Automating the process of managing information registered on HubSpot in Google Sheets would save a lot of time, right? No-code tools are incredibly useful for this kind of app integration and automation. By using no-code tools, you can easily automate tasks, which makes it a great option for people who aren't familiar with programming. In this article, we'll introduce a flow to "log new contact information registered in HubSpot into Google Sheets."
Recommended for:
Those looking to improve work efficiency using HubSpot and Google Sheets.
Those who want to manage information registered in HubSpot also in Google Sheets.
Those who want to automate data transfer between HubSpot and Google Sheets.
For those who want to try it now:
In this article, we'll demonstrate how to integrate HubSpot and Google Sheets using the no-code tool "Yoom." No complicated settings or operations are required, so even non-engineers can easily implement it. You can start right away using the template below, so feel free to give it a try!
Record new contact information registered in HubSpot into a Google Spreadsheet.
How to Create a Connection Flow Between HubSpot and Google Sheets
Here, we will explain how to integrate applications.
If you already have a Yoom account, please log in. If you haven't created an account yet, please do so from here.
This time, let's create a flow together such as "Registering new contact information in HubSpot to Google Sheets".
How to Connect HubSpot and Google Sheets to Yoom
To integrate HubSpot and Google Sheets with Yoom, you need to register your own apps to connect Yoom with each account.
Please refer to here for registering your HubSpot app.
Next, let's register your Google Sheets app. After logging into Yoom, click "My Apps" → "New Connection" on the left side. Search for Google Sheets from "Search by App Name" or find it from the app list.
Once you transition to the following page, please sign in.
If HubSpot and Google Sheets are displayed in the My Apps section of Yoom, the app registration is complete.
Next, we will explain how to create a flow bot. Copying the template below makes the setup easy.
Record new contact information registered in HubSpot into a Google Spreadsheet.
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.
Set a trigger to activate when new contact information is registered in HubSpot
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.
Record new contact information registered in HubSpot into a Google Spreadsheet.
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.
When a form is submitted to Hubspot, store it in Google Sheets.
This flow issues a document in Google Spreadsheet when a Hubspot contact reaches a specific status.
■Notes - Please connect both HubSpot and Google Spreadsheet with Yoom. - The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. - Please note that the shortest trigger interval may vary depending on the plan. - The branching feature (operation) is available on Mini plans or higher. In the case of 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. You can use restricted apps or features (operations) during the free trial.
■Overview The "Add to Google Spreadsheet when a new company is created in HubSpot" workflow reduces the burden of data entry tasks. Since the company information on HubSpot is automatically transferred, it prevents addition omissions and input errors.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly share new company information and prompt sales actions ・Those who want to save the trouble of manual data entry ・Those who manage data using Google Spreadsheet ・Those who use Google Spreadsheet regularly and want to quickly reflect the latest company information ・Sales managers who want to share customer information with their team and facilitate smooth communication
■Notes ・Please integrate Yoom with both HubSpot and Google Spreadsheet. ・You can select the trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The workflow 'Add contact to HubSpot and register event in Google Calendar based on form information' automates the information input process. By simply entering information into the form, customer information is added and events are created, improving work efficiency.
■Recommended for ・Those who want to quickly manage customer information obtained via forms ・Those who want to efficiently manage customers using HubSpot and quickly get in touch ・Those who use Google Calendar for schedule management ・Those who want to prevent schedule overlaps and forgotten appointments, and smoothly coordinate schedules ・Those who feel burdened by manual customer information input and schedule registration
■Notes ・Please link Yoom with both HubSpot and Google Calendar.
■Overview The 'Register an event in Google Calendar from HubSpot contact information' workflow allows you to create events with one click. It improves convenience as there is no need to access Google Calendar directly.
■Recommended for ・Those who manage client information using HubSpot ・Sales representatives who want to quickly utilize HubSpot contact information ・Those who manage schedules using Google Calendar ・Those who want to speed up their sales activities ・Those who want to link HubSpot information with Google Calendar to save effort ・Those aiming for automation without spending time on manual data entry or event creation
■Notes ・Please link both HubSpot and Google Calendar with Yoom. ・Please refer to the following for the trigger setting method using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
■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 Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・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.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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