HubSpot is an all-in-one platform that helps manage your marketing, sales, and customer service activities. However, as your data grows, it can become challenging to scale and manage directly within the HubSpot interface. By connecting your HubSpot account with TMR, you can simplify and streamline the reporting process directly within Google Sheets.
Step 1: Install and Launch Two Minute Reports
Begin by installing TMR in Google Sheets using this step-by-step tutorial: How to install TMR in Google Sheets?
Once done, you can connect your HubSpot account to extract valuable insights into Google Sheets.
Step 2: Create a new Connection to your HubSpot account
Click Menu at the top left of the sidebar to navigate to the Connections section. Next, click Add to create a new Connection.
When the “Adding New Connection” dialog box appears, complete the following three key steps to access your HubSpot accounts:
- Selecting the HubSpot Connector
- Authenticate your account
- Enable the respective accounts with the HubSpot Connector
Choose HubSpot from the list of options and authorize your Connection by entering the login credentials.
Once you sign in to HubSpot, the OAuth window will pop up. Select the desired account and click “Choose Account.”
Once you’ve successfully authenticated, you will see a screen showing your Account name, ID, Connection name, and Status as shown below:
Enable the toggle for the accounts on which you intend to run the query. Please note that you cannot extract data from the disabled accounts.
| To ensure that your connected accounts are reflected in the sidebar, click “Refresh Connections.” |
Now you can extract relevant HubSpot KPIs into Google Sheets for actionable performance analysis.
Step 3: Fetching HubSpot data to Google Sheets
- You must create a new query by navigating to the Data Queries section to extract specific insights from your HubSpot account.
- Click Add and choose the HubSpot accounts you want to analyze.
- You can manage multiple clients’ HubSpot accounts in one interface. Simply select one or more accounts to analyze actionable sales and marketing insights.
- Alternatively, you can navigate to the Clients section to add your client and map their corresponding HubSpot account.
- Click on “Manage Clients” and map the necessary account details, then click “Save & Close” to save your client’s details for future reference.
- Next, add the HubSpot metrics and dimensions you want to measure and select the date range to visualize your sales and marketing campaign insights.
- Configure your data reporting by selecting relevant fields and choosing whether to sort them in ascending or descending order. You can also apply custom filters to display only the information that matters.
- Once done, click Run Query to visualize the output.
Now, you can use different Google Sheet features, such as pivot tables and VLOOKUP(), to extract critical insights and build charts to visualize your campaign data.
| Pro TMR Tip: Run all your queries directly from the Extensions menu on your Google Sheets. Go to Extensions > Two Minute Reports > choose your desired quick action. |
Step 4: (Optional) Get automatic data updates via Schedule Refresh
Once you create a report in Google Sheets, you can schedule automatic updates to get updated data. This feature is convenient for sending emails, refreshing your spreadsheets with live data, and using them as a dashboard.
Under the email section, you can enter the recipient’s email ID and save the new schedule.
You can also choose to specify the reporting format. You can insert the sheet content into the email body, attach the selected sheet as a PDF or Excel file, or attach the spreadsheet as an Excel file.
Two Minute Reports’ Schedule Refresh feature has further capabilities. Continue reading about this feature: “How to Refresh Data Automatically in Google Sheets.”
We hope you found this guide helpful. If you have any questions, please contact our support team at support@twominutereports.com.