"It's a hassle to manually enter the same information every time..." "I'm troubled by frequent manual transcription errors..." Do you have such concerns? By integrating Google Sheets with HubSpot, you can automatically reflect the data entered in the spreadsheet into HubSpot, eliminating manual work entirely! For example, when you add new company or contact information to the spreadsheet, it is automatically reflected in HubSpot, or existing data is updated, making information management smooth. This eliminates the need for tedious transcription work, leading to reduced work time and prevention of errors.
In this article, we will introduce specific methods to integrate Google Sheets with HubSpot! The setup is completed in just a few steps, and you can immediately experience the effects of automation. If you want to improve your work efficiency, please give it a try!
For those who want to try it as soon as possible
By using Yoom, you can easily integrate Google Sheets and HubSpot without any code.
Yoom provides templates for integration in advance, so you can achieve integration immediately just by registering, even without knowledge of APIs.
When a row is added to a Google Spreadsheet, create a company in HubSpot.
■Overview The workflow 'When a row is added to Google Sheets, create a company in HubSpot' reduces the burden of data entry tasks. By automating data entry tasks, it reduces the risks of input errors and omissions.
■Recommended for - Companies or teams using Google Sheets for data management - Those who want to quickly integrate information entered in Google Sheets with other tools - Users who centralize customer and company information using HubSpot - Those manually registering company information who want to automate the process to improve work efficiency - Daily users of HubSpot who want to always have the latest data while proceeding with work
■Notes - Please integrate Google Sheets and HubSpot with Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval may differ depending on the plan.
What You Can Do by Integrating Google Sheets with HubSpot
By integrating Google Sheets with HubSpot's API, you can automatically transfer data from Google Sheets to HubSpot!
Simply click "Try It Out" on the automation example you're interested in and register an account to immediately experience the integration between Google Sheets and HubSpot.
Registration takes only 30 seconds, so feel free to give it a try!
Create a Company in HubSpot When a Row is Added to Google Sheets
When company information is added to Google Sheets, you can create a company in HubSpot, saving you the trouble of manual entry. This flow is recommended for those who want to efficiently manage company and customer information.
When a row is added to a Google Spreadsheet, create a company in HubSpot.
■Overview The workflow 'When a row is added to Google Sheets, create a company in HubSpot' reduces the burden of data entry tasks. By automating data entry tasks, it reduces the risks of input errors and omissions.
■Recommended for - Companies or teams using Google Sheets for data management - Those who want to quickly integrate information entered in Google Sheets with other tools - Users who centralize customer and company information using HubSpot - Those manually registering company information who want to automate the process to improve work efficiency - Daily users of HubSpot who want to always have the latest data while proceeding with work
■Notes - Please integrate Google Sheets and HubSpot with Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval may differ depending on the plan.
Create a contact in HubSpot when a row is added in Google Sheets
This template is a flow that automatically creates a contact in HubSpot when contact information is added to Google Sheets. It is recommended for those who want to centrally manage contact information, as it allows for quick addition of contact information to HubSpot.
When a row is added in Google Sheets, create a contact in HubSpot.
Update HubSpot contact information when a row is updated in Google Sheets
This ensures that when contact information is updated in Google Sheets, the contact information in HubSpot is also updated, preventing any omissions. This flow is recommended for those who want to manage the most up-to-date contact information at all times.
When a row is updated in Google Sheets, update the contact information in HubSpot as well.
Let's Create a Flow to Integrate Google Sheets and HubSpot
Now, let's create a flow that integrates Google Sheets and HubSpot! This time, we will use Yoom to proceed with the integration of Google Sheets and HubSpot without any code, so if you don't have a Yoom account yet, please create one from the registration form.
[What is Yoom]
This time, we will create a flow bot that creates a company in HubSpot when a row is added to Google Sheets! The creation process is broadly divided into the following steps.
Register Google Sheets and HubSpot as My Apps
Copy the template
Set the trigger for Google Sheets, which is the starting point of the flow, and then set the subsequent action in HubSpot
Turn on the trigger button and activate the flow bot
When a row is added to a Google Spreadsheet, create a company in HubSpot.
■Overview The workflow 'When a row is added to Google Sheets, create a company in HubSpot' reduces the burden of data entry tasks. By automating data entry tasks, it reduces the risks of input errors and omissions.
