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How to Integrate Applications

2024/12/06

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

m.i

If you're managing contact information in Google Sheets, automating updates can be quite convenient, right? In this article, we will introduce a method to update HubSpot contact information whenever a row in Google Sheets is updated, using the no-code tool Yoom. This will significantly reduce the effort required for data management and improve operational efficiency. Be sure to read to the end. [What is Yoom] Recommended for: - Those who feel that managing data is cumbersome while using both Google Sheets and HubSpot in their sales team. - Those who manage customer information and deal data across multiple tools and want to reduce the time spent on manual updates. - Managers considering integrating Google Sheets and HubSpot to streamline sales and marketing operations. - Business personnel interested in reducing data entry errors and are keen on automatic information synchronization. Benefits and Examples of Integrating Google Sheets and HubSpot Benefit 1: Increased Efficiency and Time Savings By integrating Google Sheets and HubSpot, manual data update tasks become unnecessary, saving a significant amount of time. For example, if a sales team manages customer information in Google Sheets, they traditionally had to manually transfer this data to HubSpot, resulting in multiple update tasks each time. Automating this process means 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, improving overall operational efficiency. Benefit 2: Error Reduction and Quality Improvement Manual data updates are prone to errors. For instance, sales representatives might enter incorrect data or duplicate the same customer information. However, integrating Google Sheets and HubSpot significantly reduces these errors. 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 progress, changes in information such as phone numbers and email addresses often occur, requiring swift adaptation. By integrating 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 a customer's contact details, the information is immediately updated, enabling sales representatives to proceed with negotiations based on the most current customer information. How to Create a Google Sheets and HubSpot Integration Flow So far, we have introduced the benefits of integrating Google Sheets and HubSpot. Let's quickly connect the apps we will use this time with Yoom! After completing the registration of your app, we will create a flowbot that updates HubSpot contact information whenever a row in Google Sheets is updated.

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

  • Integrate Google Sheets and HubSpot with My Apps.
  • Copy the template.
  • Set up the trigger for the Google Sheets that initiates the flow and configure the subsequent 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 settings proceed smoothly.
First, let's integrate your Google Sheets 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.
When this screen appears, click Continue if there are no issues.

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

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

Step 2: Set Triggers and Actions

We will proceed using this template.

Open the template page and click "Try this template".
If you are using Yoom, please log in, and if you are new, please register as a member.
Proceeding as is, the template is automatically copied to your workspace.
Please change the template name as needed.
Click "My Projects" on the left to display the template you just copied.
Click the ellipsis (...) on the right and select "Edit".
Items to prepare - A Google Spreadsheet where you can update contact information.
Please refer to the image for the header.
(The information to be updated will be described during the test.) Now, let's set up the app trigger.
Select "When a row is updated".
You can change the title as desired.
After checking the account information to be linked, proceed to the next step. - Trigger activation interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selectable activation intervals vary 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!
This is the contact to be updated in HubSpot this time.
(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 Flowbot and test.
If the HubSpot information is reflected in the output, save it. Next, click "Update Contact". Please also check the account information to be linked. Proceed to the next step and set the items. Please 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 let me introduce a few!

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

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

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

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

3.This is a flow to record new contact information registered in HubSpot into Google Sheets.

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 and HubSpot, you can expect improved efficiency in data management and reduced errors.
Especially by utilizing the no-code tool Yoom, you can connect applications without specialized knowledge.
As a result, sales and marketing teams can focus on more strategic tasks, leading to improved customer satisfaction.
Please consider integrating Google Sheets and HubSpot using Yoom on this occasion.

The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.
Tags
Automation
Integration
Google Sheets
HubSpot
Automatic
App integration
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