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Managing contact information is crucial for efficiently conducting sales and marketing activities, isn't it?
However, if you're manually entering information from Google Sheets into HubSpot, it can be time-consuming and cumbersome.
In such cases, why not automate the registration process by integrating Google Sheets with HubSpot?
This automation can be a significant advantage, especially for those spending time on manual data entry and customer information management.
In this article, we will explain in detail how to automatically create contacts in HubSpot when new customers are registered in Google Sheets using no-code tools, so be sure to give it a try!
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to implement.
You can start right away using the template below, so be sure to give it a try!
■Overview
This is a flow that creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
[What is Yoom]
So far, we have introduced the benefits of integrating Google Sheets with HubSpot.
Now, let's quickly connect the apps we'll be using with Yoom!
After completing the registration of My Apps, we will create a flowbot that "adds a task to HubSpot when a row is added in Google Sheets."
This time, the process is as follows.
Let's set it up together!
Connecting My Apps first will make the subsequent settings proceed smoothly.
First, connect 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 you reach this screen, click continue if there are no issues.
Next, connect with HubSpot.
Please register or log in.
If Google Sheets and HubSpot are connected to My Apps, you're good to go.
This time, we will proceed using this template.
■Overview
This is a flow that creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Let's click on 'Try it' on the banner above.
If you are using Yoom, please log in, and if you are new, please register.
If you proceed, the template will be automatically copied to your workspace.
Please change the template name as needed.
Click on My Projects on the left to display the template you just copied.
Click on the ellipsis (...) on the right and select Edit.
・A Google Spreadsheet where you can enter contact information.
Please 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".
You can change the title as you like.
After confirming the account information to be linked, proceed to the next step.
Set the table range to include everything, including the header.
Now, please move to the Google Spreadsheet for contact information.
Leave the contact ID in column F blank. (The HubSpot contact ID will be added in the last action of the flow bot.)
Enter the other items.
Return to the flow bot and test it.
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 configure the items.
Select from the output as follows.
Set the remaining items.
You can select the lifecycle stage from the images.
The lead status is as follows.
The above two are optional for contact creation, so please select as needed.
Test this as well, and if the created contact ID is obtained in the output, save it.
Next, click on "Update Record". Let's link the database.
Set the conditions for the record you want to update.
Since we want to update the contact ID obtained earlier, select the output as follows.
If the test is successful, click Save. Let's 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 flow bot used this time ↓
■Overview
This is a flow that creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Google Sheets and HubSpot.
If you find something interesting, please give it a try!
It is possible to set up an integration where updating a row in Google Sheets also updates contact information in HubSpot.
Additionally, you can add new contact information registered in HubSpot to Google Sheets, or add responses submitted to a HubSpot form to Google Sheets.
■Overview
New contact information registered in HubSpot will be recorded in a specified Google Spreadsheet.
It is possible to automatically transfer basic information such as the contact's name, email address, and phone number without accessing the spreadsheet.
■Preparation
Prepare a spreadsheet in advance with specified column names to store HubSpot information.
■Setup Method
① Select HubSpot from the app trigger, perform the following settings, and test and save.
・Action: Select "When a new contact is created".
・Trigger interval: Set to 5 minutes.
② Press the + mark, select the spreadsheet from the operation to manipulate the database, perform the following settings, and test and save.
・Action: Select "Add a record".
・Spreadsheet ID: Select the ID of the prepared storage spreadsheet from the options.
・Spreadsheet tab name: Select the target sheet name from the options.・Table range: Select the entire range including column names. For example, if column names are entered from A1 to E1, set it as A1:E
.
・Values of the records to be added: Embed using the output obtained in ① corresponding to the displayed column names.
※ For the definition of the range of spreadsheet operations, see here. https://intercom.help/yoom/ja/articles/8703465
※ Common error causes when manipulating the database are here. https://intercom.help/yoom/ja/articles/5521559
※ For detailed settings on dynamically embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528
■Notes
・It is necessary to set the account information to be linked in each app's operation.
・For integration (My App Registration), please refer here https://intercom.help/yoom/ja/collections/3041779
・Please replace the information in the Google Spreadsheet with any desired values for use.
■Overview
This is a flow that stores records in a Google Sheets database when a form is submitted to Hubspot.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to centrally manage and utilize form submission data in Google Sheets
・Those who want to eliminate the hassle of manual data entry
・Those who want to visualize form submission data in real-time
2. Sales professionals using HubSpot
・Those who want to list prospect information submitted through forms in Google Sheets to aid sales activities
・Those who want to manage customer information in Google Sheets and share it with their team
■Benefits of using this template
・Form submission data is automatically and immediately reflected in Google Sheets, allowing you to always have the latest information.
・Sharing form submission data in Google Sheets facilitates smooth information sharing among team members.
■Notes
・Please integrate both Hubspot and Google Sheets with Yoom.
■Overview
This flow updates contact information in HubSpot whenever a row is updated in Google Sheets.