■Recommended for - Companies or teams using Google Sheets for data management - Those who want to quickly integrate information entered in Google Sheets with other tools - Users who centralize customer and company information using HubSpot - Those manually registering company information who want to automate the process to improve work efficiency - Daily users of HubSpot who want to always have the latest data while proceeding with work
■Notes - Please integrate Google Sheets and HubSpot with Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval may differ depending on the plan.
Step 1: Register My Apps for Google Sheets and HubSpot
First, register your apps to connect Google Sheets and HubSpot with Yoom. Completing the app registration in advance makes it easier to proceed with automation settings.
Let's proceed with the settings! Click on "My Apps" → "Add" on the left side of the Yoom screen.
How to Connect Google Sheets
A list of apps will be displayed, so look for Google Sheets or use the search function. When the following screen appears, log in to Google Sheets.
The following screen will be displayed, so please check if there are no mistakes in the account and click "Continue".
How to Connect HubSpot
Similarly, look for HubSpot from the list or use the search function. When the following screen appears, log in to HubSpot.
If Google Sheets and HubSpot are displayed in your My Apps section, registration is complete.
Step 2: Copy the Template
Let's proceed with the automation settings! Log in to Yoom and click "Try it" on the banner below.
When a row is added to a Google Spreadsheet, create a company in HubSpot.
■Overview The workflow 'When a row is added to Google Sheets, create a company in HubSpot' reduces the burden of data entry tasks. By automating data entry tasks, it reduces the risks of input errors and omissions.
■Recommended for - Companies or teams using Google Sheets for data management - Those who want to quickly integrate information entered in Google Sheets with other tools - Users who centralize customer and company information using HubSpot - Those manually registering company information who want to automate the process to improve work efficiency - Daily users of HubSpot who want to always have the latest data while proceeding with work
■Notes - Please integrate Google Sheets and HubSpot with Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval may differ depending on the plan.
The template will be automatically copied, and the following screen will be displayed. The template will be automatically stored in a project called "My Project," so if you want to check it, please do so from there. Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title." You can also change the title to make it easier to use. First, to set up the flowbot to start when a row is added to the Google Spreadsheet, click "When a row is added."
Step 3: Set the trigger that starts the flow
The following screen will be displayed, so please check the settings. If there are no issues, click "Next."
Move to the Google Sheets screen and set up company information for testing. The following is an example, so please set it as you like. * When the flowbot is activated, the HubSpot ID will be automatically entered, so please set "HubSpot ID" in the last column.
Please check the following settings.
Scroll and select the "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. * Please note that the trigger interval varies depending on the plan.
Next, set the "Spreadsheet ID." Click inside the box to display the options, and set the applicable ID.
Please also select the "Sheet ID" from the optiones as before.
Next, please make the following settings.
"Table Range (Start)" → In this case, A * Specify the alphabet of the column where the items start.
"Table Range (End)" → In this case, E * Specify the alphabet of the column where the items end.
"Column with Unique Values" → In this case, A * Be sure to set a column with unique values. If values are duplicated, it will not work correctly, so please be careful. In this case, we specified column A for the company name. Which column to specify is optional.
Once the settings are complete, click "Test." If the test is successful, "Test Successful" will be displayed, so click "Save."
Step 4: Set up to create a company in HubSpot
Next, to set up creating a company in HubSpot, click "Create Company." The following screen will be displayed, so please check the settings. If there are no issues, click "Next."
When the following screen is displayed, please set the "Company Name." Use the retrieved value of "When a row is added" from Google Sheets to set the company name. The retrieved value will be displayed by clicking the arrow in the red frame.
This time, since the following items were set in Google Sheets, select from the retrieved value as before. If there are other items set in Google Sheets, please select from the retrieved value. Once the settings are complete, click "Test" → "Test Successful" → "Save."
Step 5: Set up to update HubSpot ID
Next, to set up updating the HubSpot ID in Google Sheets, click "Operate database." The following screen will be displayed, so please check the settings.
Next, please set the "Database Connection." Select the "Spreadsheet ID" and "Worksheet Tab Name" from the options. Please select the Google Sheets you set earlier. If there are no issues, click "Next."
When the following screen is displayed, please set the "Conditions for the new Record to Update." Here, we will search for the target record using the unique value entered at the trigger point. This time, we set it as follows.
Scroll and set the "Values for the updated record." Here, the item names set in the Google Sheets will be displayed. Since we will set up updating the HubSpot ID, use the retrieved value from HubSpot to set it as follows. Once the settings are complete, click "Test" → "Test Successful" → "Save."
Step 6: Turn on the trigger button and start the flowbot
All item settings are now complete! The following screen will be displayed, so click "Turn on Trigger" to complete the automation settings. Check if the flowbot you set up is working correctly!
