My day-to-day life lives on Notion, and I don’t think that I’m particularly unusual among marketers. It just makes things easier. I also have a lot of metrics living in various places - most notably HubSpot - and having my HubSpot data integrated into a Notion page would be very nice.
Luckily, I work for Demand Sage, so I know a way to make that happen. While HubSpot and Notion do not have any sort of native integration, you can embed a Google Sheet into a Notion page, and making dynamically-updating HubSpot insights available in Google Sheets is a big part of what we do.
Here’s what I did:
Step 1 - Get your HubSpot data into Google Sheets with Demand Sage
If you aren’t familiar with us, Demand Sage is a free-to-use reporting and analytics tool that hooks all of your HubSpot data into a Google Sheet. The data updates nightly, so you never have to manually output a CSV and re-integrate the output just to get a fresh data view.
Step 2 - Create A Report Of Your Desired HubSpot Data
Now, for the sake of this example, I want to recreate my Company Installs by Day chart from HubSpot, so I can see and share it with my colleagues in Notion.
For this, I’ll use the Demand Sage Smart Table Builder. I choose Companies as the Entity, Quarter-to-Date for the timeframe, Count of Companies for the Metric, and I’ll group rows by my custom HubSpot field first_install_date_company, and I want this by week.
Result: a running list of all company installs by week.
Step 3 - Build a Chart in Google Sheets From Your HubSpot Data
Next I created a quick Google Sheets chart of this information to replicate the HubSpot dashboard report. Because the data now lives in Sheets, I have access to the full functionality of a spreadsheet for manipulating as well as visualizing data - and data manipulations and visualizations remain static while the data informing them updates regularly, removing the need to ever re-integrate the HubSpot data.
For my purposes, a simple line graph gives me the at-a-glance information I need.
Step 4 - Embed Your HubSpot/Sheets Report Into Notion
Finally, to take the last step and get this into Notion, I’ll create a new page in my Marketing Reports page, and since I have Notion and Drive linked, I can easily embed this report. As you may know, there are two ways to embed a Sheet in Notion - with the direct Drive integration, which gives you a visual representation of the first tab in a Sheet, or by making a share link with edit permissions, which gives you the fully-embedded, editable Sheet.
For a view-only report - which still updates regularly, both in Sheets and in Notion - use the /drive command to pull the report from your Google Drive account that you have linked to Notion. Note that the report will take you to the Sheet itself in Google Drive if clicked on, and that it will only display the first tab of the spreadsheet.
If, however, you want a fully-functioning spreadsheet embedded into Notion, use the /embed feature as follows:
- Make sure the Google Sheet is set to be editable by everyone
- Grab the Sheet's link from the Share dialog
- Embed the Sheet into a Notion page by pasting the share link into the /embed function
At this point, you should have a fully-functioning spreadsheet with your HubSpot report - raw data and visualization, if you have chosen to set it up that way - in a Notion page. And since Demand Sage updates nightly, this report is live - whoever needs to see it will always see data that is at most a day old.
I hope this is useful to you. The usefulness of Demand Sage linking your live HubSpot data to a Google Sheet goes beyond our Report Library - the power and flexibility of Sheets allows you to manipulate and embed data and insights into any number of vehicles.
However you consume and share your HubSpot data, Demand Sage’s free-to-use tool makes it easier and automatic.