■Recommended for
1. Those responsible for managing customer information
・Those who manage customer information using Google Sheets
・Those who update customer information
2. Those using HubSpot as a CRM tool
・Sales teams that have implemented HubSpot
・Those who want to streamline customer information synchronization
■Benefits of using this template
When managing customer information across multiple tools, synchronization tasks can be cumbersome.
Manual synchronization can lead to input errors and missed updates, causing inconsistencies between tools.
This flow is effective for those who want to streamline the synchronization of information between tools.
This flow automatically updates HubSpot contact information when information in Google Sheets is updated.
You no longer need to track updates in Google Sheets every time, allowing you to efficiently keep HubSpot information up-to-date.
■Notes
・Please connect both 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 trigger interval varies depending on the plan.
Notify Chat Tools When a Row is Added in Google Sheets
Automatically notify Slack, Discord, etc., when a row is added in Google Sheets.
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Discord when a row is added in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Accountants who accumulate information in Google Sheets
・Administrative department personnel using Google Sheets for collaborative work
2. People who use Discord as their main communication tool
・Those who communicate via Discord in project management
・Companies using Discord as an information-sharing tool
■Benefits of using this template
Google Sheets excels in collaborative editing and facilitates smooth information sharing among members.
However, it can sometimes be unclear who added the information, potentially leading to time-consuming verification.
This template is suitable for those who want to ensure transparency among contributors by sending notifications to a communication tool.
Every time information is added to Google Sheets, it automatically sends a notification to Discord, allowing you to quickly identify who added what information.
■Notes
・Please integrate both Google Sheets and Discord with Yoom.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Register Survey Results Received by Email into Google Spreadsheet
Automatically register survey results received via Gmail or Outlook into a Google Spreadsheet.
Issue documents based on information from Google Sheets
Automatically create documents such as Google Docs based on the content registered in Google Sheets.
■Overview
This is a flow that issues an invoice and saves it to Google Drive when a row in a Google Spreadsheet is updated.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data with Google Spreadsheets
・Those who manage data such as billing information using Google Spreadsheets but find it cumbersome to issue invoices manually
2. Companies that use Google Drive for file storage and sharing
・Those who use Google Drive regularly and want to utilize it for saving and sharing invoices
・Those who want to advance automation but don't know where to start
■Benefits of using this template
By implementing this automation flow, there is a benefit that an invoice is automatically generated and saved to Google Drive every time a row in a Google Spreadsheet is updated.
This reduces the effort of creating invoices and enables highly accurate billing management.
Additionally, it reduces errors associated with manual invoice creation and allows for efficient business operations.
Furthermore, by digitizing invoices, they can be accessed anytime, anywhere, enabling quick responses.
As a result, customer satisfaction and business reliability are likely to improve.
Create tasks in a task management tool based on actions in HubSpot
Automatically create tasks in Asana, Trello, etc., based on deals won in HubSpot.
■Overview
This is a flow where a task is registered in Trello when a deal is closed in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who manage deal progress in HubSpot
・Those who want to quickly proceed with follow-ups after closing a deal
・Those who want to focus on their core sales tasks by automating manual work
2. Companies using Trello for business
・Those aiming to establish standardized business processes
・Those who feel challenged by information sharing and task management within the team
■Benefits of using this template
With this flow, a new card is automatically created in Trello when the deal stage in HubSpot is closed.
You can automatically taskify routine tasks according to the progress of the deal, eliminating the need to request or instruct tasks each time.
This reduces the effort of transcription and allows for smooth follow-ups.
■Notes
・Please integrate Yoom with both HubSpot and Trello.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flowbot will result in an error, so please be aware.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that creates a GitHub issue when a HubSpot contact is updated.
■Recommended for
1. Sales Department
・Teams that want to manage customer information in HubSpot and track technical issues or improvement suggestions in GitHub based on updated information
・Teams that want to quickly share customer feedback and requests with the development team in GitHub
2. Customer Support Team
・Teams that want to manage customer inquiries and support history in HubSpot and track bug reports or feature requests in GitHub based on updated information
・Teams that want to quickly share customer support cases with the development team to improve response speed
3. Project Management Team
・Teams that want to manage customer information in HubSpot and utilize the updated information for project management in GitHub
・Teams that want to quickly add project tasks based on customer feedback and requests
■Benefits of using this template
・Real-time information sharing enables quick responses.
・It allows for responses that meet customer needs, maximizing outcomes.
■Notes
・Please integrate HubSpot and GitHub with Yoom.
■Overview
This is a workflow where "When a deal is won in HubSpot, a task is registered in an Asana project."
Since routine tasks corresponding to the progress of the deal can be automated, there is no need to request or give instructions for tasks each time.
This eliminates the hassle of transcription and allows for smooth follow-up.
■Recommended for
■Benefits of using this template
With this flow, when a deal stage in HubSpot becomes won, a task is automatically registered in an Asana project.
Since routine tasks corresponding to the progress of the deal can be automated, there is no need to request or give instructions for tasks each time.
This eliminates the hassle of transcription and allows for smooth follow-up.
Generate a Meeting URL in HubSpot When Specific Conditions are Met
Automatically generate a meeting URL in Google Meet or Zoom when specific conditions are met in HubSpot.
