Set up and use HubSpot for Google Sheets

With HubSpot for Google Sheets, you can access Breeze Assistant directly in Google Sheets to create content, prepare for meetings, summarize data, and complete other tasks. The Sales Email Agent allows you to draft one-to-one sales emails to HubSpot contacts without leaving Google Sheets. Additionally, you can also import data from Google Sheets into HubSpot and use the HubSpot side panel to easily view CRM records.

Before you get started

Before you start using this feature, please note the following:

• Any HubSpot user who's also a Google Workspace administrator can install the HubSpot for Google Sheets extension.

• To give users access to Breeze Assistant, toggle the Give users access to Breeze Assistant switch on in your AI settings.

• To give users access to the Sales Email Agent, toggle the Give users access to generative AI tools and features switch on. The Sales Email Agent also requires access to your CRM data, customer conversation data, and files data.

• To import data into HubSpot, you must have permission to create contacts and segments in your HubSpot account.

• During setup, each user will be prompted to grant HubSpot permission to read and edit their Google Sheets data. This is needed for the extension to work.

• If your HubSpot account has Sensitive Data turned on, this extension cannot access any data for added security.

Install HubSpot for Google Sheets 

To install the extension from the Google Marketplace:

1. Navigate to the HubSpot extension for Google Sheets in the Google Marketplace.

2. In the top right, click Install.

3. In the dialog box, log into your Google account.

4. Review the requested access permissions, then click Continue. Once installed, the extension will show on all Google Sheets for the connected account.

Connect HubSpot for Google Sheets to your HubSpot account

After installing the extension from the Google Marketplace, connect it to your HubSpot account:

1. In a Google Sheet, navigate to the Google right sidebar.

2. Click HubSpot for Google Sheets. 

3. In the HubSpot side panel, click Get Started, then click Sign in. 

4. In the dialog box, select your HubSpot user and account.

5. Click Connect account, which will take you to Google to review data access permissions.

6. Review the requested access permissions, then click Allow. Once installed, the extension will show on all Google Sheets for the connected account.

Use Breeze Assistant in Google Sheets 

Once you have connected the extension to your HubSpot account, use Breeze Assistant in Google Sheets to create content, prepare for meetings, summarize data, and help with other tasks.

For example, if you’re reviewing a list of contacts in Google Sheets, you can ask Breeze Assistant to summarize recent engagement for that contact or suggest discussion points based on CRM activity.

To access and use Breeze Assistant in Google Sheets:

1. In a Google Sheet, navigate to the Google right sidebar.

2. Click HubSpot for Google Sheets. 

3. Navigate to the Assistant tab. 

4. Enter a prompt and then click the send icon in the bottom right.

Learn more about using Breeze Assistant and common use cases.

Draft and send emails with Sales Email Agent in Google Sheets

Use the Sales Email Agent in Google Sheets to generate and send one-to-one sales emails directly from a Google Sheet. The agent reviews contact properties, recent engagement, and CRM activity in your HubSpot account, then drafts an email based on your prompt.

For example, if you’re reviewing a list of event attendees in a Google Sheet, you can select a contact, specify that you want to follow up after the event, and have Sales Email Agent generate an email draft for you that references their recent interactions and relevant CRM details.

 

To generate and send an email with Sales Email Agent in Google Sheets:

1. In a Google Sheet, navigate to the Google right sidebar.

2. Click HubSpot for Google Sheets. 
   

3. In the HubSpot side panel, navigate to the Agent tab. 

4. Click the Contact dropdown menu, then select the contact you want to email.

5. If required, select a legal basis for communicating with the contact. 

6. Click the Purpose dropdown menu and select the purpose of your email.

7. In the Additional Details field, enter more information or context if needed.

8. Click Generate Email.

   

9. Sales Email Agent will generate an email draft from your prompt.

10. In the email editor, you can edit the email draft Sales Email Agent generated.

11. Once done, click Send Email to send the email directly from Google Sheets. Or Continue in HubSpot to review and send the email from the contact record in HubSpot.
    
    

    

Sync Google Sheet data to HubSpot

Once you have connected the extension to your HubSpot account, import contacts from your Google Sheet into HubSpot.

1. In a Google Sheet, navigate to the Google right sidebar.

2. Click HubSpot for Google Sheets.
3. On the Home tab of the HubSpot side panel, click Import.
4. On the Import Method screen, click AI contact sync to use Breeze import contacts to HubSpot. Or click Import manually, to import contacts to HubSpot manually. 

If you select AI contact sync as import method:

1. Enter a name for your import.

2. In the Import section, select from the following import options:

• • All rows: import every row in your file to HubSpot.

  • Specific range: import only a selected range (e.g., A2:F15, A17:F20).

3. Click the header row dropdown menu and select a header row in which each column header corresponds to a property in HubSpot. You can confirm if a default property already exists to match your header or create a custom property prior to importing. Learn more about property requirements.

4. Click Next: Prepare your data.

   

5. In the table, review the sheet headings that'll be mapped to HubSpot properties. If a heading matches an existing HubSpot property, it'll be selected by default. If there’s no exact match, HubSpot’s Breeze AI will suggest a property based on the heading’s name and values. To view more details about a property, hover over its name.

6. To edit a mapping, under the HubSpot field name column, click the dropdown menu for the property and select the HubSpot property you want to map.
   

7. Click Next: Import contacts.

8. Once imported, you'll be able to access the HubSpot data in the right panel of your Google Sheet.

If you select Import Manually as import method:

1. Enter a name for your import.

2. In the Import section, select from the following import options:

• • All rows: import every row in your file to HubSpot.

  • Specific range: import only a selected range (e.g., A2:F15, A17:F20).

3. Click the header row dropdown menu and select a header row in which each column header corresponds to a property in HubSpot. You can confirm if a default property already exists to match your header or create a custom property prior to importing. Learn more about property requirements.

4. Click Next: Select data type.

5. Verify that your Google Sheet includes the required fields to create or update records in HubSpot.

6. Select the My sheet includes all required fields checkbox.

   

7. Then click Next: Upload data.

8. You’ll automatically redirected to the Import screen in HubSpot, where you can continue the steps to import your data to HubSpot.