🖇️Connecting HubSpot Data using Dokin

This step-by-step guide will walk you through the process of connecting HubSpot to Google Sheets, Slides or Docs using the Dokin add-on.

Dokin is a powerful Google Workspace add-on that allows you to connect various data sources and integrate them seamlessly into your spreadsheets, documents or presentation. With Dokin, you can sync HubSpot data to:

• Manage and analyze your HubSpot CRM data in a Google Sheets spreadsheet,

• Create dynamic presentations in Google Slides with data from HubSpot,

• Create dynamic documents in Google Docs with data from HubSpot.

Preliminary : how to install and open Dokin add-on ?

Install Dokin add-on

If you haven't already, you need to install the Dokin add-on for Google Workspace. To do this, follow these steps. You can refer to this tutorial to know how to install Dokin.

Open Dokin add-on

After successfully installing Dokin:

• For Google Sheets: create a new Spreadsheet or open an existing Spreadsheet.

• For Google Slides: create a new Presentation or open an existing Presentation.

• For Google Docs: create a new Document or open an existing Document.

Then, click on “Extensions”, “Dokin” and then “Start”.

Step 1: Select the HubSpot App

On the home page, you'll find a list of your imported data, as well as a button for creating new connections. Click on the "Connect New Data" button.

Next, a dropdown menu will appear. Here, simply pick the "HubSpot" app from the list of options.

Click on "Connect new Data" and select the HubSpot App

Importing data from Scratch or from a Template

When it comes to importing data, you have two options: starting from scratch or using a template you've created before. Templates can significantly speed up the data import process. To discover how to create and reuse templates, please consult our step-by-step article.

Step 2: Connect to your HubSpot Account

If this is your first time using Dokin or if your previous connection has expired or been revoked, follow these steps to connect your HubSpot account:

1. Click on "Connect" Button. You will be redirected to a secure HubSpot connection page.

2. On the HubSpot connection page, choose the account you want to connect, then click on the "Choose Account" button.

This secure process ensures that Dokin can seamlessly integrate with your HubSpot data while maintaining the necessary privacy and security standards.

Follow this flow to connect your HubSpot account

Step 3: Select the Data to Import from HubSpot

Follow these steps to choose the data you want to import from HubSpot. This process allows you to import all records from a specific HubSpot Object, that meet your specified criteria.

1. Select a Table

Begin by selecting the HubSpot object from which you intend to import data.

Select an HubSpot Object

2. Select the Fields

Next, pick the fields you wish to display in your import. You have the flexibility to select anywhere from one to an unlimited number of fields, tailoring the import to your precise needs.

Once you've made your selections, you can rearrange the fields to your liking. This can be achieved with a simple drag-and-drop action, ensuring that the data is presented in the most logical and useful order for your specific needs.

Select the Fields you want to display in your Import

3. Optional: Filtering and Sorting

For additional customization, you can apply filters and sorting to your imported data. This step is optional.

Filtering

• Select the field you want to filter by

• Choose an operator (such as Equal, Contains, Less Than, etc.). The operator depends on the type of field.

• If needed, enter the value.

Sorting

If you want your data to be presented in a specific order, select the sorting field and indicate whether it should be in ascending or descending order.

You can apply filters and sort data

4. Optional: Customize your Import

4.1 - Assign a Name to your Import

Choose a meaningful name for your import process. This name will help you easily identify and manage your imported data within Dokin.

Enter a Name for your Import

4.2 - Set Up Scheduled Refresh

This option will automatically refresh your data at specific intervals. You can choose the frequency, including the day and time, and configure notifications to receive alerts when data is refreshed.

Google Sheets

An automatic refresh means that at your specified intervals, the information imported into your Google Sheets will be automatically updated. This ensures that your data remains accurate and reflects the latest changes.

Google Slides and Google Docs

An automatic refresh means that at your specified intervals, the information inserted into your Google Slides or Google Docs will be refreshed. This dynamic updating ensures that your presentations and documents always reflect the most current data, saving you the hassle of manual updates.

Frequency

Specify how often you want Dokin to automatically refresh your imported data. This ensures that your data remains current without requiring manual updates.

The frequencies are available:

• No Refresh (default)

• Weekly: Data refreshes every week. Select a specific day of the week and time for data refresh.

• Daily: Data refreshes every day. Choose the time for daily data updates.

• Hourly: Data refreshes every hour.

• 15 mins: Data refreshes every 15 minutes.

Notifications

You can opt to receive notifications each time your data is refreshed. The available notification options include:

• None: No notifications will be sent.

• Slack: You will receive a Slack message whenever your data is refreshed. If it's your first time selecting this option, you'll be prompted to connect to your Slack workspace.

• Email: You will receive an email notification each time your data is refreshed.

You can define an auto refresh for your data, with notifications

4.3 - Additional Customization [GOOGLE SHEETS ONLY]

Remove Dokin Header

By checking this box, you can hide the header banner displaying the app name and connection information on your sheet. Instead, the fields will be inserted directly on the first line of your sheet, providing a cleaner and more customized presentation of your data.

Below is an overview of the data with header.

Below is an overview of the data without header.

🎉 Congratulations, your HubSpot data are connected. Now, what's next ?

Google Sheets

When clicking on Connect, Dokin will create a spreadsheet importing all the information you've requested.

Once data is imported, you can edit it and send data back to HubSpot. You can find step-by-step instructions on how to do this in our detailed article.

Google Slides

When clicking on Connect, Dokin will display a new Connection on the home page.

From there, you can choose to insert each cell data as dynamic content or you can create multiple presentations using mail merge.

Google Docs

When clicking on Connect, Dokin will display a new Connection on the home page.

From there, you can choose to insert each cell data as dynamic content or you can create multiple documents using mail merge.