This was the flow to create a company in HubSpot when a row is added to the Google Spreadsheet.
If you want to link HubSpot data to Google Spreadsheet
Earlier, we introduced how to link data from Google Spreadsheet to HubSpot, but if you want to link data from HubSpot to Google Spreadsheet, please use the following template.
Add to Google Spreadsheet when a new company is created in HubSpot
This template is the opposite of the one introduced earlier, and it is a flow that adds company information to Google Spreadsheet when a new company is created in HubSpot. This flow is recommended for those who want to save the trouble of manually transcribing company information added to HubSpot.
When a new company is created in HubSpot, add it to Google Sheets.
■Overview The "Add to Google Spreadsheet when a new company is created in HubSpot" workflow reduces the burden of data entry tasks. Since the company information on HubSpot is automatically transferred, it prevents addition omissions and input errors.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly share new company information and prompt sales actions ・Those who want to save the trouble of manual data entry ・Those who manage data using Google Spreadsheet ・Those who use Google Spreadsheet regularly and want to quickly reflect the latest company information ・Sales managers who want to share customer information with their team and facilitate smooth communication
■Notes ・Please integrate Yoom with both HubSpot and Google Spreadsheet. ・You can select the trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Add New Contact Information Registered in HubSpot to Google Sheets
You can automatically add contact information registered in HubSpot to Google Sheets, making it easier to manage leads. This flow is recommended for those who share lead information in Google Sheets.
Record new contact information registered in HubSpot into a Google Spreadsheet.
Other Automation Examples Using Google Sheets and HubSpot API
By utilizing Google Sheets and HubSpot API, various automations can be achieved.
Automation Examples Using Google Sheets
You can notify chat tools with data from Google Sheets or add events to your calendar. It is also possible to summarize data from other systems' databases or meeting minutes and add them to Google Sheets.
Notify Microsoft Teams when a row is added in Google Sheets.
■Overview The workflow "Retrieve information from Google Spreadsheet at a specified date and time and create an event in Google Calendar" reduces manual effort. Time previously spent on administrative tasks can be allocated to other tasks, enhancing productivity.
■Recommended for - Those who manage information using Google Spreadsheet - Those who want to quickly utilize Google Spreadsheet data - Those who find manual data entry tedious and time-consuming - Those who use Google Calendar for schedule management - Those who want to quickly reflect regularly occurring events in Google Calendar - Those aiming to improve work efficiency through automation - Teams that wish to smoothly share information and effectively manage schedules
■Caution - Please link both Google Spreadsheet and Google Calendar with Yoom.
When contacts or companies are registered in HubSpot, you can automate invoice creation and folder creation. When company information in other systems' databases is updated, the company information in HubSpot can also be updated.
Create an invoice from the HubSpot contact page using a Microsoft Excel template.
■Overview The 'Create contact in HubSpot when 'New Lead Registration' is posted on Slack' workflow is a business workflow that streamlines lead management.
■Recommended for - Sales personnel gathering new lead information using Slack - Marketing personnel looking to manage leads more efficiently with HubSpot - Team leaders spending a lot of time on data entry - Business owners considering automation of sales processes
■Notes - Please connect both Slack and HubSpot with Yoom. - Branching is a feature (operation) available in the Mini Plan or higher. Operations set on the Free Plan will result in an error, so please be aware. - A 2-week free trial is available for paid plans like the Mini Plan. During the free trial, you can use apps and features (operations) that are subject to restrictions. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware.
■Overview The "Workflow to add customer information to Hubspot when it is added to Notion" is a business workflow that enhances the efficiency of customer management. By automatically registering the same information in Hubspot when customer information is added to Notion, automation of work is achieved while maintaining data consistency.
■Recommended for ・Business owners primarily using Notion for customer management ・Sales personnel who want to automate data integration with Hubspot ・IT personnel in companies using multiple customer management tools and wishing to reduce the effort of data entry ・Marketing teams seeking to streamline workflows while maintaining customer information consistency
■Notes ・Please integrate each of Notion and Hubspot with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
How was it? By integrating Google Sheets with HubSpot, you can smoothly solve challenges such as "reducing manual data entry," "eliminating transcription errors," and "improving work efficiency."
By utilizing the no-code tool Yoom, which requires no programming, anyone can easily set it up and immediately experience the benefits of automation. Reduce tedious tasks and create an environment where you can focus on your core work. If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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