Learn how to import your contacts from HubSpot CRM into Google Sheets to send a mail merge with Gmail from your spreadsheet.
Prerequisites: Create a HubSpot account and contacts
If you don’t have any HubSpot account yet*, then click on the button below:
Once you have created your account, go to your contact list. Click ‘Contacts > Contacts’:
When you create a HubSpot account, there are only two contacts on your list. These are fake sample contacts provided by HubSpot when you first sign up.
If you want to create new contacts, then click ‘Create contact’:
A create contact pop-up appears. Fill the information requested. Then, click ‘Create contact’:
Method 1: Use G-Accon for HubSpot add-on
1. Install G-Accon for HubSpot
Search for ‘G-Accon for HubSpot’ on your Google Sheets add-on store, or click the button below to install the add-on from the Chrome Web Store:
When you will click on 'Install', a spreadsheet will open with a pop-up. Click 'Continue':
Select your Google account, then click 'Allow' to accept authorizations:
2. Connect your HubSpot account with G-Accon for HubSpot
From your spreadsheet, go to Add-ons > G-Accon for HubSpot > HubSpot free customer Sign in:
If you have a premium customer account, then click ‘HubSpot premium customer Sign in’.
A new window will open. Click ‘Connect to HubSpot’ then ‘Grant access’:
Once done, a confirmation message will open in a new tab. You can close it by clicking ‘Close tab’:
3. Import contacts from HubSpot
Go back to your spreadsheet, then click Add-ons > G-Accon for HubSpot to see the menu of available functions.
We will choose ‘Get HubSpot Data’, as we already created some contact profiles previously in our HubSpot account:
Select the table with the contact list you want to import and the fields to get data. Then, click ‘Execute’:
Method 2: Import a .csv file in your spreadsheet
To import your HubSpot contact list in your spreadsheet, you will have to export it to a .csv file.
To do so, click ‘All saved filters’ to switch to an existing saved filter:
Click ‘Options’ next to ‘My contacts’. Then, click ‘Export’:
Then, a pop-up appears. Under 'File format', choose 'CSV'. We select ‘Include only properties in columns’ by default on 'Properties'.
Click 'Export' to save it in your computer:
Go to your email inbox. Click on 'Your CRM view export [...]' email you received from HubSpot. Click ‘Download’:
Open your spreadsheet, click 'File' > 'Import':
Click Upload > Select the file from your computer. Then select your CSV file:
Complete the details on the following pop-up:
In our example:
- We decided to select 'Replace spreadsheet' but you can choose another location.
- We selected 'Detect automatically' but if your data from your .csv file is separated with semicolons, then select ‘Custom:’ and enter ';' as a separator. Check how your data is formatted in your Google Sheets.
- We selected left ‘Yes’ by default on 'Convert text numbers and dates'.
Finally, click 'Import data'.