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This text explains a easy technique to get HubSpot reviews in Google Sheets without cost. Demand Sage for HubSpot is a free GSuite add-on that allows you to do this. You possibly can configure this add-on by connecting it along with your Google and HubSpot account. This fashion, you may have a collaborative workbench inside Google Sheets the place you may entry and HubSpot information and generate reviews.
Demand Sage presents 1-click reporting templates that you may arrange as soon as after which it robotically syncs information from HubSpot. It additionally presents a customized report builder that provides flexibility as per your wants. Moreover, with reviews, you may simply discover insights into your HubSpot information and establish pipeline bottlenecks. You possibly can take the advance of spreadsheets to create information views that aren’t fairly attainable in HubSpot.
Additionally learn: Free HubSpot Landing Page Builder with SEO Optimization, Performance Tracking
Get HubSpot Reviews in Google Sheets
To get began with Demand Sage merely set up its Sheets add-on from the GSuite Market. Here is a direct hyperlink to that. As soon as the add-on is put in, it seems underneath the Add-ons tab on the menubar of Google Sheets. Entry this extension from there and click on the “Begin” choice.
Since this might be an preliminary run of the add-on so you need to join it along with your account. It prompts a popup for a similar. You possibly can simply observe the steps within the popup to attach Demand Sage to your Google and HubSpot account and grant entry to your information.
After connecting your accounts and allowing the permissions, if you entry the add-on once more, it exhibits you an inventory of options that it will probably do. Together with that, there’s a button to get information from HubSpot and create a Demand Sage dashboard within the sheets.
Doing this provides a brand new sheet referred to as “DemandSage”. On this sheet, you get an choice to browse your report library and construct customized reviews. From right here, you may browse the library to discover a pre-configured reporting template. Then, you may decide your information sorts to generate a report within the Sheets.
With the second choice, you get choices to generate configurable information tables. This opens a popup on the facet the place you may ingest record-level HubSpot information to seek out insights. You too can outline filters for information sorts and create computerized properties.
Every report is added as a brand new sheet to the principle Google Sheets doc. The report presents attributes for funnels that you may decide to construct customized reviews and visualize several types of associated information collectively. This could additionally make it easier to spot bottlenecks and overflows inside the pipelines.
DemandSage is a very useful instrument that makes it simple to learn and visualize HubSpot reviews. As an alternative of getting linear information, you may create tables and construct customized reviews. This allows you to look at your pipelines intimately and also you get perception into what issues essentially the most. Give it a attempt your self and share your ideas with us within the feedback.