Magicdog

Magicdog is a Google Sheets add on for pulling CRM data into a spreadsheet. With one click it imports records from HubSpot, and the same applies to Salesforce, which removes the usual export, download, and copy paste cycle that eats the first ten minutes of any reporting task. Beyond a single import it supports automatic import and scheduled refreshes, so a sheet can stay current without anyone remembering to run the sync by hand, which is the part that usually quietly breaks. It also handles data mapping and field alignment, and that matters more than it sounds, because a CRM and a spreadsheet rarely use the same names for the same thing. On top of that it offers reporting features for teams that analyse the data after the import. Magicdog has a free version and a paid version with more advanced features, so the split between the two is the first thing to check.

- Import HubSpot records into Google Sheets in one click.

- Import Salesforce records the same way, without exporting a file first.

- Schedule refreshes so the sheet stays up to date on its own.

- Map CRM fields to spreadsheet columns and build reports from the result.

- Sales teams that report on pipeline and activity from a shared sheet.

- Marketing teams tracking campaign data alongside other numbers.

- Analysts and operators who spend their day in Sheets and need clean inputs.

The free version limits the advanced features and reporting, so compare what you actually need against the paid tier before you commit to a process built on it. Connecting a CRM also means granting access to customer data, so check your organisation's rules and keep permissions as tight as you can, especially on accounts that hold contact details. Free plan rules and feature boundaries can change over time, and at the time of writing the site itself was not responding, so confirm it is available before you build a regular workflow around it rather than discovering the problem on reporting day.