Integration guide
Connect HubSpot and Google Sheets to build live pipeline reports, analyze CRM data, and keep recurring sales views up to date.
Why use Adapt
Adapt turns HubSpot data into flexible Google Sheets reports without forcing your team to maintain brittle exports or field mappings. Ask for the analysis in natural language, create the spreadsheet, and schedule the same report to refresh with current CRM data.
Unlike a fixed automation, Adapt can gather context from both systems, reason through a multi-step task, create a deliverable, and ask for approval before it changes data. You can run the same work on demand or on a schedule.
Example workflows
Start with a plain-language request. Adapt handles the research, analysis, and work across both tools.
Pull current HubSpot deals into a structured Google Sheet with calculated coverage, stage movement, and owner views.
“Create a Google Sheet of open HubSpot deals by owner and stage. Add pipeline coverage, days in stage, next step, and a summary tab for leadership.”
Pull contacts, lifecycle stages, and campaign data into a spreadsheet that shows where the funnel converts or leaks.
“Build a Google Sheet from HubSpot showing leads, opportunities, and customers by source. Calculate stage conversion, velocity, and the largest drop-offs.”
Schedule a consistent HubSpot-to-Sheets report so operators get fresh data without repeating exports every week.
“Every Monday, refresh our Google Sheet with current HubSpot pipeline, stage aging, next steps, and owner-level changes. Preserve the existing formulas and tabs.”
01
Authorize HubSpot and Google Sheets from Adapt’s integration settings. Existing permissions remain in control.
02
Ask for the report, briefing, update, or recurring workflow you want in natural language.
03
Review high-impact actions, then save proven work as a reusable skill or scheduled task.
Bring the integrated coworker to your whole team. Get started free with $100 in credits when you add Adapt to Slack.