Overview
HubSpot is a popular web-based customer relationship management (CRM) tool for managing all your company’s relationships and interactions with customers and leads. With this spreadsheet integration for Google Sheets and Microsoft Excel, you can import and query current data from your HubSpot account, like contacts, companies, leads, deals and activities.
What you can do
With this integration, you can:
- Interactively search and filter your HubSpot data
- Query and analyze your sales pipeline
- Lookup and track current deals and activity
- Lookup information for a list of contacts
- Enrich your spreadsheet with your HubSpot data
What you need
You need to have a HubSpot account to use this integration. Also, if you haven't already installed the Flex.io add-on for Excel or Google Sheets, you need to set this up as well.
Functions and Syntax
This integration for Microsoft Excel or Google Sheets includes the following functions:
HubSpot Activity
Returns a list of activity from HubSpot.
Syntax
=FLEX("YOUR_TEAM_NAME/hubspot-activity", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/hubspot-activity") =FLEX("YOUR_TEAM_NAME/hubspot-activity", "*")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
portal_id |
integer | The portal id for the engagement |
owner_id |
integer | The id of the owner of the engagement |
owner_first_name |
string | The first name of the owner of the engagement |
owner_last_name |
string | The last name of the owner of the engagement |
engagement_id |
integer | The id for the engagement |
deal_id |
integer | The deal id for the engagement |
company_ids |
string | A delimited list of company ids associated with the engagement |
type |
string | The type of the engagement |
activity_type |
string | The activity type associated with the engagement |
activity_date |
string | The date of the engagement |
status |
string | The status of a particular activity for the engagement |
title |
string | The title of a particular activity for the engagement |
subject |
string | The subject of a particular activity for the engagement |
active |
string | The status of the engagement; true if the engagement is active and false otherwise |
created_by |
integer | The id of the creator of the engagement |
created_at |
string | The creation date of the engagement |
updated_at |
string | The date the engagement was last updated |
HubSpot Contacts
Returns a list of contacts from HubSpot.
Syntax
=FLEX("YOUR_TEAM_NAME/hubspot-contacts", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/hubspot-contacts") =FLEX("YOUR_TEAM_NAME/hubspot-contacts", "*") =FLEX("YOUR_TEAM_NAME/hubspot-contacts", "first_name, last_name, phone, email")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
portal_id |
integer | The portal id for the contact |
vid |
integer | The id for the contact |
first_name |
string | The first name of the contact |
last_name |
string | The last name of the contact |
email |
string | The email address of the contact |
phone |
string | The phone number of the contact |
phone_mobile |
string | The mobile phone number of the contact |
job_title |
string | The job title of the contact |
address |
string | The address of the contact |
city |
string | The city in which the contact is located |
state |
string | The state in which the contact is located |
zip |
string | The zip code in which the contact is located |
country |
string | The country in which the contact is located |
linkedin_bio |
string | The biography of the contact on LinkedIn |
created_at |
string | The date the record for this contact was created |
updated_at |
string | The last date the record for this contact was modified |
HubSpot Deals
Returns a list of deals from HubSpot
Syntax
=FLEX("YOUR_TEAM_NAME/hubspot-deals", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/hubspot-deals")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
portal_id |
integer | The portal id for the deal |
owner_id |
integer | The id of the owner of the deal |
owner_first_name |
string | The first name of the owner of the deal |
owner_last_name |
string | The last name of the owner of the deal |
deal_id |
integer | The deal id for the deal |
deal_name |
string | The deal name |
deal_stage_id |
string | The deal stage id |
deal_stage_label |
string | The deal stage label |
deal_type |
string | The deal type |
amount |
integer | The deal mount |
amount_in_home_currency |
integer | The deal amount in home currency |
closed_lost_reason |
string | The closed lost reason |
closed_won_reason |
string | The closed won reason |
forecast_close_date |
string | The forecasted close date; this is a placeholder for an example of a custom field |
close_date |
string | The close date |
description |
string | The deal description |
pipeline |
string | The pipeline |
num_notes |
integer | The number of notes |
num_associated_contacts |
integer | The number of associated contacts |
num_contacted_notes |
integer | The number of contact-related notes |
notes_last_contacted |
string | The last contacted date associated with the notes |
notes_last_updated |
string | The date the notes were last updated |
notes_next_activity_date |
string | The next notes activity date |
created_at |
string | The date the deal was added to the system |
Need help?
Have questions? Need help getting started? Need other HubSpot templates or functions for Microsoft Excel or Google Sheets? Chat with us; we're happy to help!