General

  • Q: How to install HubSpot add-on and connect the Hubspot Account to the spreadsheet?
    A:
    See How It Works
  • Q: What Google Account permissions does G-Integrator for Hubspot require and why?
    A: Please check the screenshot and the list below:
    • See, edit, create, and delete your spreadsheets in Google Drive™: we need this to insert content from Hubspot to your spreadsheet, make a backup copy of the spreadsheet (under development right now), etc.
    • Connect to an external service: This is obvious: Hubspot is an external service.
    • Allow this application to run when you are not present: we need this for the automatic refresh.
    • Display and run third-party web content in prompts and sidebars inside Google applications: All our UI part will be shown to you in prompts and sidebars.

Download data

  • Q: How can I edit an existing query template?
    A: menu "Modify/Delete Templates for Current Sheet" OR "Modify/Delete All Templates"
    See How It Works
  • Q: How can I filter data to get only the records I need?
    A: In "G-Integrator for Hubspot → Get Modules Records" or "G-Integrator for Hubspot → Modify/Delete templates". Then click on tab "3. Select the fields to filter by"
    See How It Works
  • Q: How can I re-order columns in the resulted data set?
    A: By default, columns sorted alphabetically. To use a custom order, please click on the button and the use the mouse to drag the columns into desired order.
    Columns' order
  • Q: I've changed data in Hubspot and refreshed the spreadsheet. However, I do not see changes in the spreadsheet.
    A: We use cache to keep downloaded data for 30 min., both for performance and to decrease the number of calls to Hubspot API (we have a daily limit and should pay if we exceed it). This explains why you do not see changes immediately. You have the following options:
    1. Wait for 30 min. since the refresh.
    2. Using "G-Integrator for Hubspot → Modify/Delete Pull templates" menu, change the query: add or remove column, change filter, etc. This will be considered as a new query.
  • What is auto-refresh and how to use it?
    A: Auto-refresh allows you to synchronize the Spreadsheet with Hubspot automatically, by the schedule. To use it, please do the following:
    • Using the menu: "Get Module records" or "Modify/Delete Pull templates", create/modify the query to download data you want to be auto-refreshed.
    • Repeat this operation for as many modules as you need.
    • Using the menu "Automation", setup the auto-refresh parameters:
      • Turn "Auto Refresh" on
      • Select frequency
      • Select desired days/hours for the refresh
      • If you want, turn on email notifications
      • You can click "Execute now" to check the auto-refresh
      • When satisfied, click "Apply" to save settings
    • By default, Auto-refresh will be applied to all queries in your spreadsheet. You can change the default behavior for each query by clicking the tab "5. Schedule a Refresh" in "Get Module records" or "Modify/Delete Pull templates" menu
    • By default, the results of each auto-refresh execution will be written to tab "Automatic Operations Events Log"
  • What is worklflow and how to use it?
    Workflow is a more smart and more powerful variant of autorefresh. Using the workflow, you can:
    • Add more than one template to be executed in the selected order
    • Turn the execution on and off without changing the schedule
    • Add or remove templates to the workflow
    • Pre-load the data to deal with the extremely long queries
    To use it, please do the following:
    • Using the menu: "Get Module records" or "Modify/Delete Pull templates", create/modify the templates to download data you want to be auto-refreshed.
    • Repeat this operation for as many modules as you need.
    • Using the menu "Automation → Create Workflow", setup the workflow:
      • Enter the name and the description
      • Add the templates in the desired order
      • Setup the schedule
      • (Optional)Check the "Pre-load long queries" if it will take more, than 6 min to execute the workflow
      • If you want, turn on email notifications
      • You can click "Execute immediately" to check how it works
    • By default, the results of each execution will be written to tab "Automatic Operations Events Log"
    See How It Works
  • I have deleted the spreadsheet's tab with the auto-refresh, but I continue to receive notifications about this tab. How to stop it?

    A: The correct wat to stop the auto-refresh will be to turn it "off" using the automation menu. If you delete the spreadsheet's tab, it would not stop the suto-refresh because it's executed by the small script in your spreadsheet called "trigger". In this case, you will ahve to delete this trigger to stop the auto-refresh.

