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.
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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.
How to set up Google Sheets with Portant
Step 1
Prepare your spreadsheet
Set up column headers that match the data you want in your documents.
Step 2
Connect to Portant
Link your Google Sheet as a data source. Map columns to template tags.
Step 3
Choose a template
Use a Google Doc, Slides, or Word template with tags that match your column headers.
Step 4
Generate in bulk
Generate a document for each row. Send via email or save to Drive automatically.
“From a single master database I can create mail merged PDFs, emails, envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Portant takes the boring repetition out of my invoicing, plus I'm now creating personalised slideshows for each of my clients, all automatically.”
“From a single master database I can create mail merged PDFs, emails, envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Portant takes the boring repetition out of my invoicing, plus I'm now creating personalised slideshows for each of my clients, all automatically.”
Frequently asked questions about Google Sheets
Explore more integrations
Start automating from Google Sheets
Connect your spreadsheet and generate your first batch. No credit card required.