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!
Recommended for
Those managing customer information in Google Sheets while conducting sales activities in HubSpot
Those facing challenges in sharing customer information with sales or marketing teams
Those looking to quickly import information of event or seminar participants into HubSpot
Those aiming to streamline business processes by improving data entry efficiency and reducing errors
Those wanting to enhance inter-departmental information sharing by integrating Google Sheets and HubSpot
For those who want to try it immediately
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!
When a row is added in Google Sheets, create a contact in HubSpot.
How to Create a Workflow Connecting Google Sheets and HubSpot
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!
Connect Google Sheets and HubSpot with My Apps.
Copy the template.
Set the trigger in Google Sheets as the starting point of 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: Connect My Apps
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.
Step 2: Set Triggers and Actions
This time, we will proceed using this template.
When a row is added in Google Sheets, create a contact in HubSpot.
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.
Things to Prepare
・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.
Trigger Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. A shorter setting is generally recommended. ※The plan may change the available interval options.
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, 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 ↓
When a row is added in Google Sheets, create a contact in HubSpot.
Other Automation Examples Using Google Sheets and HubSpot
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!
Automation Examples Integrating Google Sheets and HubSpot
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.
Record new contact information registered in HubSpot into a Google Spreadsheet.
■Overview Are you manually notifying stakeholders in Discord every time a new row is added to a list managed in Google Sheets? This routine task is not only time-consuming but also prone to missed or delayed notifications. With this workflow, when a row is added in Google Sheets, it automatically sends a message to the specified Discord channel, streamlining information sharing.
■Who we recommend this template for ・Those who manually copy updates from Google Sheets to Discord each time ・Those who want to speed up information sharing within the team and strengthen real-time collaboration ・Those who want to prevent missed or delayed notifications caused by manual work and improve operational accuracy
■Notes ・Connect Yoom with both Google Sheets and Discord. ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on your plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
This is a flow to store survey results received in Gmail into Google Spreadsheet.
■ Notes ・Please connect both Gmail and Google Spreadsheet with Yoom. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan. ・AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations of the flow bot you set will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations).
This is a flow to store survey results received in Outlook into Google Sheets.
■Notes ・Please connect both Outlook and Google Sheets to Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval may vary depending on your plan. ・Microsoft365 (formerly Office365) has home plans and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・AI operations are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flowbot will result in errors, so please be aware of that. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview This is a flow to issue a document and save it to Google Drive when a row in Google Sheets is updated. With Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who manage data with Google Sheets ・If you manage data such as customer information using Google Sheets but find it cumbersome to issue documents manually
2. Companies that use Google Drive for file storage and sharing ・If you use Google Drive regularly and want to utilize it for saving and sharing invoices ・If you want to automate but don't know where to start
■Notes ・Please connect both Google Sheets and Google Drive with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview This is a workflow to "register a task in an Asana project when a deal is won in HubSpot". You can automatically convert 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-up.
■Recommended for ・Those who manage deal progress in HubSpot ・Those who want to quickly proceed with follow-up after winning a deal ・Companies using Asana for business ・Those aiming to establish standardized business processes ・Those who feel challenges in information sharing and task understanding within the team
■Notes ・Please integrate Yoom with both HubSpot and Asana. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The workflow "When the HubSpot deal stage is changed, register for the Zoom webinar and send the participation link via email" automates the integration of the sales process and webinars. This allows for automatic registration for Zoom webinars based on deal progress, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for ・Sales representatives managing their sales process using HubSpot ・Marketing personnel who frequently host Zoom webinars and find participant management cumbersome ・Administrators of companies looking to strengthen the integration of sales and marketing and automate operations ・Team leaders who spend time on manual webinar registration and email sending
■Notes ・Please integrate with both HubSpot and Zoom with Yoom. ・The trigger 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.
Benefits and Examples of Integrating Google Sheets with HubSpot
Benefit 1: Streamlining Data Entry
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.
Benefit 2: Timely Customer Registration
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.
Benefit 3: Facilitating Information Sharing
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.
Conclusion
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
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