    Please do the following:
    • In the spreadsheet, click the memu "Tools" → "Script editor"
    • Save the project by clicking Ctrl → S (Command→S on Mac)
    • Click menu "Edit" → "All your triggers"
    • Locate the the Project's name "G-Integrator for Hubspot Books"
    • Click 3-sdots menu on the right → "Delete trigger"
    • You will need to setup the auto-refresh again if you used it in other tabs with Hubspot data
    See How It Works
  • How can I download only the new data?
    A: If you have many records, the full download can take a lot of time. To resolve this, you have the option to download only data created or modified since the last download. To achieve this, please do the following:
    • Using the menu: "Get Module records" or "Modify/Delete Pull templates", create/modify the query.
    • In the tab "3. Select the field to filter by (optional)", add filter "Since last execution" for the "Modified Time" or "Created Time" field ( screenshot).
    • Attention: by default, each new download will erase the previous data. To avoid this, please use "Add to the previous output" option (see below).
  • How can I add downloaded data at the end of the existing data?
    A: Please do the following:
    • Using the menu: "Get Module records" or "Modify/Delete Pull templates", create/modify the query.
    • In the tab "2. Change Pull Settings (optional)", select the "Add to the previous output" checkbox ( screenshot).
    • This is an experimental feature. The query results will be added to the end of the existing data in the spreadsheet.
    • If you have one or more "Order By" criteria, the WHOLE dataset will be re-sorted, so the most recent data may become located not at the bottom.
    • Please do not modify any existing data or change columns: the result can be unpredictable.
    • Please be careful because it can generate duplicates. We recommend using the "Since last execution" date filter to avoid duplicates.
  • How can I use my own format for the Currency fields?
    A: By default, we will format all Hubspot fields with type "Currency" using an ISO 4217 for the location settings in your Google Spreadsheet. If you want to change this format, you can do the following:
    • In the tab "2. Change Pull Settings (optional)", uncheck the "Format currency fields using Organization's currency" checkbox ( screenshot).
    • Using the Google Spreadsheet "Format" menu, change the column's format to desired one.
  • Q: Is it possible to use G-Integrator for Hubspot on my smartphone?
    A: The G-Integrator for Hubspot Add-on not designed to work on mobile devices: first of all, the "Google Sheets™" app does not support Extensions. However you can open your spreadsheet from a mobile browser using "Desktop" mode, and from it, you will be able to use some restricted functionality, like refreshing.
    Also, while working on the PC, you can set-up the automatic data synchronization using "G-Integrator for Hubspot → Get Automation" menu. After this, you will be able to see updated data from the "Google Sheets™" app on your smartphone.

Upload data

  • Q: How to upload a Deal with Deal Pipeline and Deal Stage?
    A: You will have to provide both pipeline ID and stage ID. For this, you can:
    • Download a "Deal Pipeline" object with the following fields: "Label", "Deal Pipeline Id", "DealStage.Label", "DealStage.Stage Id"
    • For the Deal object you want to upload, add desired "Deal Pipeline Id" and corresponding "DealStage.Stage Id" values.
    • Map "Deal Pipeline Id" to the "pipeline" and "DealStage.Stage Id" to the "dealstage" in the upload template
    • Upload and verify
    See How It Works

Subscriptions

  • Q: Where I can see the available subscriptions?
    A: We provide 4 types of subscriptions: Lite yearly/monthly and Premium yearly/monthly. Please see our price page for the comparison and details.
  • Q: What is your money-back policy?
    A: We offer a full money-back guarantee for the first 30 days and pro-rated return after.
  • Q: How can I subscribe?
    A: Click "Go Premium" menu in the "G-Integrator for Hubspot" add-on.
  • Q: How can I be sure that my credit card number I provide will be safe?
    A: We use well-known and respected PCI Level 1 certified billing platform ChargeBee. All payment processing made by them, we cannot see your credit card's number at all - ChargeBee will show us only the last 4 digits.
  • Q: I've paid for the subscription, but clicking on "Go Premium" still shows me "Trial Premium" status.
    A: We cache the premium subscription's status for a few hours, this is why you still see the "Trial Premium". This status gives you full access to all services, so you should not be worried.
  • Q: How can I subscribe?
    A: Click "Go Premium" menu in the "G-Integrator for Hubspot" add-on.
  • Q: How can I change subscription or unsubscribe?
    A: There are two options:
    • Log into your ChargeBee account using your Google email address and change subscription/un-subscribe
    • Send us an email on [email protected] and we will do the required action.
  • Q: How can I apply the coupon?
    A: Click "Apply Coupon" in the first screen during the subscription. Please see the screenshot .