Product
Use Hubspot with Google Sheets to supercharge workflows inside your company
Custom Reports, Dashboard Creation, Sales Pipelines, Metrics for customer success teams - How have other companies been supercharging workflows by integrating Google Sheets and Hubspot together.
Jun 21, 2023
HubSpot is a powerful tool for managing your sales and marketing efforts, but sometimes you need to take that data out of HubSpot and into other tools for further analysis. That's where StackIt comes in. With StackIt, you can easily bring HubSpot data into Google Sheets, where you can then manipulate it to your heart's content. Join the waitlist today.
Here are some of the use cases for HubSpot data that StackIt makes possible:
Tracking Service Completion Activity
If you're using HubSpot to manage service requests, you probably want to keep track of how long it's taking to complete those requests. With StackIt, you can easily bring HubSpot service data into Google Sheets and create a dashboard that tracks service completion times. This can help you identify bottlenecks in your service process and make improvements.
Summing Up Monthly Deal Flow
If you're a sales manager, you probably want to know how much revenue your team is generating each month. With StackIt, you can easily bring HubSpot sales data into Google Sheets and create a dashboard that shows monthly deal flow. This can help you identify trends and adjust your strategy accordingly.
Sync Sales Deals & Financial Projections in Google Sheets
If you're managing a sales team, you probably need to keep track of your sales pipeline and forecast future revenue. With StackIt, you can easily bring HubSpot sales data into Google Sheets and create a dashboard that shows your sales pipeline and projected revenue. This can help you make better decisions about hiring and resource allocation.
Connecting HubSpot to Google Sheets and Automating GSheets Extracts and Snapshots with Multiple Sheets
If you're managing a large amount of data in HubSpot, you probably want to automate the process of bringing that data into Google Sheets. With StackIt, you can easily set up automated data extracts and snapshots that pull data from multiple HubSpot sources into multiple Google Sheets. This can save you time and ensure that your data is always up to date.
Useful for Pipeline Reporting and Forecasting / Deal Tracking
If you're a sales manager, you probably want to know how your sales pipeline is performing and what deals are in the works. With StackIt, you can easily bring HubSpot sales data into Google Sheets and create a dashboard that shows your pipeline and deals. This can help you identify areas for improvement and adjust your strategy accordingly.
You can then share this dashboard which is updated every day with team members or external vendors who don't have access to Hubspot.
Managing the Customer Success Team's Portfolio
If you're managing a customer success team, you probably want to keep track of how your team is performing. With StackIt, you can easily bring HubSpot data into Google Sheets and create a dashboard that can track the customer success team's performance. This can help you identify areas for improvement and adjust your strategy accordingly.
StackIt makes it easy to bring HubSpot data into Google Sheets and create powerful dashboards that can help you make better decisions about your sales and marketing efforts. Whether you're tracking service completion activity, summing up monthly deal flow, or managing your success team's portfolio, StackIt has the tools you need to succeed.
Automating HubSpot Data Extraction and Reports
If you're managing a large amount of data in HubSpot, you probably want to automate the process of creating reports and dashboards in Google Sheets. With StackIt, you can easily set up automated data extraction and reporting that pulls data from HubSpot into Google Sheets on a regular basis. This can save you time and ensure that your data is always up to date.
StackIt is a powerful tool that can help you get the most out of your HubSpot data. With its Hubspot and Google Sheet Integration, you can easily create custom reports and dashboards that can help you make better decisions about your business. Whether you're a sales manager, marketer, or success team manager, StackIt has the tools you need to succeed. Join the waitlist today.
