Can I Upload a Google Sheetto Hubspot as a Csv
Are you looking to build a Google Sheets HubSpot integration? We accept you covered. HubSpot is a completely managed client relationship direction software suite provided based on a software-as-a-service model. Hubspot consists of iii services – Marketing Hub, Sales Hub, and Service Hub.
Customers can choose amid these services based on their requirements and subscribe to any combination for Google Sheets HubSpot Integration that works for them. Being a completely managed service, it spares the organizations of all the effort in developing and maintaining the software.
Organizations that apply multiple data storage solutions and software services frequently find themselves up against requirements to load data from various data sources to Hubspot.
This post explores the Google Sheets HubSpot Integration to load data from Google Sheets to Hubspot. You will also read about a few tools for Google Sheets HubSpot Integration.
Tabular array of Contents
- What is Hubspot?
- What is Google Sheets?
- Why Connect HubSpot to Google Sheets?
- Different Types of Data that can be Pulled with Google Sheets HubSpot Integration
- Prerequisites
- Performing Google Sheets HubSpot Integration
- Using an Integration Solution to Automate HubSpot Reporting
- Most Effective HubSpot Google Sheets Integration Solutions
- Choosing the Right HubSpot Google Sheets Integration Solution
- FAQ: How to Import Contacts from HubSpot to Google Sheets?
- Conclusion
Introduction to HubSpot
HubSpot is a SaaS tool that businesses use to communicate with their customers, leads, etc. It is an all-in-i package with a variety of tools to manage sales, marketing, and customer service. HubSpot can be used to host your website, landing pages, and create email sequences.
HubSpot can assist you lot create content with its Content management software. You tin easily manage your interaction with leads and customers. On tiptop of that, you can gauge the success of your marketing campaigns and track user behavior.
HubSpot likewise offers an incredibly free CRM that supports upwardly toi Million Contacts andCompanies. Of course, you lot tin can always upgrade to add actress features to build, grow and scale your business organisation. As far equally Integration Service features are concerned, this platform is just every bit proficient as Salesforce.
HubSpot can help you to measure the impressions, clicks, and ROI (Return On Investment) of your Social Media Advert campaigns. Using HubSpot, yous can create personalized email marketing campaigns and monitor their performance.
These activities performed on HubSpot constantly generate a lot of data, which is a rich source of knowledge that tin let you make sound decisions on your future advertising campaigns. That'south where HubSpot Analytics comes into the picture. You can get a ameliorate understanding of your customers, notice important clues to attract and retain customers, etc.
Introduction to Google Sheets
Google Sheets is a freeWeb-based Spreadsheet Plan provided by Google equally a part of its Google Apps Suite. It allows multiple users to create, edit and collaborate on spreadsheets in existent-fourth dimension.
Google Sheets is a costless and fully functional Spreadsheet program that is compatible with the most popular Spreadsheet formats. Since Google Sheets is a deject-basedSoftware-as-a-Service (SaaS) utility, your files are attainable from anywhere via estimator and mobile devices.
The key features of Google Sheets are as follows:
- Collaborative Editing:One of the most widely used features of Google Sheets is Collaborative Editing in real-time. This allows multiple people to work on a unmarried sheet from dissimilar devices at whatever point in fourth dimension.
- Google Sheets Dashboards: Google Sheets Dashboards feature different types of visualizations to communicate the insights to users. It makes it easier for anybody to sympathise the information you are trying to communicate.
Facing difficulty in building Google Sheets Dashboards? Check out our detailed guide on the same. - Offline Editing:Google Sheets allows users to edit files fifty-fifty if they are non connected to the Internet. On the desktop, users can install theGoogle Docs Offline extension on Google Chrome to enable offline editing for all applications inside Google Docs.
- Integration with Google products: Google Sheets and other Google Docs applications can easily be integrated with other Google products such equally Google Forms, Google Translate, Google Finance, etc.
At present that you take a basic agreement of both platforms, allow'due south dive straight into the Google Sheets HubSpot integration.
Why Connect HubSpot to Google Sheets?
Y'all can use the Google Sheets HubSpot integration:
- To automatically add all your contacts and their corresponding data from Google Sheets into the HubSpot CRM.
- Google Sheets HubSpot Integration makes it easier for users to customize and automate HubSpot reporting at your company by populating Google Sheets with different types of HubSpot data such as Deals, Contacts, Companies, etc.
- To ensure y'all e'er have access to real-fourth dimension HubSpot information in your dashboard.
- Google Sheets HubSpot Integration allows users to monitor Sales and Revenue in existent-time by importing HubSpot data into Google Sheets.
- To consign HubSpot Deals and other data required to analyze and enhance your Sales Teams' productivity.
Different Types of Information that tin be Pulled with Google Sheets HubSpot Integration
- Deals: Google Sheets HubSpot Integration can export Deals to build custom HubSpot reports in Google Sheets to keep track of the company's progress.
- Contacts: Google Sheets HubSpot Integration can import Contacts to create a dynamic list in a Spreadsheet. You tin further use a Marketing Automation Tool to keep your clients informed about the updates.
