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"I forgot to take the Google Ads report again..."
"Manually entering data into HubSpot takes a lot of time."
Are you struggling with data exchange in your daily tasks like this? Even if you understand the importance of measuring ad effectiveness and sharing with your team, manual repetition can lead to omissions and time loss. But what if you could automatically retrieve reports from Google Ads at a set time each week and reflect that content in a custom object in HubSpot? You can share accurate data with your team without worrying about errors.
In this article, we will introduce what you can do by integrating Google Ads and HubSpot, as well as detailed setup instructions. It's easy for anyone to integrate without code, so if you want to try automation, this is a must-read!
By using Yoom, you can easily integrate Google Ads and HubSpot without code. Yoom provides templates for integrating Google Ads and HubSpot, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
This flow retrieves Google Ads campaign reports at specified schedules and adds notes to contacts in HubSpot.
■Recommended for
1. Marketing Teams
・Teams that manage Google Ads campaigns and regularly review their performance
・Teams that manage customer data in HubSpot and want to link ad campaign results to customer contacts
2. Sales Teams
・Teams that want to optimize their approach to target customers based on ad campaign results
・Teams that manage customer data in HubSpot and want to build sales strategies based on ad results
3. Analytics and Reporting Teams
Teams that want to regularly report on ad campaign performance and integrate the results with customer data managed in HubSpot
Teams that want to achieve data-driven marketing strategies
■Benefits of Using This Template
・Achieve operational efficiency and optimize data management, enabling effective marketing strategies utilizing ad campaign results.
・Real-time information sharing and strengthened team collaboration can lead to effective business progress.
■Notes
・Please integrate Yoom with both HubSpot and Pipedrive.
By integrating the APIs of Google Ads and HubSpot, you can automatically link Google Ads data to HubSpot!
For example, you can automatically perform data integration like the following without human intervention.
By specifying the date and time, you can automatically reflect Google Ads information in HubSpot. This is expected to streamline campaign ad operations and enhance effectiveness. This flow is especially recommended for those who want to smoothly share Google Ads performance with their team!
■Overview
This flow retrieves Google Ads campaign reports at specified schedules and adds notes to contacts in HubSpot.
■Recommended for
1. Marketing Teams
・Teams that manage Google Ads campaigns and regularly review their performance
・Teams that manage customer data in HubSpot and want to link ad campaign results to customer contacts
2. Sales Teams
・Teams that want to optimize their approach to target customers based on ad campaign results
・Teams that manage customer data in HubSpot and want to build sales strategies based on ad results
3. Analytics and Reporting Teams
Teams that want to regularly report on ad campaign performance and integrate the results with customer data managed in HubSpot
Teams that want to achieve data-driven marketing strategies
■Benefits of Using This Template
・Achieve operational efficiency and optimize data management, enabling effective marketing strategies utilizing ad campaign results.
・Real-time information sharing and strengthened team collaboration can lead to effective business progress.
■Notes
・Please integrate Yoom with both HubSpot and Pipedrive.
By specifying the date and time, you can automate the entire process from obtaining the Google Ads report to adding a record in HubSpot. Automation can reduce routine tasks and alleviate the burden on the person in charge.
■Overview
This flow retrieves Google Ads reports on a specified schedule and integrates them with HubSpot to add notes to contacts.
■Recommended for
1. Advertising managers using Google Ads
・Advertising agency personnel managing client ad operations
・In-house operation managers at business companies
・Public relations personnel utilizing digital tools
2. Those looking to reduce manual input and automate processes
・Small business owners aiming for business automation
・Administrative staff seeking to improve data accuracy
・Marketing operations personnel
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving operational efficiency.
・The flow bot is automatically activated based on the registered content, improving the consistency of routine tasks.
■Notes
・Please integrate Yoom with both Google Ads and HubSpot.
You can automatically share updates from Google Sheets, eliminating any time lag in information sharing.
This flow is recommended for those who manage tasks using shared Google Sheets and want to be notified of any updates.
Let's get started by creating a flow that integrates Google Ads and HubSpot!
We will use Yoom to proceed with the integration of Google Ads and HubSpot without any coding. If you do not have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
In this session, we will create a flow that retrieves a Google Ads campaign report on a specified schedule and adds a record to a custom object in HubSpot!
