This workflow automates the transfer of product data from HubSpot to a Google Sheets tab, streamlining reporting and data sharing.
Exporting HubSpot Products to Google Sheets involves a few steps and can be achieved through different methods, including manual exports and using automation tools like workflows. This process is crucial for businesses looking to streamline their data management and reporting processes. Here's how to accomplish this task.
Manual Export of HubSpot Products
To manually export products from HubSpot, you can utilize the built-in export feature. This method is straightforward and does not require any third-party tools. Here are the steps:
- Navigate to your HubSpot account and go to the products section.
- Select the products you wish to export by checking the boxes next to them. If you want to export all products, select the checkbox next to the 'Name' column heading.
- Click on the 'Export' button located at the top of the table.
- In the dialog box that appears, choose your preferred file format from the dropdown menu, then click 'Export'.
- You will receive an email with a download link to your exported file.
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Automating Export with Workflows
For a more efficient and automated approach, you can use workflows to send data from HubSpot properties to your Google Sheets. This requires setting up a connection between Google Sheets and your HubSpot account. Here's a general overview:
- Connect Google Sheets to your HubSpot account via the App Marketplace or within a workflow.
- In your HubSpot account, navigate to 'Automation' > 'Workflows'.
- Create a new workflow or edit an existing one.
- Add an action to either 'Create Google Sheet row' for new data or 'Update data in a Google Sheet' for existing rows.
- Select the spreadsheet and sheet where you want to send the data. Configure the columns to send data to and which properties you'll send data from.
- Save your workflow. Now, your product data will automatically update in Google Sheets based on the triggers you've set.
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Whether you choose the manual export method or opt for automation with workflows, both approaches will help you efficiently manage your product data in Google Sheets. Automation, in particular, can save time and reduce errors, making it a valuable option for businesses looking to optimize their operations.
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