- Products: Google Sheets HubSpot Integration can also pull products information from HubSpot to Google Sheets, and create a dynamic list of all items that are bachelor for sale.
- Tickets: Google Sheets HubSpot Integration can be used to export HubSpot Tickets data to Google Sheets, and analyze and enhance the response. You tin detect how many tickets were registered and closed in the past.
- Companies: You tin besides import Companies and their respective information from HubSpot to Google Sheets to have an overview of all organizations that accept interacted with you lot in the past. You tin can farther categorize them and come up with personalized offers/campaigns for them.
Prerequisites
To set up a Google Sheets HubSpot integration, you should accept:
- A Google business relationship
- A HubSpot account
- The bones idea of Rest APIs
- The basics of Python language
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Performing Google Sheets HubSpot Integration
The easiest way to set up Google Sheets HubSpot Integration is by saving the sheet equally an excel, converting it into CSV, and using Hubspot import wizard to upload the CSV. But this method has no relevance in an automated pipeline. Automating Google Sheets HubSpot Integration process is done as beneath.
- Obtain the client clandestine from Google APIs to invoke the Google Sheets API. This tin be washed as below. To do this, head to https://console.developers.google.com/ and navigate to the credentials section. Click 'Create Credential'. Download the primal and salve information technology as 'client_secret.json'.
- In your Python environment install the sheets SDK equally below.
pip install gsheets
- The next step is to implement a simple python script to download the sheet and save information technology as a CSV file. Nosotros will begin by authenticating and accessing the Google sheet through its URL. The sheet should have two columns – Outset name and Email.
from gsheets import Sheets sheets = Sheets.from_files('client_secrets.json', 'storage.json') url = 'https://docs.google.com/spreadsheets/d/1mxxFaQGJI-kSFcWjnAmb_xoY5BZliGsOLCc9iu07JYY' s = sheets.get(url)
The higher up snippet uses ii central files – A client_secret.json and storage.json.
The first file was downloaded in the start footstep. The second file will be downloaded through the Google OAuth process when you run the script. When the Sheets object is instantiated, you lot volition be redirected to the browser where you volition need to enter your username and password. This is a 1-fourth dimension process.
- Convert the canvass to a CSV file using the below line of code.
s.sheets[1].to_csv('contacts.csv', encoding='utf-eight', dialect='excel')
- The adjacent footstep is to use the same file to import to the Contacts tabular array in Hubspot. You will begin by setting upwards the URLs for HubSpot import API. Apply API_KEY generated in 2d footstep here.
import requests import json import os # insert your api key here url = "https://api.hubapi.com/crm/v3/imports?hapikey=<API_KEY>"
- Setup the mapping configuration to map from CSV file content to HubSpot Contacts object model.
data = { "name": "test_import", "files": [ { "fileName": "test_import.csv", "fileFormat": "CSV", "fileImportPage": { "hasHeader": True, "columnMappings": [ { "ignored": Fake, "columnName": "First Name", "idColumnType": None, "propertyName": "firstname", "foreignKeyType": None, "columnObjectType": "CONTACT", "associationIdentifierColumn": Faux }, { "ignored": False, "columnName": "Email", "idColumnType": "HUBSPOT_ALTERNATE_ID", "propertyName": "email", "foreignKeyType": None, "columnObjectType": "CONTACT", "associationIdentifierColumn": False } ] } } ]} datastring = json.dumps(data) payload = {"importRequest": datastring}
- You volition now use the CSV file created in the fourth pace to Google Sheets HubSpot Integration.
files = [ ('files', open up("PATH_TO_CSV_FILE", 'r')) ] response = requests.request("Postal service", url, data=payload, files=files) print(response.text.encode('utf8')) impress(response.status_code)
- Execute the script and look till you meet a 200 status code. You can and then head to HubSpot to verify the data has indeed been imported.
That is the end of the steps required for Google Sheets HubSpot Integration. The obvious disadvantage of this approach is the corporeality of coding required. Other than this, there are a few more challenges that an organization may face up while trying to set upwardly this load procedure.
- In near cases, such load operations run at specific intervals. The logic to attain this has to be built additionally.
- The above arroyo does not handle whatever transformation to the data before loading it to Hubspot. In real life, information technology is unlikely to have access to perfectly transformed data fix for import.
- Hubspot API internally does non have any mechanisms to handle duplicates. Then any such checks have to be incorporated in the script itself.
If all of that feels like too much effort for a simple import process, you should consider using a Cloud-based ETL tool similar Hevo for setting up a Google Sheets HubSpot Integration.
Using an Integration Solution to Automate HubSpot Reporting
Apart from manually transferring data from HubSpot to Google sheets, there is a simple and automatic way to do this past applying Google Sheets HubSpot Integration. At that place are many tools available in the market that will provide y'all with HubSpot Google Sheets Integration and tin automatically import your HubSpot information to Google Sheets with 1 click. Moreover, Google Sheets HubSpot Integration keeps the data updated Google Sheets and so that you don't take to carp nearly up-to-engagement data.
