Learn How to Connect HubSpot and Looker Studio for Free

I'm excited to walk you through a powerful solution we've crafted for clients who may not have access to HubSpot Enterprise or its dataset features. This approach utilizes the seamless integration between HubSpot and Google Sheets to provide complex reporting capabilities, virtually for free. Read on to learn how to do this, or watch the video below!

Understanding the Challenge

Our client, a software company specializing in home inspections, faced significant delays and failures while attempting to load reports with HubSpot datasets due to the volume of custom objects in their HubSpot portal. Although HubSpot support is actively working on a fix, we needed an interim solution to support their reporting needs.

When to Use This Solution

This method works wonderfully for moderate-sized data but might struggle with extremely large datasets (e.g., over 800,000 rows) since Google Sheets might lag. For such cases, integrating HubSpot with data warehousing solutions like Snowflake or BigQuery before setting up reporting in Looker Studio is advisable. Reach out to our team if you need help with this.

Step-by-Step Guide to Building the Solution

1. Setting Up the Workflow:

• Map necessary properties such as record ID, inspection name, date, fee, and test record indicators for future reporting needs.
• Ensure you build a workflow for both creating new rows in your Google Sheet, and also updating rows in your Google Sheet whenever the data is updated.

2. Integrating with Looker Studio:

In Looker Studio (formerly Google Data Studio), add Google Sheets as a data source.

• If you have multiple sheets or tabs, you’ll need to create a source for each sheet involved in the reporting.
• Configure the import settings to ensure all relevant data columns from Google Sheets are accurately reflected in Looker Studio. Sometimes the data will import as the incorrect data type (i.e. single line text field importing into Looker Studio as a date field), so you'll need to double check and make sure there are no errors.

3. Blending Data Sources:

To merge data from multiple sources (like inspections and plan reviews), use Looker Studio’s blending feature. Set join conditions based on common fields, such as date, to ensure accurate data correlation.

An alternative method involves creating separate reports for each dataset, selecting both at the same time, right-clicking, and then using Looker’s blending option to combine them, which simplifies data handling and reduces potential room for error.

Why This Solution Is Ideal

One of the greatest advantages of this setup is the ability to embed Looker Studio reports directly into HubSpot dashboards seamlessly. This integration not only enhances visual data presentation but also ensures that actionable insights are readily accessible within your HubSpot environment. Additionally, the affordability of Looker Studio is unparalleled, making it an excellent choice for small to mid-sized businesses seeking cost-effective reporting solutions.

Conclusion

By leveraging HubSpot’s native integrations and the powerful capabilities of Looker Studio, we are able to bypass certain limitations and enhance our client’s reporting processes without incurring additional costs. This approach is not only cost-effective but also scalable to a variety of reporting needs.

Need Advanced Reporting Solutions?

If you’re struggling with complex reporting needs in HubSpot or need help integrating Looker Studio for more dynamic and visually appealing reports, don’t hesitate to reach out. At HarvestROI, we specialize in optimizing your CRM and reporting tools to ensure you get the most out of your data. Contact us today to learn more about how we can help you achieve your data reporting goals.

Remember, with the right tools and expertise, any reporting challenge in HubSpot can be transformed into a streamlined, insightful process. Let us help you make your data work for you!