Streamline customer management by integrating HubSpot and Google Sheets without any code!

How to Record New Contact Information Registered in HubSpot to Google Sheets

This time, we will create a flow like the following: "Record new contact information registered in HubSpot to Google Sheets."
There are only two steps, so anyone can easily create it.

1. Set a trigger to activate when new contact information is registered in HubSpot
2. Set an action to record the information in Google Sheets

Select the project you want to create from the "Project List" on the left side of the screen, or create a new project.
To create a new project, you can do so from the "+" next to the "Project List."
Let's create a flow with "Create New" → "Create from Scratch."

Optionally set the "Title" and "Description," and set the "Condition to Activate the Flow Bot" to "When a Specific App Event is Received."

Optionally set the "App Trigger Title" and set the "Trigger Action" to "When a New Contact is Created."

When the following screen is displayed, set the "Trigger Activation Interval" to "5 minutes."
Click "Test" → "Test Successful" → "Save."

(You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The selectable intervals may vary depending on the plan.)

Next, we will set the action to record in Google Sheets.
Click the "+" under the HubSpot app trigger.
In "Select Operation Type," choose "Google Sheets."

Optionally set the "Title" and set the "Execution Action" to "Add Record."

From here, we will configure Google Sheets.
Open the Google Sheets where you want to add records and configure it as follows.
The following is an example, so feel free to set the data names to be referenced from HubSpot.

Once the configuration is complete, return to the Yoom screen to link the database.
Select the "Spreadsheet ID" and "Spreadsheet Tab Name" of the spreadsheet you just set from the options, and set the "Table Range."
If you have trouble linking, please refer to here.

Once you transition to the following screen, the items you entered in Google Sheets will be displayed.
Select the items to reference from the HubSpot output section below.
Click "Test" → "Test Successful" → "Save."

Once you turn the app trigger "ON," the automation setup is complete.

Other Automation Examples Using HubSpot and Google Sheets

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of HubSpot and Google Sheets.

If you find something interesting, please give it a try!

Automation Examples Integrating HubSpot and Google Sheets

It is possible to integrate such that when a new company is created in HubSpot, it is added to Google Sheets, or the content submitted through a HubSpot form is added to Google Sheets.
Furthermore, when a contact in HubSpot reaches a specific status, you can also generate documents in Google Sheets.

Examples of Automation Using HubSpot

Notify Chat Tools of Actions in HubSpot

Automatically notify Slack, etc., when a form is submitted, or a contact or new deal is registered in HubSpot.

Register an event in the calendar when information is registered in HubSpot

Automatically add events to Google Calendar based on information from HubSpot.

Create tasks in task management tools based on actions in HubSpot

Automatically create tasks in Asana, Trello, etc., based on deal closures in HubSpot.

Automation Example Using Google Sheets

Retrieve tasks due today from Google Sheets and notify chat tools in bulk daily

Automatically retrieve tasks due today from Google Sheets and notify tools like Slack or Google Chat in bulk every day.

Register the content in Google Sheets once the workflow is approved

Once the application is approved in systems like Garoon or Jobcan Expense Management & Workflow, the content will be automatically added to Google Sheets.

Create a folder in cloud storage when a row is added in Google Sheets

Automatically create a folder in Google Drive or OneDrive when a row is added in Google Sheets.

Benefits and Automation Examples of Integrating HubSpot with Google Sheets

The benefits of integrating HubSpot with Google Sheets are as follows:

1. Centralized Data Management

‍By integrating HubSpot with Google Sheets, you can centrally manage multiple data sets.
The entire team can access the latest information without waiting for updates.
This also helps maintain data quality without any data loss or duplication!

2. Easier Customer Information Management‍

With the integration of HubSpot and Google Sheets, customer information stored in HubSpot can be reflected in Google Sheets.
This eliminates the need for manual data entry, allowing you to focus on other tasks.
Additionally, by utilizing the filtering features in Google Sheets, it becomes easier to narrow down customers.

‍3. Smooth Information Updates‍

Integrating HubSpot with Google Sheets allows for smooth updates of customer information.
This enables you to quickly feel the impact of sales and marketing efforts.
Moreover, sharing with the entire team becomes easier, enhancing team productivity.

Next, here are some specific automation examples of HubSpot and Google Sheets integration:

1. Automation from HubSpot to Google Sheets‍

When sales activities or customer information are registered in HubSpot, it is possible to input data into Google Sheets.
As mentioned in the benefits, this saves the trouble of manual entry and prevents human errors.
Additionally, regularly performed data updates can be kept up-to-date, which is a significant advantage.

2. Automation from Google Sheets to HubSpot‍

You can also set up configurations to reflect customer information entered in Google Sheets into HubSpot.
For example, when managing customer information in Google Sheets and certain conditions are met, you can update the customer information in HubSpot.
This allows you to extract only the information necessary for sales and marketing.

3. Bidirectional Data Synchronization‍

As mentioned above, you can synchronize data in both directions: "HubSpot→Google Sheets" and "Google Sheets→HubSpot".
This makes it easier to manage data as you can obtain the latest information in both applications.
Therefore, decision-making across the entire team can be done smoothly.

Conclusion

In this article, we introduced a flow such as "recording new contact information registered in HubSpot into Google Sheets".
Integrating HubSpot with Google Sheets makes it easier to manage customer information and allows for smooth information updates.
By utilizing this template, the daily workload should be reduced!

Yoom also offers other apps that can be integrated, so please check them out.
We also offer a two-week free trial, so feel free to take advantage of it.