Author
Antonina Smyrnova
In 2025, HubSpot had over 228,000 customers worldwide. If you are one of them and you are going to continue crushing your sales targets in HubSpot, you’ll definitely need more tools to create a custom quarterly report with tables and fancy charts for the board meeting.
Downloading CSV files, formatting data, and hoping nothing breaks before the presentation sounds like a stone age of data management.
If you're looking to exceed 200 hours per year without spending every week exporting HubSpot data, cleaning it up, and creating reports in Google Sheets, then it’s time to explore resynced.io solutions.
There's a way to make your CRM data flow automatically into spreadsheets while you focus on closing deals and growing your business.
Benefits of connecting HubSpot and Google Sheets
HubSpot
- Built for sales teams
- Tracks every customer interaction
- Powerful automation workflows
- Perfect for managing your sales results
Google Sheets
- Unlimited custom formulas and calculations
- Beautiful charts and tables that actually make sense
- Easy sharing with stakeholders who don't use your CRM
- Goes well with every other business tool
When to sync HubSpot with Google Sheets
Let’s look at the main scenarios when you need to sync two databases.
Executive Reporting
Your C-suite wants monthly revenue dashboards, but they prefer Google Sheets for their executive reviews. Instead of exporting them manually, you can sync your CRM automatically with their preferred reporting format.
Sales Performance Analysis
You track rep performance, pipeline health, and deal progression in HubSpot's excellent interface, but your sales manager needs complex commission calculations and forecasting models that only spreadsheet formulas can handle.
Marketing Attribution
You're tracking lead sources and campaign performance in HubSpot, but marketing wants to combine that data with Google Ads spend and website analytics in their master attribution spreadsheet.
Board Presentations
You've got 20 minutes to prepare investor slides showing customer acquisition costs, deal velocity, and revenue trends. Connect your HubSpot to a Google Sheets dashboard and watch the instant results.
How to connect HubSpot to Google Sheets
Step 1: Prepare your data
Before the magic happens, you need to set up your Google Sheets properly.
Option 1: Manual column setup
- Create your spreadsheet headers manually
- Name them exactly how you want: "Deal Name," "Close Date," "Deal Value," "Sales Rep"
Use clear, consistent naming
Option 2: Auto-creation
- Let resynced.io automatically create columns based on your HubSpot fields
- Perfect for when you want to sync everything and organize later
- Saves time when you're dealing with lots of data fields
Step 2: Set up HubSpot and Google Sheets integration
Head over to resynced.io and select your leading platforms: HubSpot and Google Sheets.
For HubSpot:
- Click "Add new connection"
- Authorize your HubSpot account
- Choose what you want to sync: Deals, Companies, Contacts, Leads, or Calls
For Google Sheets:
- Connect your Google account
- Grant access to Google Drive and your documents
- Select your target spreadsheet and specific sheet tab
Step 3: Configure data filters for HubSpot Google Sheets sync
Not every deal needs to be in every report. Use filters to sync only the data that matters.
For example, in HubSpot, you might filter for:
- Deal Stage ≠ "Qualified to Buy" (skip early-stage prospects)
- Deal Amount > $5,000 (focus on meaningful revenue)
- Close Date > Last Quarter (current opportunities only)
For example, a tech company has 2,847 deals in HubSpot, but only 127 are actively being worked on. By filtering for "Deal Stage = Proposal Sent OR Decision Maker Bought In," they sync only deals that matter for weekly sales meetings.
Filter Tips:
- Case sensitivity matters: "Closed Won" ≠ "closed won"
- Match exact values: If HubSpot shows "In Progress" filter for exactly that format
- Test your filters: Run a small sync first to make sure you're getting the right data
Step 4: Set up two-way sync between HubSpot and Google Sheets
Decide where your data flows.
One-Way Sync (HubSpot → Sheets):
- HubSpot creates and updates deals → They appear in Sheets ✅
- Sheets changes stay put in Sheets ❌
Two-Way Sync:
- Changes flow in both directions
- Sales reps can update deal values in either platform
- Great for teams that work across multiple tools
Update-Only Mode:
- Only updates existing records, never creates new ones
- Perfect when you want to refresh data without accidentally creating duplicates
Step 5: Map HubSpot fields to Google Sheets Columns
Time to play match your data fields.
The Auto-Mapping feature in resynced.io allows you to match the fields with identical names automatically.
For example, if your Google Sheets column is named "Deal Amount" and your HubSpot property is also "Deal Amount," you’ll get an instant connection.
Sync Direction Strategies:
- One-way (HubSpot → Sheets): For dashboards and reporting
- Two-way: For multiple teams to update the same data
- One-way (Sheets → HubSpot): When you're doing complex calculations in Sheets that need to flow back to your CRM
Step 6: Launch your HubSpot Google Sheets synchronization
Hit "Save and Run" and watch your CRM data start flowing to the Google Sheets.
What happens next:
- Existing deals get matched and updated based on your mapping
- New opportunities flow according to your sync rules
- Data refreshes automatically every 10 minutes (or manually when you need it NOW)
Here, you can find detailed instructions on how to synchronize HubSpot with Google Sheets, or you can read our comprehensive guide.
Ready to start the sync?
With resynced.io, you can eliminate the number of your export sessions and create dynamic reports that update themselves while you focus on revenue-generating activities.
The setup takes less than 10 minutes, but the time savings compound every single week.
Your HubSpot data becomes instantly more valuable when it's automatically flowing into Google Sheets, where your team can analyze trends, create custom calculations, and build presentations for stakeholders.
Ready to automate HubSpot reporting?
Start your free 14-day trial (no credit card required, no hidden fees).
Our team uses HubSpot daily too, so if you need help getting started, reach out to us at hi@resynced.io.
We are here to synchronize your data!
