Google Sheets integration
Use Google Sheets as a data source or document template
Google Sheets works as both a data source and a template format in Portant. Use spreadsheet data to generate documents, or pull HubSpot deal data into Sheets for reporting. Portant reads rows, maps columns to template tags, and generates a document for each row automatically.
Install on HubSpot
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Capabilities
What you can do with Portant and Google Sheets
Generate documents from spreadsheet rows
Each row in your Google Sheet becomes a document. Portant maps columns to template tags and generates contracts, certificates, or letters in bulk.
Charts and data for reports
Link Sheets data to Google Slides charts for dynamic visual reports. Data refreshes from HubSpot at generation time.
Bulk document generation
Generate hundreds of documents at once from a single spreadsheet. Each row produces a personalized document with unique data.
Two-way data with HubSpot
Pull HubSpot data into Sheets for analysis, or use Sheets as a secondary data source alongside HubSpot properties in your workflows.
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Setup
How to set up Google Sheets with Portant
01
Prepare your spreadsheet
Set up column headers that match the data you want in your documents.
02
Connect to Portant
Link your Google Sheet as a data source. Map columns to template tags.
03
Choose a template
Use a Google Doc, Slides, or Word template with tags that match your column headers.
04
Generate in bulk
Generate a document for each row. Send via email or save to Drive automatically.
Security
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SOC 2 Type I certified.
Independently audited security controls across data, infrastructure, and access.
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Built-in safeguards keep customer data compliant across every region.
Learn moreEnterprise SSO built in.
Tie every account to a verified identity with SSO and OAuth, no shared passwords.
Learn moreFrequently asked questions about Google Sheets
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