Streamlining Lead Generation Analytics with Wren AI HubSpot Boilerplate and Google Sheets

One of the biggest pros is that Wren AI’s HubSpot Boilerplate doesn’t require us to sign up for expensive HubSpot tiers. The boilerplate works seamlessly with HubSpot’s Starter, Professional, and Enterprise plans, allowing us to access advanced analytics without upgrading to costly subscriptions. This affordability, combined with the ability to generate professional-grade BI dashboards in moments, makes it an ideal solution for businesses like ours that need robust insights on a budget.

Good for non tech user - Ease of Use: Intuitive interface with pre-defined data models and sample questions, enabling quick setup and use without technical expertise. Direct Data Queries: Allows users to ask plain-language questions (e.g., “Show lead sources with highest conversions”) and get instant, actionable insights. Fast Spreadsheet and Dashboard Creation: Automatically generates Google Sheets and dynamic BI dashboards with charts (line, bar, pie) in seconds. Cost-Effective: Works with any HubSpot plan (Starter, Professional, Enterprise), eliminating the need for expensive HubSpot tiers. CSV Upload and Cleansing: Simplifies data prep by cleaning CSVs (e.g., removing duplicates, fixing formats) before uploading to HubSpot. Collaboration-Friendly: Empowers marketing and sales teams to analyze data independently, reducing reliance on data specialists. Versatile Data Integration: Combines HubSpot data with other sources (e.g., Google Sheets, MySQL) for unified dashboards. Time-Saving: Streamlines data compilation, visualization, and CRM maintenance, saving hours of manual work.

Some times need to map the different columns in modeling.

Cleaning My Salesforce-HubSpot Sync with CSVs

Cleaning My Salesforce-HubSpot Sync with CSVs My sales team relies on Salesforce, while marketing uses HubSpot, but syncing these systems was a nightmare due to messy data and unclear ownership, forcing me to pause the sync to avoid spreading bad records. With leadership demanding clean, owned data before resuming, I turned to WrenAI’s HubSpot app, using its natural language queries to diagnose issues like missing owners or incomplete fields, exporting results to CSVs like Salesforce_Contacts_NoOwner.csv, Salesforce_SyncFailures.csv, and Salesforce_Companies_MissingEmail.csv. By analyzing these files, I identified over 1,200 contacts without owners and hundreds of companies lacking emails, enabling me to update records and resolve ownership conflicts found in Salesforce_HubSpot_OwnerConflicts.csv. WrenAI’s filtering tools helped me create sync-ready lists, exported as CSVs like Salesforce_Contacts_Clean.csv and Master_Sync_List.csv, ensuring only complete, owned records reached HubSpot without duplicates. This process cleaned my Salesforce data, empowered marketing with structured data for accurate campaigns, and restored leadership’s trust in our sync. While managing multiple CSVs was tedious and required manual fixes, WrenAI’s intuitive queries and CSV exports were a lifesaver, acting as a non-invasive BI layer to align sales and marketing. It’s not a one-click solution, but for anyone tackling a Salesforce-HubSpot sync, WrenAI’s CSV-driven approach delivers control and confidence.

CSV Flexibility: Exporting query results to numerous CSVs like Salesforce_Contacts_NoOwner.csv and Salesforce_Companies_Clean.csv allowed me to analyze and manipulate large datasets easily in spreadsheets. Intuitive Queries: WrenAI’s natural language queries let me, a non-technical user, quickly identify data issues (e.g., missing owners or sync failures) without needing advanced technical skills. Ownership Clarity: CSVs such as Salesforce_HubSpot_OwnerConflicts.csv made it straightforward to spot and resolve ownership conflicts, ensuring every record had a clear owner. Scalable Process: Working with multiple CSVs enabled me to scale my data cleanup efforts across thousands of records, maintaining organization and control.

CSV Management Overhead: Handling many CSV files, like Salesforce_SyncFailures.csv and Salesforce_Owned_MissingFields.csv, required careful organization to avoid confusion and errors. Manual Data Fixes: WrenAI identified issues in CSVs, but I had to manually update records or use scripts, which was time-consuming for large files like Salesforce_Contacts_NoOwner.csv. Initial Setup Time: Defining sync criteria and crafting effective queries took trial and error before I could generate useful CSVs, slowing down the initial process.