If you haven't already, install our Google Sheets integration.

Make sure to import the goals that you wish to integrate with HubSpot.

Open the HubSpot connector by Perdoo in Google's Marketplace.

Click Install.

You’ll be prompted to choose a Google account that you’d like to use the HubSpot connector with. Pick one.

You’ll then be asked to confirm that you’re happy to give the HubSpot connector access to certain aspects of your Google account. Scroll down, and click “Allow”.

Open the Google Sheet that you wish to integrate with Perdoo and Hubspot (or create a new one).

Now we need to authorize your HubSpot account. Go to Extensions > HubSpot connector by Perdoo for OKRs and KPIs > HubSpot > Authorise App.

A pop-up will appear to confirm you’d like to be taken to HubSpot to authorize the app. Select “Authorize app”.

Select your HubSpot account, and hit “Choose account”. Then click “Connect app”.

The add-on requires certain permissions to access your HubSpot data, and to pull that data into your Google Sheet. It’s important to note that Perdoo does not have access to any of this data.

With the connection to HubSpot complete. It’s time to pull a report into your spreadsheet.

Go back to your Google Sheet, and select Extensions > Active Sheet > Create contacts (or sales) analysis report.

The report creator will then open, and you can pick which metric you’d like to run a report on, and configure your report.

The Contacts report looks at the individual contacts/people in your HubSpot account (when they were created, their source, or their country). The Sales report looks at metrics like the number of deals won and your average deal size.

For both reports, you can choose a date range (reporting period), and how you would like to group the data to, for example, see average deal size by month. The Sales analytics report additionally allows you to filter the report by particular teams or users, to eg see only the deals owned by particular coworkers.

Click Generate report and the connector will pull the report into your Sheet so that you can preview it.

This process can take a few seconds. Once your report is set up correctly, click “Save & Close”. You can edit your report at any time by heading to Extensions > HubSpot connector… > Active Sheet > Update report.

To pick how frequently your report should refresh itself, go to Extensions > HubSpot connector… > Auto-refresh settings. From here, you can turn Auto-refresh on, and under the “Reporting” tab, choose to receive email alerts if your report runs into an error (e.g. it loses connection to your HubSpot account).

Link the HubSpot data and reports with the Goal Progress cells for the goals that you imported in the previous step.