The creation process is broadly divided into the following steps.
■Overview
This flow retrieves Google Ads campaign reports at specified schedules and adds notes to contacts in HubSpot.
■Recommended for
1. Marketing Teams
・Teams that manage Google Ads campaigns and regularly review their performance
・Teams that manage customer data in HubSpot and want to link ad campaign results to customer contacts
2. Sales Teams
・Teams that want to optimize their approach to target customers based on ad campaign results
・Teams that manage customer data in HubSpot and want to build sales strategies based on ad results
3. Analytics and Reporting Teams
Teams that want to regularly report on ad campaign performance and integrate the results with customer data managed in HubSpot
Teams that want to achieve data-driven marketing strategies
■Benefits of Using This Template
・Achieve operational efficiency and optimize data management, enabling effective marketing strategies utilizing ad campaign results.
・Real-time information sharing and strengthened team collaboration can lead to effective business progress.
■Notes
・Please integrate Yoom with both HubSpot and Pipedrive.
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
From the list of new connections in My Apps, click on Google Ads.
(2) From the Google login screen, click "Sign in with Google" and log in with your account.
(3) Select your account.
(4) Click "Next".
(5) Click "Continue".
(6) Next, connect HubSpot. Similarly, click HubSpot from the app list in Yoom.
If you have an account, click "Sign in to your HubSpot account".
(7) Enter your email address and click "Next".
(8) Enter your password on the next screen. Once entered, click "Log In".
Once the connection is complete, Google Ads and HubSpot will be registered in Yoom's My Apps.
This completes the My Apps registration.
Next, let's set up triggers using templates!
We will use the template introduced earlier.
Click "Try it" on the banner below to copy it.
Once copied, the template will be copied to your Yoom management screen as shown below, so press OK to proceed with the setup.
■Overview
This flow retrieves Google Ads campaign reports at specified schedules and adds notes to contacts in HubSpot.
■Recommended for
1. Marketing Teams
・Teams that manage Google Ads campaigns and regularly review their performance
・Teams that manage customer data in HubSpot and want to link ad campaign results to customer contacts
2. Sales Teams
・Teams that want to optimize their approach to target customers based on ad campaign results
・Teams that manage customer data in HubSpot and want to build sales strategies based on ad results
3. Analytics and Reporting Teams
Teams that want to regularly report on ad campaign performance and integrate the results with customer data managed in HubSpot
Teams that want to achieve data-driven marketing strategies
■Benefits of Using This Template
・Achieve operational efficiency and optimize data management, enabling effective marketing strategies utilizing ad campaign results.
・Real-time information sharing and strengthened team collaboration can lead to effective business progress.
■Notes
・Please integrate Yoom with both HubSpot and Pipedrive.
(1) Let's specify the date and time when the flow will be triggered using Yoom's schedule trigger!
Click on "When the specified schedule is reached" in the schedule trigger.
(2) From the "Specify Execution Time" screen of the schedule trigger, set the schedule.
This time, we checked the days of the week for notification and set the time to 9 AM.
In addition to specifying days of the week, you can also freely set dates or use Cron settings!
With Cron settings, you can finely adjust the execution frequency!
The image shows it set to execute at 5 PM.
For detailed instructions on Cron settings, please refer to the site below.
Once the schedule trigger settings are complete, click "Save" at the bottom.
(1) Next, connect with Google Ads to obtain campaign reports.
Click on "Obtain Campaign Reports."
(2) From the "Select Linked Account and Action" screen of Google Ads, check for any errors in the account information linked with Google Ads, keep the action as "Obtain Campaign Reports," and click "Next."
(3) From the "API Connection Settings" screen, check the red line, and enter the ad account ID and campaign name.
Scroll down and enter the "Start Date" and "End Date" using dates.
Once the input is complete, click "Test" at the bottom.
If the Google Ads information is reflected in the "Obtained Values," the test is successful.
If you're wondering "What are the obtained values?" please refer to the site below!
Click "Save" and proceed to the next step!
(1) Next, connect with HubSpot to create custom object records.
Click on "Create Custom Object Records."
