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"I'm at my limit with manually transferring HubSpot customer information to Google Sheets every time..."
"It would be so convenient if I could centrally manage the data received from HubSpot forms in Google Sheets!"
This is a must-read for those with such concerns!
By integrating HubSpot with Google Sheets, you can solve these issues and improve data management efficiency.
For example, when a new company is created in HubSpot, adding it to Google Sheets and transferring new contact information can be automated, allowing you to automatically store data received from forms.
This article clearly explains what you can do by integrating HubSpot with Google Sheets and how to create a specific integration flow.
Please refer to this article and try integrating HubSpot with Google Sheets!
By using Yoom, you can easily integrate HubSpot with Google Sheets without any code.
Yoom provides templates for integrating HubSpot with Google Sheets, so you can achieve integration immediately just by signing up, even without API knowledge.
By integrating the APIs of HubSpot and Google Sheets, you can automatically sync HubSpot data with Google Sheets!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Google Sheets and HubSpot.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for those who use HubSpot for customer management and sales activities and manage data using Google Sheets.
This is an integration flow that allows you to automatically transfer basic contact information such as name, email address, and phone number to Google Sheets without accessing it directly.
This is a recommended flow for those using HubSpot who want to centrally manage data received from forms in Google Sheets.
Now, let's create a flow that integrates HubSpot with Google Sheets!
We'll use Yoom to proceed with the integration of HubSpot and Google Sheets without any coding, so if you don't have a Yoom account yet, please create an account using this link.
[About Yoom]
This time, we will create a flowbot that transfers data to Google Sheets when a contact is registered in HubSpot!
We will create it in the following steps:
Let's register My Apps to connect HubSpot and Google Sheets to Yoom.
By registering My Apps first, you can smoothly proceed with automation settings.
Before connecting, create a sheet in Google Sheets!
※This time, it was set as shown in the image below.
1. Click on My Apps on the left side of the Yoom page and select "Add".
Enter "HubSpot" in the search box at the top right and select HubSpot from the search results.
2. On the displayed screen, sign in to hubSpot.
3. On the next screen, enter your email address and click "to the next".
4. On the next screen, enter your password and click "Log in".
5. On the displayed screen, select an account and click "Select Account".
3. Next, register Google Sheets to My Apps.
Similarly, click on My Apps on the left side of the Yoom page and select "Add".
Enter "Google Sheets" in the search box and select Google Sheets from the search results.
On the next screen, click "Sign in with Google".
4. On the next screen, select your account and click "Continue" on the following screen.
If HubSpot and Google Sheets are displayed in My Apps, registration is complete.
Let's start creating the flow from here! Since we are using a template, open the template page below and click 'Try this template'.
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
1. Click "OK" on the previous screen, then click the app trigger "When a new company is created" on the displayed screen.
※ This screen appears when you click "[Copy]Add to Google Sheets when a new company is created in HubSpot" in the Flowbot under "My Projects" on the left side of the Yoom page.
2. Enter the required fields on the displayed screen. Keep the trigger action as is and click "Next".
3. Set the details on the displayed screen. Select the "Trigger Interval".
※ 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.
※ For more details about the Yoom plan, please refer to here.
4. After entering, execute "Test" and if successful, click "Save".
※ The retrieved value can be utilized in the next settings as indicated by "This value can be used in other operations."
1. Click "Operate the database" to operate the database.
Enter the required fields on the displayed screen and click "Next".
For "Spreadsheet ID" and "Worksheet Tab Name", select from the options that appear when you click the input field, or follow the instructions below the input field to enter them.
2. Configure the details.
For each item of "Values for the new record", select from the retrieved value that appears when you click the input field.
※ The item names of the pre-prepared Google Sheets will be displayed.
After entering, execute "Test" and if successful, click "Save".
Click the "Turn ON Trigger" button in the red frame on the screen below to automatically start the Flowbot.
※ If the setup is successful, values will be entered into the sheet as shown in the image below.
This time, we introduced how to integrate data from HubSpot to Google Sheets, but if you want to integrate data from Google Sheets to HubSpot, please also use the following template.
This integration flow is recommended for those who manually manage customer and company data using Google Sheets and HubSpot and want to automate the process to improve work efficiency.
This is a recommended integration flow for sales teams using HubSpot and managing contact information in Google Sheets.
It is possible to automate various tasks using the HubSpot and Google Sheets API.
If you find something interesting, please give it a try!
You can notify the creation and update of contact information, create meetings in communication tools and notify via email, and automatically add notes based on email content.
You can automate tasks such as sending standard emails to customers, sending reminder notifications for event information, and creating folders!
By integrating HubSpot with Google Sheets, you can free yourself from manual data entry and expect improved operational efficiency.
<span class="mark-yellow">Not only can new contacts and companies registered in HubSpot be added to Google Sheets, but you can also notify chat tools.</span>
Additionally, contact information updated in Google Sheets can be automatically reflected in HubSpot.
By leveraging automation in this way, you can expect to streamline various actions such as notifications and data entry!
For those who want to "reduce data entry time" or "share data quickly and accurately,"
integrating HubSpot with Google Sheets is recommended.
If you are interested in automation using Yoom, please create a free account here.
Registration is simple and can be completed in about 30 seconds, so you can set it up during your work!
Why not take this opportunity to utilize the integration flow of HubSpot and Google Sheets to streamline your operations?
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