.avif)
・
"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!
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.
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!
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.
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.
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.
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.
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.
Let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
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."
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.
Once the settings are complete, click "Test."
If the test is successful, "Test Successful" will be displayed, so click "Save."
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."
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."
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.
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.
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.
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.
By utilizing Google Sheets and HubSpot API, various automations can be achieved.
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.
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.
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.
Why not eliminate waste in your work and create a more efficient working environment?
.avif)
.avif)
.avif)
