Deal pipeline export — HubSpot to Google Sheets in Make

Create scheduled scenario

In Make, click Create a New Scenario. Click the clock icon to add a Schedule trigger module. Set it to run Daily at 8:00 AM in your timezone. Click the Scheduling tab and verify Advanced scheduling is OFF. The module will show a green clock icon when configured correctly.

Connect HubSpot search module

Click the + button after Schedule. Search for HubSpot and select Search for CRM Objects. Choose your HubSpot connection or create one using a Private App token. Set Object Type to Deals. Leave Query empty to get all deals. Set Limit to 100. This pulls active deals in batches.

Add deal properties

In the HubSpot module, expand Additional Fields. Click Properties and add: dealname, dealstage, amount, hubspot_owner_id, closedate. These map to the columns you want in your sheet. Click OK to save. The module will now fetch these specific properties for each deal.

Filter active deals only

Click the wrench icon between HubSpot and the next module to add a filter. Name it Active Deals Only. Set Condition to dealstage not equal to closedwon AND dealstage not equal to closedlost. This excludes completed deals from your export. Only deals in active pipeline stages will pass through.

Look up owner names

Add another HubSpot module: Get a CRM Object. Set Object Type to Owners and Object ID to hubspot_owner_id from the previous module. Add firstname and lastname to Properties. This converts owner IDs to readable names. The output gives you the actual person's name instead of an ID number.

Clear existing sheet data

Add Google Sheets: Clear Values. Connect your Google account and select your target spreadsheet and worksheet. Set Range to A2:Z1000 (keeps headers, clears data). This prevents duplicate rows on each daily run. Your header row in A1:E1 stays intact.

Format deal values

Add a Tools: Set Variables module. Create variables for clean data: deal_name = dealname, stage = dealstage, value = formatNumber(amount; 0; '.'; ','), owner = firstname + ' ' + lastname. This formats currency properly and combines first/last names into one field.

Write to Google Sheets

Add Google Sheets: Add a Row. Select your spreadsheet and worksheet. Map columns: Deal Name = deal_name, Stage = stage, Value = value, Owner = owner. Make automatically handles the iteration, writing one row per deal. Each deal becomes a separate row with your formatted data.

Test with sample data

Click Run Once to test. Make will fetch your deals and write them to the sheet. Check that currency formatting looks correct, owner names appear (not IDs), and only active deals are included. The test run shows exactly how many deals were processed in the execution log.

Enable daily automation

Turn the scenario ON using the toggle switch. Verify the schedule shows your correct timezone and time. The scenario will now run automatically every morning. Check the Execution History tab after the first scheduled run to confirm it worked correctly.

HubSpot returns deal stages as internal IDs that aren't readable in reports. This formula maps stage IDs to clean display names for your sheet. Add this to the Set Variables module to transform technical stage names into business-friendly labels.

switch(dealstage; 'appointmentscheduled'; 'Demo Scheduled'; 'qualifiedtobuy'; 'Qualified'; 'presentationscheduled'; 'Presentation Set'; 'decisionmakerboughtin'; 'Decision Maker Engaged'; 'contractsent'; 'Contract Sent'; 'closedwon'; 'Won'; 'closedlost'; 'Lost'; dealstage)

switch(dealstage; 'appointmentscheduled'; 'Demo Scheduled'; 'qualifiedtobuy'; 'Qualified'; 'presentationscheduled'; 'Presentation Set'; 'decisionmakerboughtin'; 'Decision Maker Engaged'; 'contractsent'; 'Contract Sent'; 'closedwon'; 'Won'; 'closedlost'; 'Lost'; dealstage)