Castodia automatically imports fresh data from your Hubspot CRM to your Google Sheets on a highly customizable schedule. Auto-refresh data as often as every 1 minute for near real-time data.
Castodia lets you pull data from your Hubspot CRM directly into Google Sheets.
To connect your Hubspot CRM, follow the steps below:
Step 1: Open the Castodia Admin Dashboard
Step 2: From the Databases Menu, click on Create
Step 3: Add a nickname for your source connection
Step 4: From the dropdown menu, select Hubspot
Step 5: Gather and enter your data source API key. Contact your engineering or IT team for help with this
Step 6: Click the "Test" button to verify your credentials
Step 7: Click the "Save" button once a green notification pops up, indicating that the add-on was successfully installed.
And that's it! Enjoy running your queries.