■Overview
This is a flow where a meeting scheduled with a HubSpot contact is registered in Google Calendar, and the meeting URL is sent via Gmail.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who use HubSpot for sales activities
・Those who want to use the registered meeting information with other tools
2. Those who use Google Calendar for work
・Those who want to prevent scheduling errors or omissions and improve the accuracy of schedule management
3. Those who communicate with customers via Gmail
・Those who want to automate the sending of standard emails such as meeting invitations to improve work efficiency
■Benefits of using this template
When you register an online meeting schedule in HubSpot, you can automate everything from calendar registration to sending the meeting URL via email, minimizing the risk of transcription errors or missed communications.
Additionally, the communication process with customers is standardized, enabling quick and consistent responses.
■Notes
・Please integrate Yoom with HubSpot, Google Calendar, Gmail, and Google Sheets.
・Branching is a feature (operation) available with Mini Plan or higher plans. If you are on the Free Plan, the set operations will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・In this flow, we use Google Sheets to convert dates from Coordinated Universal Time (UTC) to Japan Standard Time (JST).
■Overview
The workflow "Register for a Zoom webinar and send a participation link via email when the HubSpot deal stage changes" automates the integration of sales processes and webinars.
This allows for automatic registration for Zoom webinars according to the progress of the deal, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for
■Benefits of using this template
When the HubSpot deal stage changes, it automatically registers for a Zoom webinar and sends the participation link via email, reducing the hassle of manual work.
Additionally, it prevents manual registration errors and email omissions, ensuring reliable customer service.
Automation enables quick and reliable information delivery, facilitating smooth business operations.
Create a folder in cloud storage when a new company is created in HubSpot
Automatically create a folder in Google Drive, OneDrive, etc., when a new company is created in HubSpot.
■Overview
This is a flow that creates a folder for each client in OneDrive when a client is registered in HubSpot.
■Recommended for
1. Companies that have implemented HubSpot as a customer management tool
・Marketing or sales personnel using HubSpot for customer management
2. Those managing files with OneDrive
・Back office personnel managing documents by creating folders for each client
・Those who want to reduce the hassle of creating folders
■Benefits of using this template
Many people manage documents by creating folders for each client in OneDrive.
However, manually creating folders every time a new client is registered is time-consuming and labor-intensive.
By using this template, you can reduce such burdens.
By linking with HubSpot information, folders are automatically created in OneDrive, making it easy for those who previously prepared folders manually to manage them.
As a result, you can allocate the saved time to other tasks, leading to improved productivity.
■Notes
・Please link both HubSpot and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that creates a new folder in Box when a new company is created in HubSpot.
■Recommended for
1. Those who manage companies using HubSpot
・Sales assistants or accounting staff managing prospects
・Administrative staff or office managers
2. Representatives of companies that have adopted Box for data storage
・Sales assistants managing company information in folders by company
・Customer service representatives storing materials for web meetings
3. Those who want to reduce manual work and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Marketing personnel managing data using digital tools
■Benefits of using this template
・Automatically creates a folder with the company name based on the registration in HubSpot, reducing manual effort and increasing operational efficiency.
・Automatically creates a folder triggered by registration, allowing for a smooth start to subsequent anticipated tasks.
・Prevents manual input errors by quoting from HubSpot registration, maintaining data accuracy.
・Centralizes customer information and related files on Box, reducing the effort to search for information and improving operational efficiency.
■Notes
・Please integrate both Box and HubSpot with Yoom.
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
In traditional business processes that rely on manual entry, data input can be time-consuming and prone to errors. By implementing a system where a contact is automatically created in HubSpot every time a row is added to Google Sheets, these challenges can be addressed. This automation can save time and effort by eliminating the need for manual data entry. For example, when you input a participant list collected at an event into Google Sheets, it automatically reflects in HubSpot, allowing the sales team to efficiently approach leads based on accurately registered contact information. Additionally, it can prevent errors associated with manual tasks, such as input mistakes and duplicate registrations, thereby improving data quality.
Delays in registering customer information can lead to missed follow-up opportunities and potential loss of business. However, by automating the process, information can be smoothly reflected, eliminating delays in customer registration and enabling prompt responses. For instance, when new leads are entered into Google Sheets, they are smoothly reflected in HubSpot, allowing sales representatives to send follow-up emails immediately. In situations where speedy responses are required, such as seminars or campaigns, smooth handling through automation could be key to successful negotiations.
Smooth information sharing between departments can strengthen collaboration and lead to more efficient operations. In many companies, sales, marketing, and customer support teams use separate tools and databases, often making it time-consuming to find necessary information. However, when data entered into Google Sheets is automatically consolidated in HubSpot, it becomes easier to verify information. For example, when the sales team registers data in Google Sheets, if customer information is automatically registered in HubSpot managed by the support team, the support team can smoothly approach customers. In this way, automation can facilitate information sharing, leading to strengthened interdepartmental collaboration.
This time, we introduced a flowbot that "adds a contact 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 information sharing between departments. This can improve sales and marketing processes, allowing for more efficient operations.
By utilizing the no-code tool Yoom, these automations can be easily achieved.
We encourage you to try integrating Google Sheets with HubSpot!
