HubSpot notes in a live spreadsheet
Add the Notes table to a sheet as a data source named notes and its 34 columns become names your formulas, pivot tables and charts use. Sheets reads it from your HubSpot account each time the sheet opens or refreshes.
Each account's columns are its own HubSpot properties, custom ones included. The columns listed here are HubSpot's standard properties; custom objects are tables too (Enterprise).
Formulas on this table
=data.notes.sum(company_number_of_employees) Total company: number of employees. Adds up the Company: Number of employees column over every row of Notes.
=data.notes.sum(company_number_of_employees, associated_contacts, A2) Company: number of employees per associated contacts. With a associated contacts in A2, the total for that one. Fill it down next to a list of them.
=list.notes(associated_contacts) Every associated contacts, once. Spills the distinct associated contacts values down the column: the row labels for the formula above.
=data.notes.count(record_id, associated_contacts, "<>") Rows with a associated contacts. Counts the rows whose Associated contacts is not empty.
=data.notes.avg(company_annual_revenue) Average company: annual revenue. avg, min, max, count, countd (distinct) and first work the same way as sum.
Columns
| Column | In formulas | Type |
|---|---|---|
| Record ID | record_id | Text |
| Activity assigned to | activity_assigned_to | Text |
| Activity date | activity_date | Date and time |
| Create date | create_date | Date and time |
| Last modified date | last_modified_date | Date and time |
| Note body | note_body | Text |
| Associated contacts | associated_contacts | Text |
| Associated contact IDs | associated_contact_ids | Text |
| Contact ID | contact_id | Text |
| Contact: Email | contact_email | Text |
| Contact: Job title | contact_job_title | Text |
| Contact: Lifecycle stage | contact_lifecycle_stage | Text |
| Contact: Contact owner | contact_contact_owner | Text |
| Associated companies | associated_companies | Text |
| Associated company IDs | associated_company_ids | Text |
| Company ID | company_id | Text |
| Company: Company name | company_company_name | Text |
| Company: Company domain name | company_company_domain_name | Text |
| Company: Industry | company_industry | Text |
| Company: Country/Region | company_country_region | Text |
| Company: City | company_city | Text |
| Company: Number of employees | company_number_of_employees | Number |
| Company: Annual revenue | company_annual_revenue | Number |
| Company: Lifecycle stage | company_lifecycle_stage | Text |
| Company: Company owner | company_company_owner | Text |
| Associated deals | associated_deals | Text |
| Associated deal IDs | associated_deal_ids | Text |
| Deal ID | deal_id | Text |
| Deal: Deal name | deal_deal_name | Text |
| Deal: Deal stage | deal_deal_stage | Text |
| Deal: Pipeline | deal_pipeline | Text |
| Deal: Amount | deal_amount | Number |
| Deal: Close date | deal_close_date | Date and time |
| Deal: Deal owner | deal_deal_owner | Text |
Other activities tables
Your notes, live
Contacts, companies, deals, tickets and activities become tables that formulas, pivot tables and charts read directly, opened inside HubSpot. Your numbers stay current without exporting.