(2) From the "Select Linked Account and Action" screen of HubSpot, check for any errors in the account information linked with HubSpot, keep the action as "Create Custom Object Records," and click "Next."
(3) From the "API Connection Settings" screen, select "Object Type" and "Internal Property Value" from the options.
Scroll down and enter the "Value" using the obtained values.
By using "Obtained Values," you can reference Google Ads information!
Well done! All settings are now complete.
Once the settings are complete, a menu like the one below will be displayed, so turn the trigger ON.
Try activating the flow bot and check if the Google Ads campaign report is obtained and a record is added to the custom object in HubSpot at the specified schedule!
Once posted in Microsoft Teams, it will automatically be reflected in Google Sheets, preventing manual transcription errors or omissions.
Leveraging the APIs of Google Ads and HubSpot enables the realization of various automations.
You can automatically retrieve the previous day's report from Google Ads every day and record it in Google Sheets or Microsoft Excel. Additionally, it is possible to automatically notify Slack or Microsoft Teams with the latest report obtained. Furthermore, integration can be achieved to retrieve Google Ads campaign reports when a video is uploaded to YouTube.
■Overview
This is a flow that automatically retrieves report information from the previous day's Google Ads at a specified time each day and notifies Slack.
Please use it when managing Google Ads information on Slack or automating the creation of ad reports.
The activation timing can be set to any desired time.
The content to be notified to Slack can be freely configured.
■Notes
・Account linkage with Yoom is required for both Google Ads and Slack.
■Overview
This is a flow to obtain the latest Google Ads report and notify Microsoft Teams.
■Recommended for
1. Those who check Google Ads reports
・Marketing personnel measuring the effectiveness of daily ad campaigns
・Those who regularly check Google Ads reports and use them for strategies
2. Those who share information using Microsoft Teams
・Those who want to quickly share the latest Google Ads reports within the team
・Those who want to automate notifications via Microsoft Teams
■Benefits of using this template
Google Ads allows you to obtain reports on ad performance, enabling you to quickly check ad results.
However, obtaining the latest reports requires manual daily retrieval from Google Ads, which is inefficient.
This template is suitable for those who want to automate the retrieval of the latest Google Ads reports.
You can automatically obtain the latest reports from Google Ads at a set time every day and notify Microsoft Teams, thereby improving work efficiency.
Additionally, it allows for smooth information sharing within the team, enabling quick decision-making regarding ad optimization.
■Notes
・Please integrate Yoom with both Google Ads and Microsoft Teams.
・Microsoft365 (formerly Office365) has a personal plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow bot that automatically retrieves report information from the previous day's Google Ads at a specified time every day and records it in Microsoft Excel.
■Recommended for
1. Companies using Google Ads
・Those using it to enhance brand awareness
・Those using it for ad performance measurement and improvement
2. Those utilizing Microsoft Excel in their work
・Those accumulating data for visualization and team sharing
・Those creating sheets for each theme to accumulate information
■Benefits of using this template
Google Ads is not only a tool for displaying ads but also for obtaining detailed results for performance measurement and improvement. By accumulating the obtained results in Microsoft Excel, it leads to long-term performance measurement. However, manually obtaining and entering measurement results each time is very labor-intensive and increases the risk of human error.
By utilizing this flow, you can not only automatically obtain reports from Google Ads but also automatically add results to Microsoft Excel. Automating the process from report retrieval to result addition frees you from daily routine tasks, allowing you to focus on core tasks. By enabling the entire team to concentrate on tasks of varying importance, it leads to improved work efficiency.
■Notes
・Please connect both Google Ads and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow bot that automatically retrieves report information from Google Ads of the previous day at a specified time each day and stores it in a spreadsheet.
Please use it when managing Google Ads information on a spreadsheet or automating the creation of ad reports.
The activation timing can be set to any time.
■Notes
・It is necessary to link your Yoom account with both Google Ads and Google Spreadsheets.
・Please create a spreadsheet to store the report information.
When there is a form submission or new contact registration in HubSpot, notifications can be sent to Google Chat and automated emails can be sent via Gmail. Additionally, when a contact is created, a Zoom meeting can be automatically scheduled, and its details can be sent via email.
