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# The Spreadsheet for HubSpot

A powerful, familiar spreadsheet engine built natively for HubSpot.

[Try instantly →](/content/sandbox/index.html)

|  | Company | Contact | Deal Stage | Amount | Owner |
| --- | --- | --- | --- | --- | --- |
| 1 | Acme Corp | John Smith | Negotiation | $125,000 | Sarah Lee |
| 2 | TechStart Inc | Mike Chen | Closed Won | $89,500 | David Park |
| 3 | Global Systems | Emma Wilson | Proposal | $310,000 | Sarah Lee |
| 4 | DataFlow LLC | Alex Johnson | Qualification | $67,200 | David Park |

## Perfect for You

Designed for revenue operators, sales reps, and anyone who works with HubSpot contacts, deals, or pipeline data daily.

### Easy data entry

Fast keyboard-driven workflows directly inside HubSpot—no exports, no juggling CSV files.

### Scrappy analytics

Quick deal breakdowns, pipeline analysis, contact segmentation, and ROI calculations without leaving your CRM.

### Fast, 1-click launch

Instantly open spreadsheet-powered workflows from any HubSpot list, deal board, or contact view.

## And Your Team

Governance, security, and operational consistency—without adding another external platform.

### Secure

All data stays inside your HubSpot portal (no exfiltration, no external spreadsheets, no permission drift).

### Governable

Centrally-managed templates ensure consistent workflows across sales, marketing, customer success, and operations.

### Easy admin

No separate platform to manage—SheetRocks uses your existing HubSpot users, teams, and permissions.

## Why SheetRocks?

A fast, flexible, familiar spreadsheet to upgrade your HubSpot workflows.

### Bulk Edit Any Property, No Limits

HubSpot's bulk edit is limited to a few fields with multiple clicks required. SheetRocks lets you bulk edit any contact, company, or deal property with formula support—apply calculated categorizations (like segmenting by revenue or industry) across thousands of records instantly.

### Ad-Hoc Pipeline Analysis Without Exports

HubSpot reports are constrained by the report builder—complex questions require exporting to Excel. SheetRocks linked sheets enable instant analysis with GROUPBY, SUMIF, and FILTER for weighted pipeline, deal velocity, and conversion metrics without ever leaving HubSpot.

### No More CSV Import Failures

HubSpot CSV imports are finicky—strict formatting, poor error messages, broken associations. SheetRocks eliminates CSV entirely with 100% compatibility for all data formats. Work with live data, get instant validation, and sync changes instantly without import headaches.

### Formula-Based List Segmentation

Creating complex segments requires understanding list logic operators with no calculated fields or formula support. SheetRocks enables segmentation with multi-criteria formulas combining lifecycle stage, engagement recency, and firmographics—test scenarios instantly before committing.

### Bulk Data Cleanup Without Risk

Standardizing names, phone formats, and company data across 80k contacts means risky CSV reimports or tedious manual updates. SheetRocks applies cleanup formulas for proper capitalization and phone formatting directly to live data with conflict detection and preview before sync.

### Work Across All HubSpot Objects

HubSpot reporting is limited by object relationships and pre-built report types. SheetRocks provides 100% object support—contacts, companies, deals, tickets, line items—all accessible with full formula power and cross-object VLOOKUP capabilities.

## Spreadsheet Features

150+ functions

Filtering, sorting, analytics

Familiar shortcuts

Copy/paste, Undo/redo

And much more

## Native Features

Data stays on-platform

Query builder for contacts, companies, deals, and tickets

Bidirectional sync via HubSpot API

Custom team templates

Automatic alignment with HubSpot user permissions

## Pricing

### Standard

$30 / user / mo

- Free forever in sandbox
- Unlimited usage
- Unlimited templates
- Install through the HubSpot App Marketplace

### Premium

Let's Talk

- Volume discounts for larger teams
- Enterprise-grade support
- Tailored guidance for complex workflows
- Contact support@sheet.rocks

## Frequently Asked Questions

### Is SheetRocks for HubSpot Secure?

Yes. Your data never leaves your HubSpot portal. Workbook data is stored entirely within your HubSpot environment. Sync changes back to contacts, companies, deals, and tickets at any time. All existing HubSpot user permissions and team assignments are respected automatically.

### What Functions Are Supported?

Hundreds—documented inside the in-app help center. Coverage includes: Logic, Text manipulation, Data shaping & cleaning, Finance, Array + advanced operations, and SheetRocks-specific utilities.

### How Does Syncing Work?

Two sheet types: Standard Sheets—behave like traditional spreadsheet tabs, and Linked Sheets—backed by HubSpot queries with controlled constraints. A sync operation pushes updates, handles conflicts cleanly, and pulls fresh HubSpot data.
