Report automation for HubSpot
Create branded reports from HubSpot data automatically
Report automation in HubSpot means your team generates polished QBRs, pipeline reviews, and client reports with one click. Portant pulls HubSpot data into professional templates, including charts, tables, and deal summaries. Share via email, Drive, or OneDrive. Reports that used to take a day now take seconds.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
Why teams automate their reports in HubSpot
Reports take a full day to build
Before
Export data from HubSpot, paste into Slides, format charts, update text, proofread, send. Repeat quarterly.
After
One click generates a branded report with live HubSpot data, charts, and tables. Done in seconds.
Data is always stale by the time you send
Before
Pull data on Monday, build the report by Wednesday, send on Friday. The numbers are already a week old.
After
Reports pull live data from HubSpot at generation time. Numbers are current the moment the report goes out.
Every report looks different
Before
Each rep or manager formats reports their own way. No consistency, no brand standards.
After
Everyone generates from the same branded template. Reports look professional and consistent every time.
How reports automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Feature
HubSpot data directly in your documents
Pull deal, contact, company, and custom object data into report templates. Every field is live from HubSpot at the moment of generation. No exporting, no copy-pasting.
Feature
Branded output from your own templates
Use your existing Google Slides or Docs templates. Keep your brand consistent across every report, every quarter, every team member.
Feature
Charts and tables that update automatically
Include Google Sheets charts that update dynamically. Tables populate from HubSpot line items, deal summaries, or custom data. Visual reports without the manual work.
Feature
Share via email, Drive, or OneDrive
Send reports directly via Gmail or Outlook. Attach as PDF or share a link to the live document. Save to Google Drive or OneDrive automatically.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingHow to get started with reports in HubSpot
Step 1
Design your report template
Use Google Slides, Docs, or Sheets. Add your branding, charts, and layout.
Step 2
Connect your data
Map HubSpot properties, custom objects, and chart data to template tags.
Step 3
Generate reports
Create reports with one click or set them on a recurring schedule.
Step 4
Distribute
Email reports, save to Drive or OneDrive, or share a live link.
“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 has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“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 has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“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.”
Frequently asked questions about reports
Start automating reports
Build your first automated report in minutes. No credit card required.