How to integrate Google Sheets with HubSpot to update contact information in HubSpot when a row is updated in Google Sheets

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

If you manage contact information using Google Sheets, it would be convenient if the information could be updated automatically.
In this article, we will introduce how to use the no-code tool Yoom to update contact information in HubSpot whenever a row is updated in Google Sheets.
Significantly reduce the hassle of data management and improve operational efficiency.
Please read to the end.

[What is Yoom]

Recommended for

・Those who feel that data management is a hassle while using Google Sheets and HubSpot interchangeably in the sales team
・Those who manage customer information and deal data with multiple tools and want to reduce the time spent on manual updates
・Persons in charge who are considering linking Google Sheets and HubSpot to improve the efficiency of sales and marketing operations
・Business personnel interested in automatic synchronization to reduce data entry errors

Benefits and Examples of Linking Google Sheets and HubSpot

Benefit 1: Streamlining Work and Saving Time

By linking Google Sheets and HubSpot, you can eliminate the need for manual data updates, saving a significant amount of time.
For example, if a sales team manages customer information in Google Sheets, they previously had to manually transfer this to HubSpot, resulting in multiple update tasks each time.
By automating this process, changes in Google Sheets are reflected in HubSpot in real-time, freeing employees from unnecessary tasks.
As a result, employees can focus on strategic tasks and customer interactions that they should be doing, improving overall operational efficiency.

Benefit 2: Reducing Errors and Improving Quality

Manual data updates are prone to errors.
For example, when sales representatives enter customer information, there is a risk of entering incorrect data or registering the same customer information multiple times.
However, by linking Google Sheets and HubSpot, these errors are significantly reduced.
Automation ensures that data entered in Google Sheets is accurately reflected in HubSpot, reducing input errors and improving data quality.

Benefit 3: Timely Information Reflection

As transactions become longer, changes in information such as phone numbers and email addresses often occur, requiring a quick response to these changes.
By linking Google Sheets and HubSpot, data entered in Google Sheets is reflected in HubSpot in a timely manner, allowing team members to access the latest contact information.
For example, if there is a change in customer contact information, it is immediately reflected, allowing sales representatives to proceed with negotiations based on the latest customer information.

How to Create a Flow for Linking Google Sheets and HubSpot

So far, we have introduced the benefits of linking Google Sheets and HubSpot.
Let's quickly link the apps we will use this time with Yoom!
After completing the registration of My Apps, we will create a flowbot for "Updating HubSpot contact information when a row is updated in Google Sheets."

This time, we will follow the process below.
Let's set it up together!

Integrate Google Sheets with HubSpot using My Apps.
Copy the template.
Set up the trigger in the Google Sheets that starts the flow, and then configure the operations in HubSpot.
Turn on the trigger button and verify the operation of the integration flow between Google Sheets and HubSpot.

Step 1: My Apps Integration

Integrating My Apps first will make the subsequent setup smoother.
First, let's integrate the Google Sheets you are using with Yoom.
Select My Apps → New Connection from the left side of the Yoom page.

Search for Google Sheets and log in with your Google account.
You will see this screen, so if there are no issues, click Continue.

Next, integrate with HubSpot.
Please register or log in.

If Google Sheets and HubSpot are integrated into My Apps, you're all set.

Step 2: Set Triggers and Actions

We will proceed using this template.

Open the template page and click on 'Try this template'.
If you are using Yoom, please log in, and if you are new, please register.
Proceed, and the template will be automatically copied to your workspace.
Change the template name as needed.
Click on My Projects on the left to see the template you just copied.
Click on the ellipsis (...) on the right and select Edit.

Items to Prepare

・A Google Spreadsheet that can update contact information.
Refer to the image for the header.
(The information to be updated will be noted during the test.)

Now, let's set up the app trigger.
Select "When a row is updated".
Change the title as desired.
After confirming the account information to be linked, proceed to the next step.

Trigger Interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selection of intervals varies depending on the plan.

Set the table range to include everything, including the header.

Column with Unique Values
※ Be sure to select a column where values do not duplicate!

Here is the contact that will be updated in HubSpot.
(We will change the email address and phone number.)

After moving to the Google Spreadsheet and updating the information, enter Update in column G.

Return to the Flowbot and test it.
If the HubSpot information is reflected in the output, save it.

Next, click on "Update Contact". Please also confirm the account information to be linked. Proceed to the next step and configure the items. Select from the output as follows.

Select the update content from the output as well.

This time, we have additionally set the following items.

Test this as well, and if successful, save it. Let's check HubSpot.

The contact information has been successfully updated.
Thank you for your hard work.
Even someone like me, who is not familiar with programming, was able to proceed easily.

Here is the Flowbot used this time ↓

Other Automation Examples Using Google Sheets and HubSpot

Additionally, Yoom offers templates using Google Sheets and HubSpot, so here are a few examples!

1.Create a contact in HubSpot when a row is added in Google Sheets flow.

This is the contact creation version.
By using this flow together with the current one, you can automate everything from creating to updating contacts, which is convenient.

2.This is a flow to store form submissions from HubSpot into Google Sheets.

Manually transferring the registered content from the form is a hassle, isn't it?
By using this flow, the data is automatically transferred to Google Sheets, so you can handle a large number of form responses.

3.This is a flow for recording new contact information registered in HubSpot into a Google Spreadsheet.

Manually transcribing contact information each time it is registered poses a risk of input errors.
By using this flow, contact information is automatically transcribed, making it easier to collaborate with other departments.

Summary

This time, we introduced the flowbot "Update HubSpot contact information when a row is updated in Google Sheets".
By integrating Google Sheets with HubSpot, you can expect improved data management efficiency and reduced errors.
Especially by utilizing the no-code tool Yoom, you can integrate applications without specialized knowledge.
As a result, sales and marketing teams can focus on more strategic tasks, leading to improved customer satisfaction.
We encourage you to consider integrating Google Sheets and HubSpot using Yoom on this occasion.