In this section, we will look at how you can integrate Google Sheets with HubSpot. Following this integration, you will be able to use your Google Sheets data to create contacts in HubSpot automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will link Google Sheets with Pabbly Connect to capture the data, link Pabbly Connect with HubSpot and create contacts in HubSpot using the captured data.
Steps to Automatically Create HubSpot CRM Contacts from Google Sheets
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Google Sheets and Pabbly Connect
3. Setup HubSpot as the Action App to Create 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 Google Sheets and Pabbly Connect
We will now look at the steps through which we will establish a link between Google Sheets and Pabbly Connect. This will help us to fetch the data from Google Sheets.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Google Sheets.
Choose ‘Google Sheets’ as the Trigger App and select ‘New or Updated Spreadsheet Row’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Google Sheets account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Google Sheets, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Google Sheets Account
To connect with your Google Sheets account, open the sheet where you want to enter the data, click on Extensions > Add-ons > Get add-ons, and search for ‘Pabbly Connect Webhook’.
Install the Pabbly Connect Webhook extension.
After installing the add-on, again click on Extension > Pabbly Connect Webhooks > Initial Setup.
Paste the Webhook URL that we copied earlier, and in the Trigger Column, mention the name of the last column in which the data is available, and click on ‘Send Test’.
Now that the data is sent successfully – click on ‘Submit’.
Now, click on Extension > Pabbly Connect Webhooks > ‘Send On Event’ – This will ensure that your Google Sheets data will automatically be captured by Pabbly Connect.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Google Sheets and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in the Google Sheets spreadsheet.
Step 3:- Setup HubSpot as the Action App to Create Contacts
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to use the data captured from Google Sheets to create contacts in HubSpot. Thus, HubSpot will be our Action App.
A. Action App
Choose ‘HubSpot CRM’ as the Action App, select ‘Create Contact’ as an Action Event, and click on ‘Connect’.
B. Connect HubSpot Account
To connect with your HubSpot account, select ‘Add New Connection’ and click on ‘Connect With HubSpot CRM’. Also, grant the authorization.
C. Enter / Map the Necessary Fields
Now that you have connected your HubSpot account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Email Address from the step above.
Similarly, map the other details, leaving the unnecessary ones empty and click on ‘Save & Send Test Request’.
As soon as you click on Save And Send Test Request, contact will be automatically created in HubSpot.
Our automation is complete. We have successfully integrated Google Sheets with HubSpot CRM. Each new data entry in Google Sheets will now automatically create a contact in your HubSpot CRM account.
You can copy this entire workflow by clicking this link.
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