Connecting HubSpot to Layer allows you to sync your CRM data with your Google Sheets financial models and keep it up-to-date at all times.

How to connect the HubSpot integration?

To start using the HubSpot Google Sheets integration, you'll first need to connect it to Layer:

  1. Open your Google Sheet and launch the Layer add-on.

  2. Navigate to the "Integrations" tab.

  3. Locate the HubSpot integration and click the "Connect" button next to it.

  4. You will be redirected to the integration connection page. Toggle the switch and click "Authorize".

  5. You will be redirected again to HubSpot. You will need to log in if you haven't already. Then, select the HubSpot account you want to connect to and click "Choose Account".

  6. HubSpot will ask you to authorize the connection. Click "Connect app".

  7. You will receive a message indicating that the connection is ready and be redirected back to Google Sheets and Layer.

Note: If the integration was connected successfully, you will see a green "Connected" label displayed next to it.

How to import HubSpot data into Google Sheets?

Once you've connected the HubSpot integration, you can start using it to easily import your leads and opportunities lists into Google Sheets. All you have to do is:

  1. Navigate to the "Integrations" tab.

  2. Click the "Import Data" button shown below the HubSpot integration.

  3. Select whether you want to import your opportunities or leads.

  4. Click "Import". This will create a new sheet with your HubSpot data.

Learn More: HubSpot Google Sheets integration

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