updated results.

Refresh Hubspot Data on Demand

Over time, CRM records will change. Use the refresh options to keep reports current without rebuilding the query.

1. Open the connector sidebar in your sheet.
2. Locate the existing query in the list of saved queries.
3. Click Refresh or the reload icon beside that query.
4. Wait while the connector re-queries the CRM and updates the relevant range.

The sheet will retain your formulas and formatting outside the query range, so you can build dashboards around the imported data.

Manage Existing Hubspot Queries

As you build more reports, you may need to edit or remove queries to keep your sheet organized.

• Edit a query: open the sidebar, select the query, adjust properties or filters, and run it again.
• Rename a query: update the query name in the sidebar so it better describes its purpose.
• Delete a query: use the delete option to remove it from the sheet; you can then manually clear any remaining data if needed.

This structure allows a single spreadsheet to host multiple object-based queries, each feeding different tabs or reporting blocks.

Best Practices for Using Hubspot Data in Sheets

To keep your spreadsheet fast, secure, and maintainable, consider the following practices:

• Limit queries to the properties you actually need.
• Use filters to avoid pulling entire databases into a single sheet.
• Use separate tabs per object type, such as one for contacts and another for deals.
• Protect tabs that contain formula-based dashboards so they are not accidentally edited.
• Refresh only when needed to stay within any usage limits described by the connector.

For advanced CRM reporting requirements, or if you are planning a larger analytics framework, you can find expert help and implementation guidance at Consultevo.

Where to Find Official Hubspot Connector Documentation

The behavior, supported objects, and interface of the connector may evolve over time. Always refer to the official documentation for the latest details, limitations, and screenshots:

Official Hubspot connector for Google Sheets documentation

Using this connector, you can quickly transform CRM data into flexible spreadsheets that support reporting, collaboration, and analysis while keeping your CRM as the central source of truth.

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