How to integrate Google Sheets with HubSpot to create a contact in HubSpot when a row is added in Google Sheets

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 in Google Sheets as the starting point of 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 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 on 'Try this template'.
If you are using Yoom, please log in. 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 copied template.
Click on the ellipsis (...) on the right and select Edit.

Things to Prepare

・A Google Spreadsheet where you can enter contact information.
Refer to the image for the header.
(Information will be entered during testing.)

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

• Trigger Interval: You can choose from intervals of 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!
  

Now, move to the Google Spreadsheet with the contact information.
Leave the Contact ID in column F blank.
Enter the other items.

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

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

Set the remaining items.

The lifecycle stage can be selected from the image.

The lead status is as follows.

These two can be left unselected to create a contact, so choose as needed.
Test this as well, and if the created contact ID is obtained in the output, save it.

Next, click on "Update Record". Integrate with the database.

Set the conditions for the record you want to update.

Since you want to update the contact ID obtained earlier, select the output as follows.

If the test is successful, click save. Check HubSpot.

The contact has been successfully created.
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

1.Update HubSpot contact information when a row is updated in Google Sheets flow.

Even if the company's address or phone number registered with the contact changes, this flow will automatically update the information in HubSpot.
Once automated, you will be freed from the tedious update tasks.

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

If you are using Google Sheets to share contact information with other departments, this is convenient.
As long as you link Google Sheets, contact information will be automatically reflected, saving you time and effort in data entry.

3.This is a flow to store form submissions from Hubspot into a Google Spreadsheet.

You can automatically transfer the information of prospects who submitted the form into a Google Spreadsheet.
By combining it with the flow introduced this time, you can also automatically register contacts in HubSpot.

Summary

This time, we introduced the flowbot "Add a task to HubSpot when a row is added in Google Sheets".
By integrating Google Sheets with HubSpot, you can expect to streamline data entry and facilitate smooth information sharing between departments.
This will improve sales and marketing processes, allowing you to work more efficiently.
Especially by utilizing the no-code tool Yoom, you can easily achieve these automations.

Please try integrating Google Sheets and HubSpot using Yoom.