Every tool for Google Sheets HubSpot Integration has some unique features, pricing, and other factors that make information technology a petty difficult for companies to choose the right tool to fulfill their requirements.
Most Constructive HubSpot Google Sheets Integration Solutions
1) Supermetrics
Supermetrics is a versatile and leading Marketing data engine that makes the chore for marketers a lot easier. Marketers can hands handle all their marketing data beyond all the platforms and import or export this information to their favorite platforms and BI tools for Analytics and generating insights. Users tin can prepare scheduled data pulling options and so that they can become upwards-to-date information into Google sheets or other platforms. Its sidebar is not much user friendly and demands some time to get used to it.
Pricing
Supermetrics offers a 14-twenty-four hour period trial to all its users and so charges $199 for 100,000 contacts. You need to ask for a quote if yous have more than contacts to fetch.
ii) G-Accon
G-Accon is an like shooting fish in a barrel-to-utilize tool for HubSpot Google Sheets Integration. This tool can even synchronize data in both directions ways importing data from Google Sheets to HubSpot and HubSpot to Google Sheets. But this feature asks for a premium subscription. Grand-Accon likewise offers other services with different subscription charges. It allow users contacts lists, contact properties, and contacts. For custom fields, 1000-Accon is not a good option.
Pricing
K-Accon offers fourteen days trial period and subsequently charges $xiv.99 where you have to manually sync or refresh data. The other plan costs $29.99 that allows you lot to schedule data refresh and automation.
3) Zapier
Zapier is a user-friendly tool that offers a no-code environment to its user to manage HubSpot Google Sail Integration. Yous just take to connect your HubSpot account and Google Sheets account. Then information technology will automatically sync all the data from HubSpot to Google Sheets. Apart from HubSpot Google Sheet Integration, it as well offers various Data Integration options with various platforms. Just with a few clicks, you are ready to admission your Marketing data in other BI tools.
Pricing
Zapier as well comes with a 14-day trial period and charges for its services based on the usage. The price is directly proportional to the number of tasks per month and integrations subscribed. For instance, Zapier charges $24.99 monthly for 750 tasks per calendar month.
four) Hevo
Hevo is a no-lawmaking Data Pipeline solution that allows marketers for HubSpot Google Sheets Integration and syncs their HubSpot data to data storage such as Data Warehouses or Databases and also connect to Google Sheets and other BI tools with ease. Information technology streamlines the process of data loading and transforming without writing a unmarried line of code. It offers a user-friendly interface and integrations with many platforms. Moreover, it offers many platforms for free.
Pricing
Hevo offers a 14-day trial to all its customers and comes with 3 packages. It costs nothing to use its gratis connectors and provides a limit of 1 One thousand thousand events. Then comes the Starter pack that costs based on the usage and includes all the connectors. The Business organisation pack tin can be used when yous have more than than 300M events and inquire for pricing by contacting Hevo.
Choosing the Right HubSpot Google Sheets Integration Solution
So far, you lot take read about the automatic and hassle-free way to import HubSpot data to Google Sheets using the HubSpot Google Sheets Integration. Also, you read about various tools available in the market place. Yous need an affordable and versatile tool that can complete your daily activities with ease and salve time.
Y'all can choose the tool for Google Sheets HubSpot Integration based on your business requirements and prices. Endeavour to choose a tool that can aid you make the most out of the tool and streamline the workflow.
To load your contacts from the HubSpot to your Google Sheets using the Google Sheets HubSpot Integration, follow the like shooting fish in a barrel steps mentioned beneath:
- Log in to your HubSpot account and navigate to Contacts → Contacts as shown below.
- Next, click on All views as shown beneath:
- At present, under the Options field, select the Consign option equally shown below:
- Now, from the pop-up select the CSV file format and click on the include merely backdrop in columns button and click on the Consign button.
- Next, you can download the file from your email or by clicking on the pop-up "Click here to download".
- Next, go to your Google Sheets and from the File tab, select the Import pick equally shown below:
- Nether the Upload pick, choose the HubSpot Contacts file that you downloaded and click on the Select button.
- At present, configure the details as shown in the screenshot below:
- Next, click on the Import Data option and y'all volition observe like output as shown beneath:
Conclusion
This commodity teaches you how to set up the Google Sheets HubSpot integration with ease. It provides in-depth knowledge most the concepts behind every step to help you understand and implement them efficiently.
These methods for Google Sheets HubSpot Integration tin can be challenging especially for a beginner & this is where Hevo saves the day. Hevo Data, a No-code Information Pipeline, helps you transfer information from a source of your choice in a fully automated and secure mode without having to write the code repeatedly. Google sheets are i of our many sources that are free of cost. Now yous tin transfer data from Google Sheets to your target Destination for Free using Hevo!
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Tell us about your experience of setting up the Google Sheets HubSpot integration! Share your thoughts in the comments section below!
Source: https://hevodata.com/learn/google-sheets-hubspot-integration/