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Workflows

Add data to Google Sheets with workflows

Last updated: September 3, 2021

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional

Use the Create Google Sheet row action to send data from HubSpot properties to your spreadsheet. Each action can add up to 20 cells of data per row. For example, you can use this action to send contact data from new leads to a spreadsheet for your sales outreach team.

Below, learn how to set up your Google Sheet and your workflow to add HubSpot data to Google Sheets.

Before you get started

Keep the following in mind when sending data to Google Sheets from HubSpot:

  • Make sure your Google Sheet is set up correctly:
    • The header row should start in the first column of the first row. Label each column header so that HubSpot can identify and send data to it. HubSpot cannot send data to unlabeled columns.
    • Aside from the header row, do not include any other data in the sheet you're sending data to.
  • HubSpot will add data to empty rows below any existing data in the sheet. 
  • By default, HubSpot sends internal property values to Google Sheets. For dates, HubSpot sends unix timestamps in milliseconds.
    • If you have an Operations Hub Professional subscription, you can format the date property into your desired format by adding a Format data action before the Create Google Sheets row action. Then, in the Property dropdown menu of the Google Sheets action, select the date output from the Format data action. 
    • You can also convert dates from milliseconds in Google Sheets by adding the following formula to a separate column in the spreadsheet: =A1/1000/60/60/24 + DATE(1970,1,1). Replace A1 with the column that the unix timestamp is in.
  • Avoid manually adding data to the sheet that HubSpot is sending data to. If you need to manually add data to the spreadsheet, you should instead create a new sheet in the spreadsheet and reference the data from the first sheet.
  • When selecting a spreadsheet in the workflow editor, the sheets available are tied to the sheets that connecting user has access to. For a sheet to appear as an option, it must meet at least one of the following requirements:
    • Belong to the connecting user's drive.
    • Previously shared with the connecting user.
    • Belong to a shared drive that the connecting user has access to.
  • If you disconnect Google sheets and reconnect with another user, the sheets available may be different. It's recommended that you check any dependent workflows before disconnecting and reconnecting. 

Set up your workflow

Before you can add data to Google Sheets with workflows, you'll need to connect Google Sheets to your HubSpot account. You can connect the app from the App Marketplace or from within a workflow.

To add data to Google Sheets in a workflow:

  • In your HubSpot account, navigate to Automation > Workflows.
  • To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new workflow.
  • In the workflow editor, click the + plus icon to add an action. 

    add-an-action
  • In the actions panel, select Create Google Sheet row.
     workflow-trello-create-google-sheets-row-action
  • In the Spreadsheet dropdown menu, select the spreadsheet you want to send data to. You can select from the spreadsheets that are owned by or have been shared with the user who connected Google Sheets to HubSpot. 
  • In the Sheet dropdown menu, select the sheet you want to send data to. The Sheet field refers to the tabs at the bottom of your spreadsheet.
  • In the Header and Property dropdown menus, select the columns to send data to and which properties you'll send data from. You can add up to 10 per action. 
  • Click Save.