When is a spreadsheet more than a spreadsheet? When coding with Google Apps Script turns it into a dynamic dashboard. In my last blog post, I talked about how we came to the decision to use Google Sheets and Google Apps Scripts to build out our new sales lead tracker. This post will go more in depth on the actual code we used, what I wrote, and how you can use it. I’ve also provided a bare bones script on how to pull data from Hubspot. This should provide enough information to get started working with Google Sheets and Google Apps Script. The biggest challenge in all of this is getting your data, but I’ve included documentation to make the process as self-explanatory as possible.
As I’ve already mentioned, getting the data is the hard part, at least when you are first starting off with Google Apps Script. There is an explanation in the Google Apps Script documentation, but it’s very general and skips certain steps, such as how to access data or parse the JSON. Most of the coding was a learning process, a lot of trial and error at first, but once you understand the basics (which is explained in our GitHub), building a dashboard becomes a simple exercise.
Our provided code is very comprehensive and can be easily understood and adapted. It’s as simple as using our included functions and inserting your own API key to play with the features and gain a better understanding of how to create these scripts. In our provided code we deal with company objects. The concept is easily extended to other Hubspot object types such as contacts, deals, and so on. Occasionally you will need to do some data cleaning in Hubspot (or whatever data source you are using), but you should be well on your way to creating a robust dashboard with our code as a base.
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