topic Re: Data from Hubspot dashboard into a google spreadsheet in Dashboards & Reporting

Data from Hubspot dashboard into a google spreadsheet

Angelamr — Thu, 14 Nov 2019 10:12:38 GMT

Hi there,

I need to export the monthly forecast amount from a report, into a google spreadsheet.

I've tried with Zapier but it's not possible.

Do you know any way or tool to do it?

Thank you in advance,

Regards,

Angela

Re: Data from Hubspot dashboard into a google spreadsheet

MFrankJohnson — Thu, 14 Nov 2019 11:04:31 GMT

You'll want to export each report to .xls or .xlsx separately, and doing so will yield mixed results depending on the specific report. Those exported workbooks typically include multiple sheets! (important)
- see Export your content and data (Custom Reports section)

- see image

Export HubSpot Reports

Re: Data from Hubspot dashboard into a google spreadsheet

Angelamr — Thu, 14 Nov 2019 12:13:22 GMT

I would like to export the data automatically:

E. g. If the forecast for May 2020 is 30K I would like to export that number automatically to a google excel sheet, and in case the number changes, which probably will happen, have it also automated on the google sheet.

It would be possible?

Thanks

Re: Data from Hubspot dashboard into a google spreadsheet

MFrankJohnson — Thu, 14 Nov 2019 12:18:24 GMT

Dunno of a way to make that happen automatically. Check back here. Maybe others have ideas.

cc: @Josh, @jennysowyrda

Re: Data from Hubspot dashboard into a google spreadsheet

Josh — Thu, 14 Nov 2019 13:14:58 GMT

Hi @Angelamr,

I would suggest trying Automate.io. You can pull data from deals automatically into a Google Sheet. I have been testing this for a client and it is working well. You can pull any property that's stored in the deal to the spreadsheet including probability and forecast.

I hope that helps.

Thanks for the ping @MFrankJohnson!

Josh

Re: Data from Hubspot dashboard into a google spreadsheet

Angelamr — Thu, 14 Nov 2019 14:17:10 GMT

Hi Josh,

Thanks for your reply, in my case forecast, is not a property, as it is a number that is continuously changing.

How can I create a property for the forecast amount?

Thanks

Re: Data from Hubspot dashboard into a google spreadsheet

Josh — Thu, 14 Nov 2019 14:25:32 GMT

Hi @Angelamr,

There will be an option to pull projected deal amount, which is based on the deal stage probability and the deal value.

Alternatively, if you are tracking probability separately, you can import into the spreadsheet using a formula such as =(DEAL AMOUNT*CUSTOM DEAL PROBABILITY). When the spreadsheet populates, the formula will function as a formula.

If you need assistance, I'd be happy to do a screen share with you.

Josh