topic Re: Send report to google sheet via Zapier? in Reporting & Analytics

Send report to google sheet via Zapier?

fafaba — Mon, 18 Dec 2023 16:11:34 GMT

Hi,

I have some reports I have to send every week. This could be done automatically maybe. But I don't know if it's possible.

My idea here would be to transfer some specific reports from Hubspot to Google Sheet. Maybe via Zapier ? I can match the row / column on Zapier.

Is it something that is possible ?

Thanks

Re: Send report to google sheet via Zapier?

karstenkoehler — Mon, 18 Dec 2023 16:14:21 GMT

Hi @fafaba,

You can set up recurring emails for um your dashboards and reports 🙂

https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

Re: Send report to google sheet via Zapier?

fafaba — Mon, 18 Dec 2023 16:44:39 GMT

You are everywhere! 😄

But thanks for your reply however it's not really what I need.

Because we rely on google sheets for our reporting and I'd like those data to be transfered on google sheet and then use some formulas on google sheet to process the data coming on Google Sheet.

Hope it's clear.

Re: Send report to google sheet via Zapier?

karstenkoehler — Mon, 18 Dec 2023 16:51:39 GMT

Hi @fafaba,

As far as I know that's not possible - you'll have to sync the raw data (records/values) and recreate the reports in Google Sheets. I haven't seen any triggers or integrations that are able to sync reports.

Re: Send report to google sheet via Zapier?

hubspot_expert — Tue, 19 Dec 2023 00:25:12 GMT

We use make to build the reports, it's easy and initiative, bit of learning curve but it worth's that every bit imo.

https://www.make.com