■Overview
The "Add Notes to HubSpot Based on Outlook Email Content" workflow is a business workflow that automatically reflects email information received in Outlook into HubSpot.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that notifies Gmail when a new contact is registered in HubSpot.
■Recommended for
1. Sales Department
・Sales teams that want to share new leads and customer information with the entire team and respond quickly
・Departments that want to collaborate as a team to follow up on new contacts
2. Customer Support Team
・Support teams that want to timely grasp new customer information and respond quickly
・Departments that want to enhance consistency in customer support and share the latest information with everyone
3. Marketing Department
・Teams that want to plan and execute campaigns based on new customer information
・Departments that want to check the results of lead generation in real-time and plan the next actions
■Benefits of using this template
・You can significantly reduce working time by eliminating the need to manually check new contact information and notify Gmail.
・By sharing information via Gmail, all team members can easily grasp the latest contact information.
■Notes
・Please integrate both HubSpot and Gmail with Yoom.
■Overview
This is a flow that sends a notification to Google Chat when a form is submitted to Hubspot.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to track form submissions in real-time and respond quickly to leads
・Those who want to share form submission information with their team to strengthen collaboration
・Those who use Google Chat regularly and want to receive notifications in Google Chat
2. Sales professionals using HubSpot
・Those who want to respond quickly to inquiries from potential customers
・Those who want to create business opportunities based on form submission information
・Those who want to collaborate with their team on Google Chat to efficiently handle leads
■Benefits of using this template
・Improves work efficiency by eliminating the need for manual notifications and information sharing, allowing more time for other tasks.
・Utilizes Google Chat's chat and thread features to facilitate smooth discussions and information sharing about leads.
■Notes
・Please integrate both Hubspot and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
■Overview
This flow creates a contact in HubSpot when a record is registered in the lead object in Salesforce.
■Recommended for
1. Sales Department
・Teams that want to automatically reflect leads managed in Salesforce in HubSpot to streamline sales activities
・Teams that want to centrally manage lead information and perform quick follow-ups
2. Marketing Team
・Teams that want to utilize lead information obtained in Salesforce in HubSpot to enhance marketing campaigns and lead nurturing
・Teams that want to implement personalized marketing strategies based on lead behavior history
3. Customer Support Team
・Teams that want to share Salesforce lead information with HubSpot to maintain consistency in customer support
・Teams that want to smoothly manage the conversion process from lead to customer
■Using this Template
・Analysis based on lead data is enhanced, making it easier to measure the effectiveness of marketing and sales strategies.
・By automatically creating a contact in HubSpot every time a lead is registered in Salesforce, you can eliminate the hassle of manual data entry.
■Notes
・Please integrate both HubSpot and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
The flow "Automatically create a Zoom meeting and send details via email when a new contact is created in HubSpot" is a business workflow aimed at improving the efficiency of sales and marketing operations. When a new contact is registered in HubSpot, it automatically sets up a Zoom meeting and notifies the relevant personnel and contact via email with the details.
This eliminates the need for manual meeting setup and information sharing, enabling quick communication.
By leveraging the integration between HubSpot and Zoom, it supports the smooth progression of the entire sales process and contributes to improving team productivity.
■Recommended for
■Benefits of using this template
By automatically creating a Zoom meeting and sending details via email when a new contact is created in HubSpot, it significantly reduces manual work.
Additionally, by automatically sending meeting details via email, it prevents information leakage or errors, ensuring reliable communication.
Automation allows for centralized management of the entire sales activity flow, enabling efficient business operations.
How was it? By integrating Google Ads with HubSpot, you can expect to solve challenges such as "wanting to reduce the work of sharing ad reports," "wanting to deliver the latest data to the team in a timely manner," and "wanting to streamline daily routine tasks." By reducing manual work and automating data integration, more accurate and faster information sharing becomes possible.
By utilizing the no-code tool Yoom, you can easily integrate Google Ads and HubSpot without programming knowledge! If you're interested, create a free account first and check out the usability for yourself. Registration takes just 30 seconds. You can experience automatic integration immediately.
Why not significantly reduce the hassle of daily ad operations and data management and start smoother information sharing?
