Export to HubSpot

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Experience the ability to effortlessly export or update data from your Google Sheets to your HubSpot instance with Coefficient. Eliminate the hassle of manual updates in HubSpot and utilize this robust feature to effortlessly push data back, all powered by Coefficient and your Google Sheet.

Let's explore this impactful feature in more detail! 🚀

What is Export to HubSpot?

How to Export to HubSpot?

Re-Use an Existing Mapping

Export to HubSpot Actions

Update

Insert

Delete

Contact List Sync

Sync Contacts

Add Contacts

Removes Contacts

Schedule an Export to HubSpot

FAQs for Export to HubSpot

 

What is Export to HubSpot?

Export to HubSpot is a very powerful feature in Coefficient. It allows you to update the data in Google Sheets and then uses Coefficient to push (or write back) that data update directly into HubSpot using the UPDATE, INSERT, or DELETE actions

Example: Manage your Contact Lists in HubSpot

How to Export to HubSpot?

ℹ️ NOTE: We recommend creating a HubSpot import of your data into Google Sheets using Coefficient PRIOR to performing the “Export to HubSpot". This allows us to automatically detect/map certain fields. (this is not required - but HIGHLY recommended) 😎

1. Open the Coefficient sidebar and click on the “Export to...” button.

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2. Select the data source you would like to export your data to. (ie: HubSpot)

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3. Select the Tab and Header row (the Header row is not the Coefficient header, but the row that has the HubSpot field headers in it) then hit "Next".

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4. Destination Settings: Select the HubSpot property you are exporting the data to and the Action you would like to take then hit "Next". (Details on the different Actions are below)

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5. Field Mappings: Depending on the Action you are taking, certain fields may be required to be mapped for this export.

(Example: Update requires the HubSpot object ID - “Deal ID”).

Coefficient will automatically map the fields for you if the data in the sheet came from an import from HubSpot using Coefficient.

 

ℹ️ NOTE: If the data in the sheet was not generated by a HubSpot/Coefficient import, you will need to manually map the data.

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6. Advanced Settings:
Column for Results: Each time you Export To... HubSpot, Coefficient will write information back to your sheet related to that update. Coefficient will try to guess the first empty column in your sheet and suggest that as the column to use to populate this information. We will write 3 columns to the sheet, (1) the HubSpot record ID that was updated, (2) the status of the export (OK, ERROR, etc), and (3) the date/time stamp that the record was updated last using Coefficient. (See #10 for screenshot)

Export Empty Cells on Update: Enabling this feature will allow you to remove/clear out existing values in HubSpot in bulk using Coefficient.

Include export button on sheet - Enabling this will create this button in the Coefficient header to allow you to access the existing Export Mappings for your current sheet much faster.

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7. Confirm your settings and then click "Export".

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8. Select the rows in your sheet that you would like to Export to HubSpot. You can either update a single row that's highlighted OR you can update all the rows in your sheet.Screenshot 2023-12-22 at 7.37.47 PM.png

9. Coefficient will confirm that you would like to update the row(s) that you highlighted.

 ℹ️ NOTE: This action CANNOT be undone so make sure that all your settings and updates are correct before proceeding.Screenshot 2023-12-14 at 8.32.01 PM.png

10. Coefficient will confirm the rows have been updated in your HubSpot org.

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11. The records that have been updated will have the Record ID, Result (status), and the Timestamp of the update.

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Re-Use an Existing Mapping

If you have used the "Export to HubSpot" function previously, then you will see your previous mappings in the Coefficient sidebar located underneath your Imports list. This list will allow you to reuse a previous mapping. We will go through the process of using both the sidebar and the button below.

1. Pushing to HubSpot a second time will reveal the “Export” button in the Coefficient Header as well as the previous mappings in the sidebar.

 ℹ️ NOTE: The "Export" button will show if you have the "Include export button on sheet" setting enabled and if your data came from a Coefficient import.Screenshot 2023-12-14 at 11.08.31 PM.png

2. When clicking on the “Export” on-sheet button or the existing export from the sidebar, the previous mapping(s) related to the sheet that you are currently on will appear in the sidebar.Screenshot 2023-12-14 at 11.25.35 PM.png

3. Make sure to review the mappings before performing the Export to HubSpot again. (From here you can view the run history and settings), then proceed with the typical “Export to HubSpot” process.

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Export to HubSpot Actions

Update

Pushes updates to an existing field/record in HubSpot.

  • The record MUST have a record/field ID mapped.

Insert

Creates a NEW ID and inserts data into a new record in HubSpot.

Delete

This action will remove the ENTIRE record from HubSpot. You can recover it in the Recycle Bin in HubSpot within 90 days of being deleted. Click here for more information. 

  • If you need to remove a field value on a record (that is not required) then use the "Update" action (above).
  • You cannot remove a value from a required field on a HubSpot record, it must be replaced with a new value on the update.
  • The record MUST have a record ID mapped.

Contact List Sync

When updating the Contact List object, the export process is similar however, the actions may be a bit unique to export/sync your data. 

Sync Contacts

This action synchronizes HubSpot with your spreadsheet, by replacing what is in HubSpot to exactly match what is in the spreadsheet. (Spreadsheet data and HubSpot Contact List).

  • The record/field ID MUST be mapped.

Add Contacts

Adds the contact record(s) to your selected Contact List. If you need to create an entire contact record, use the "Insert" action in the "Contact" property instead.

 

Removes Contacts

This action only removes the contact record(s) from your selected Contact List. If you need to remove the entire contact record from your HubSpot database, use the "Delete" action in the "Contact" property instead.

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Schedule an Export to HubSpot

If you work with data frequently, you may find yourself performing repetitive tasks. Our "Export to HubSpot" feature allows you to schedule pushing your data back to HubSpot at a specific time. This feature can be used for UPDATE actions and can save you a significant amount of time by automating the export process. 🤯

See how you can schedule an Export to HubSpot here!

FAQs for Export to HubSpot

How can I use this feature?

Export to HubSpot is a premium feature - this means that you may be able to try it out on the Free plan up to a certain number of rows. If you hit the limit on the Free or Starter plan(s) and need to upgrade to the Pro plan for unlimited use, please contact sales@coefficient.io and a member of our team will assist you.

What if I push the wrong data to HubSpot by mistake? How can I fix it?

We highly recommend testing this feature on few records (1-2 records) first before doing bulk updates/exports to your HubSpot data. That will ensure that you have setup your data and mapped your fields correctly to avoid any incorrect updates. If you have made a mistake with your export, you can update the data in your Sheet and do an additional Export to HubSpot to correct them.

I did an Export to HubSpot today, but the updates are not showing in the HubSpot UI. What do I do?

Due to some HubSpot API limitations, there may be a slight delay with the updates showing in your HubSpot UI. Kindly refresh your HubSpot instance after a couple of minutes (~ 5 minutes) and check your data again. If the data has not updated after a reasonable amount of time - please contact our support team (support@coefficient.io) for further assistance.

How do you rename an Export so you can recognize it and reuse it later?

In the Coefficient sidebar, you will see all of your imports, and if you scroll down you will see a section called “Export”. Locate the export you would like to rename, hover over the name with your mouse, and click on the 3-vertical dots that appear. Select “Rename” from the list. Update the name of your Export, and press “Enter” to save.

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How do you view an Export’s Run History?

In the Coefficient sidebar, you will see all of your imports, and if you scroll down, you will see a section called “Export". Locate the Export you would like to see the Run History for and click on it to open up the details. You should see a “See Full Run History” link when you collapse the last export information.

You will be redirected to a page dashboard where you can download the full log in CSV format (see the attached screenshots below).

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