This tutorial is designed to guide marketing professionals on how to effortlessly link their HubSpot marketing data to Google Sheets using Catchr. By the end of this guide, you will be equipped to create dynamic reports and dashboards directly in Google Sheets, leveraging the rich data capabilities of HubSpot.
To start, navigate to the Catchr dashboard, and locate the 'Source' option in the sidebar menu. Click to expand it, then select 'Add a Source' located at the upper right corner. From there, choose HubSpot from the available platforms and proceed with the authentication steps to link Catchr with your HubSpot account.
Open a new or existing Google Sheets document and locate the 'Catchr' option in the top menu. Click it, and from the dropdown, select 'New Query'. This action prompts the creation of a new query window, setting the stage for importing your HubSpot data.
Within the query editor, it's necessary to specify the data source. Choose 'HubSpot' from the list. Should you not see HubSpot listed, add it as a new source by clicking the "+" icon adjacent to the source dropdown menu.
Move to the 'Select account(s)' section and highlight the specific HubSpot account(s) you wish to import data from. This is crucial for ensuring the accurate aggregation of data in your sheets.
Next step involves the selection of metrics and dimensions for your data import. Each choice defines the structure and the detail layer of your data reporting. Examples of metrics and dimensions from HubSpot you might select include:
Ensure the selected metrics and dimensions align with your analysis goals and reporting requirements.
Adjust to the 'Date Range' tab to define the timeframe for your data pull. Catchr provides preset ranges such as 'Last month' or 'This year', alongside the option for custom date range selection to fit your precise needs.
To further refine your data, proceed to the 'Filters' tab where you can narrow down your query based on specific criteria. A common filter setup for HubSpot data may be:
For instance, filtering by 'Company Country/Region' Equals 'United States' will restrict the data to U.S.-based companies only.
The final step involves configuring your data refresh settings under the 'Options' tab. Choose to either manually refresh your data or set a schedule for automatic updates. Opt-in for additional options like appending or combining rows as necessary for your datasets.
In conclusion, by following these steps, you'll seamlessly bridge your HubSpot data into Google Sheets, unlocking a host of potential for dynamic and insightful data analysis.
With HubSpot as your data source, Google Sheets becomes a powerful tool for visualizing and analyzing your marketing data. Here are a few examples of the types of sheets you can create:
These examples barely scratch the surface of what’s possible when connecting HubSpot to Google Sheets via Catchr. The ability to customize your queries, metrics, and dimensions allows for limitless possibilities tailored to your specific business needs and goals. Start exploring today and unlock the full potential of your marketing data.