How to Connect HubSpot to Google Sheets

HubSpot is where your sales and marketing data lives. Google Sheets is where your team builds reports, tracks quotas, and shares numbers with stakeholders. Getting data between the two has traditionally meant manual CSV exports, fragile Zapier automations, or paying for a dedicated connector. Brooked connects HubSpot directly to Google Sheets — pull any CRM object on demand or on a schedule, and write updates back to HubSpot without leaving the spreadsheet.

What you'll be able to do

• Import HubSpot contacts, deals, companies, tickets, and custom objects into any sheet range
• Filter by lifecycle stage, deal stage, owner, date range, or any HubSpot property
• Schedule hourly, daily, or weekly auto-refresh so your CRM data is always current
• Write data back to HubSpot — update deal stages, contact properties, or ticket status from Sheets
• Ask questions about your HubSpot data in plain English using the AI agent

Prerequisites

• A HubSpot account (free tier or higher) with access to the objects you want to import
• A Google account with Google Sheets
• Brooked installed from the Google Workspace Marketplace (free — 100 imports per month)

Step 1 — Install Brooked

Open Google Sheets, go to Extensions → Add-ons → Get add-ons, and search for Brooked. Install it and grant the requested permissions. Alternatively, install directly from the Google Workspace Marketplace. The free tier includes 100 imports per month — no credit card required.

Step 2 — Connect your HubSpot account

Open the Brooked sidebar via Extensions → Brooked → Open. Click Add data source → HubSpot. Brooked uses HubSpot's official OAuth 2.0 flow — you'll be redirected to HubSpot to authorize the connection. No API keys or passwords are stored. You can connect multiple HubSpot portals and switch between them from the sidebar.

Step 3 — Choose an object and apply filters

Click New import and select HubSpot as the source. Choose an object type — Contacts, Deals, Companies, Tickets, or any custom object. Then filter by the properties that matter:

• Deal stage (e.g. Closed Won, Negotiation, Proposal Sent)
• Lifecycle stage (Lead, MQL, SQL, Customer)
• HubSpot owner or team
• Create date, close date, or last modified date range
• Any standard or custom HubSpot property

Select which properties (columns) to include and click Preview to review the data before importing.

Step 4 — Import and schedule

Choose a destination range in your sheet (e.g. Sheet1!A1) and click Import. Results appear in seconds. To keep data fresh, toggle Auto-refresh and pick a cadence — hourly, daily, or weekly. Brooked will re-run the import on schedule and update only the affected rows, preserving any formulas or formatting you've added outside the import range.

Step 5 — Write data back to HubSpot

Brooked supports two-way sync. Select a range in your sheet, choose a target HubSpot object, map columns to HubSpot properties, and click Push to HubSpot. Brooked will update existing records matched by ID, or create new ones. Supported operations:

• UPDATE — modify properties on existing contacts, deals, or companies
• CREATE — add new records to HubSpot from a sheet range
• UPSERT — create if not found, update if found (matched by email or ID)
• DELETE — remove records by HubSpot ID (requires confirmation)

Two-way sync — updating HubSpot from Sheets

Most HubSpot-to-Sheets connectors are read-only. Brooked's two-way sync means your team can work directly in the spreadsheet — update deal stages, close dates, or custom properties — and push those changes back to HubSpot with a single click. This is particularly useful for sales managers who review and adjust forecast data in Sheets and need those edits reflected in the CRM without manually updating each record.

Using the AI agent with HubSpot

Open the Chat tab in the Brooked sidebar and ask questions in plain English. The agent understands your HubSpot schema, applies filters, and writes results directly into Sheets. No HubSpot expertise required.

Brooked AI — HubSpot

Live

Ask anything about your HubSpot data…

The agent maintains session context throughout the conversation. Save any result as a named import and schedule it to turn one-off questions into live, auto-refreshing reports.

Common HubSpot objects and what to import

Common use cases

• Weekly pipeline review — pull all open deals by owner and stage into a shared forecast sheet that refreshes every Monday morning
• Sales performance — import won deals by rep and month for quota attainment tracking without manual data entry
• Lead scoring — export contacts by lifecycle stage and enrich with external data in Sheets before pushing scores back to HubSpot
• Support SLA reporting — import all tickets with create and close times to measure first-response and resolution times
• Marketing attribution — pull contact source data alongside deal revenue to calculate campaign ROI in a live dashboard
• Account health — combine company data with ticket counts and deal history in a single sheet for customer success reviews

How Brooked compares to alternatives

Troubleshooting common issues

Frequently asked questions