I am trying to find the best way to sync (ideally live, if not though, then periodically) values from Hubspot reports, to a Google sheet. An example would be syncing the % of deals that went from stage A to stage B in our pipeline. This would be “20%” as the value from Hubspot and as the cell input in Sheets.
It seems that Estuary, Coeffeceint, Zapier, etc are close, but require syncing the actual inputs for the data, vs. just being able to export a single value from the data, or they require a lot of unreliable additional steps.
Curious if anyone has found a good way to do this? Have looked into Google Scripts but want to avoid a more technical solution like that if possible.
Hey @erlichbachman - thanks so much for posting in the Community!
I’d like to tag in some experts here to confirm whether there’s a simpler solution here, or not.
@DaveParry, @beeginman, and @TomM2 - any thoughts on possible workarounds here more native to HubSpot?
Shane, Community Manager
Thanks for the tag @STierney
We’ve looked in to this before and unfortunately there isn’t an API endpoint for grabbing the result of a report. Therefore if you are adding up, filtering etc a load of records and displaying that on a report/dashboard then you can’t get at it.
The solution to that recommended by our developers is to sync the data that the report is using to a Google Sheet and then do the summing/averaging/filtering or whatever in there.
Alternatively, you could write a short script (custom code if you have Ops/Data Pro, otherwise use middleware like Power Automate) and then write the value to your sheet. This doesn’t meet your requirement of a low tech solution though.
I would perhaps question what your end goal is here. We have made good use of the template objects to store periodic snapshots of values and then report on them natively within HubSpot. Would this work?
@DaveParry thank you for the thoughtful reply. I was thinking that might be the case, and that a more technical solution would be required. Will be looking into those options further.
Our end goals is to be able to do more calculations across marketinga and sales metrics/KPI’s using inputs from a variety of places (ad spend, media spend, lead counts, conversions, etc.) and have found this functionality to be limited in HS reporting and dashboards.
We utilize HS reports and template objects quite a bit, but have found some of the calculations to be limited (combined stages in funnel reports for example) and just need a little more nimbleness that sheets provides.
Considering you have established KPIs, want to take data from multiple places, and also run into the limits of HS native reporting, it would make sense to use a dedicated BI tool. For example, you could use Power BI which has an approved connector, Tableau does as well. If you wanted you could also do the transformation and data modelling in the BI tool, then create a connection/dataflow to a Google sheet for ad hoc analysis.
Hi there @erlichbachman ! Hannah from Coefficient here. Thanks for checking us out by the way. Unfortunately, HubSpot’s API doesn’t allow access to pull reports or data points from reports you’ve built in HubSpot. If/when this ever becomes available, we would definitely add it to our HubSpot connector. Our Salesforce connector for example actually does allow you to pull and sync reports into Sheets or Excel because it is available in the API.
Coefficient does have an AI Sheets Assistant that can help you build the report you’re looking for so you can speed up the process if that would be helpful! Always happy to chat if you ever have any questions! Would be great to connect on LinkedIn - here’s me.
Hi @erlichbachman
totally get the need, sometimes you just want a single KPI in Sheets without rebuilding the whole report logic.
There isn’t an endpoint to pull a HubSpot report’s output directly, so the native path in 2025 is to make that KPI exist as data first, then push it to Google Sheets. Two common patterns: store the metric on an object via a calculated or rollup property, or capture it on a small “snapshot” object you update on a cadence.
Once the value lives in a property, use a workflow action to create or update a specific row/cell in Google Sheets so your sheet stays current without scripts
(Add data to Google Sheets with workflows )
If you need a periodic value rather than live, you can also schedule the report export/email and have Sheets pick it up or a downstream step parse the CSV (Share or export reports and dashboards )
For your “% of deals that moved from Stage A to Stage B,” the clean approach is: define the cohort with workflow enrollment (moved from A to B within range), stamp a date or boolean, then maintain a numerator/denominator with rollups or a tiny snapshot object, and compute the percentage as a property so it’s addressable by the Google Sheets workflow action.
Quick question to steer the build: do you want this KPI “as of now” live on a rolling 7/30 days, or a daily snapshot that never changes after it’s written?
If you later need this KPI blended with ad spend or finance numbers in real time, you can still start simple with the workflow-to-Sheets action and upgrade to a BI or warehouse when needed. When this hinges on reliable two-way sync, Stacksync handles the mapping and timing so records stay consistent without manual patches.