This post will show you how to connect HubSpot CRM and Google Sheets, allowing new contacts added to HubSpot CRM to be automatically saved in a new row in Google Sheets.
The best part is, this automation only requires a one-time setup using Pabbly Connect.
We’ll start by connecting HubSpot with Pabbly Connect to retrieve newly added contacts, and then connect Pabbly Connect with Google Sheets to store the collected contacts in your spreadsheet.
Steps to Automatically Send HubSpot Contacts to Google Sheets Spreadsheet
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between HubSpot CRM and Pabbly Connect
3. Setup Google Sheets as the Action App to Save Contacts
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between HubSpot CRM and Pabbly Connect
Now, let’s go over the steps to connect HubSpot and Pabbly Connect, which will enable us to capture contact details from HubSpot CRM.
A. Trigger App
Trigger allows us to choose the application that will retrieve the data for Pabbly Connect. In this instance, it would be HubSpot CRM.
Choose ‘HubSpot CRM’ as the Trigger App, select ‘New Contact Added’ as a Trigger Event, and click on ‘Connect’.
B. Connect HubSpot Account
In order to link to your HubSpot account, choose ‘Add New Connection’ and click on ‘Connect With HubSpot CRM’. Additionally, provide authorization.
Select the Output Properties, and click on ‘Save & Send Test Request’.
To confirm our established connection, expand the Response Received section and ensure that the contact details are visible.
Step 3:- Setup Google Sheets as the Action App to Save Contacts
Action allows us to choose the application that will get executed by the workflow trigger.
Our objective is to save the HubSpot contacts we capture into your Google Sheets spreadsheet. As a result, Google Sheets will serve as our Action App.
A. Action App
Choose ‘Google Sheets’ as the Action App, select ‘Add New Row’ as an Action Event, and click on ‘Connect’.
B. Connect Google Sheets Account
To connect with your Google Sheets account, select ‘Add New Connection’, and click on ‘Sign in with Google’. Additionally, grant the authorization.
Select the specific Spreadsheet and Sheet that you want to use for storing the contacts.
Once you select your sheet, the columns in that sheet will appear as fields in your Action Step.
C. Map Necessary Fields
With your Google Sheets account connected, you only need to map the contact details from the previous step. Mapping ensures that our data remains dynamic and updates accordingly based on the responses received.
Map the First Name from the previous step.
Likewise, map the other fields, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the contacts will automatically be saved in your Google Sheets spreadsheet.
Our automation is now complete. The integration between HubSpot and Google Sheets was successful. Going forward, any new contact added to your HubSpot account will be automatically saved in your Google Sheets spreadsheet.
You can copy this entire workflow by clicking this link.
Sign Up for a free Pabbly Connect account, and start automating your business
Subscribe to our Youtube Channel for more such automation
For any other queries, visit our forum