Connect Hubspot to Google Sheets for Cold Email Campaign tracking?

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1

Hi there community!!

I am trying to create a google sheets spreadsheet to track my companies cold email campaigns. We are sending out two different variations of the email based on deal research details. We send out the emails as a one to one sales email activity either through hubspot or through our client.

I am looking to populate the sheet with info about whether the email was opened? How many times was it opened? What time was it opened first? Were the links in the email clicked on?

I know you can view this in a contact record timeline but the timeline is cluttered with other activities which are great to have but we are trying to view our cold email campaigns in a standardized/ simplistic way.

I see that Zapier has some integration with google sheets and HubSpot but I don’t know if that applies to sales emails or just marketing emails.

Any ideas on how to do this?

2

@ASilverstein4 could the emails be set up as Automated Emails and sent via a Workflow? This would also help keep the sending source the same so all your analytics stay togther. You should then be able to export the data you want for each of these emails.

I’m not sure if you’re talking about so many campaigns and emails that this becomes unmanageable, but it could be worth looking in to.

3

Hi Crystal,

We specialize the emails to much to send via a workflow. Thanks for the reply, any other ideas?

4

Hi @ASilverstein4,

This sounds like a use case for HubSpot templates: Create and send templates

With templates, you can save repetitive email content as an email template. Before sending a template, you can personalize and tailor the content to your recipients. You can access templates from the CRM or when sending an email from your inbox.

Once you start working with templates, there are some standard reports that will automatically populate (Menu > Reports > Reports > Report library) …

Template send totals with open, click, and reply rates

Templates by send, open, and click totals

Template usage totals by rep

… as will the sales content analytics tool: Analyze your sales content with the sales content analytics tool

You might not get the exact visualization for outreach reporting that you were looking for but the information would be all there. It would allow you to track, analyze and optimize your cold email efforts.

(Currently there isn’t any way to get this information outside of HubSpot automatically, there isn’t an API endpoint for this.)

Hope this helps!