"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!
For those who want to try it as soon as possible
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.
When a new company is created in HubSpot, add it to Google Sheets.
■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.
What You Can Do by Integrating HubSpot and Google Sheets
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!
Add to Google Sheets When a New Company is Created in HubSpot
This flow is recommended for those who use HubSpot for customer management and sales activities and manage data using Google Sheets.
When a new company is created in HubSpot, add it to Google Sheets.
■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.
Record New Contact Information Registered in HubSpot to 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.
Record new contact information registered in HubSpot into a Google Spreadsheet.
Let's Create a Flow to Integrate HubSpot and 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:
Integrate HubSpot and Google Sheets with My Apps
Copy the template
Set up triggers in HubSpot and operations in Google Sheets
Turn on the trigger and verify the integration flow
When a new company is created in HubSpot, add it to Google Sheets.
■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.
Step 1: Connect HubSpot and Google Sheets to My Apps
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.
Step 2: Copy the Template
Let's start creating the flow from here! Since we are using a template, open the template page below and click 'Try this template'.
When a new company is created in HubSpot, add it to Google Sheets.
■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.
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
Step 3: Setting Up HubSpot Trigger
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."
Step 4: Database Configuration
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".
Step 5: Turn ON the Trigger Button and Verify the Integration Flow
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.
If You Want to Integrate Google Sheets Data with HubSpot
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.
Create a Company in HubSpot When a Row is Added to Google Sheets
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.
When a row is added to a Google Spreadsheet, create a company in HubSpot.
■Overview The workflow 'When a row is added to Google Sheets, create a company in HubSpot' reduces the burden of data entry tasks. By automating data entry tasks, it reduces the risks of input errors and omissions.
■Recommended for - Companies or teams using Google Sheets for data management - Those who want to quickly integrate information entered in Google Sheets with other tools - Users who centralize customer and company information using HubSpot - Those manually registering company information who want to automate the process to improve work efficiency - Daily users of HubSpot who want to always have the latest data while proceeding with work
■Notes - Please integrate 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 activation interval may differ depending on the plan.
Other Automation Examples Using HubSpot and Google Sheets API
It is possible to automate various tasks using the HubSpot and Google Sheets API. If you find something interesting, please give it a try!
Automation Examples Using HubSpot
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.
Add a note to HubSpot based on the content of an Outlook email
■Overview The workflow "Add a note to HubSpot based on Outlook email content" is a business workflow that automatically reflects information from emails received in Outlook to HubSpot.
■Recommended for ・Sales representatives who manually add Outlook-received emails to HubSpot ・Marketing or customer support representatives who want to efficiently manage communication with customers ・IT personnel who want to strengthen the integration between Outlook and HubSpot and automate operations ・Those who aim to reduce errors due to manual input and achieve accurate data management
■Notes ・Please link both Outlook and HubSpot with Yoom. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and there may be authentication failures if you are not subscribed to the general corporate plan. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful.
■Overview The flow 'Automatically create a Zoom meeting and send details via email when a new contact is created in HubSpot' is a business workflow aimed at streamlining sales and marketing operations. When a new contact is registered in HubSpot, Yoom automatically sets up a Zoom meeting and notifies the relevant personnel and contact via email with the details. This eliminates the need for manual meeting setup and information sharing, enabling quick communication. By leveraging the integration between HubSpot and Zoom, it supports the smooth progression of the entire sales process and contributes to improving team productivity.
■Recommended for ・Sales representatives managing customers using HubSpot ・Team leaders frequently conducting online meetings using Zoom ・Marketing personnel who want to automate the follow-up process for new contacts ・Small business owners burdened by the complexity and time consumption of manual meeting setups ・IT personnel looking to improve operational efficiency through the integration of HubSpot and Zoom
■Notes ・Please integrate Yoom with both HubSpot and Zoom. ・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.
■Overview The workflow 'When an event is created in Google Calendar, update contact information in Hubspot' enhances information management efficiency. Contacts are automatically updated along with event creation, making it easier to maintain up-to-date information.
■Recommended for those who ・Use Google Calendar for schedule management ・Want to quickly update contact information in Hubspot ・Do not want to spend too much time on sales activities or customer management ・Wish to integrate multiple tools to proceed with work efficiently ・Want to avoid duplication of tasks and establish an environment that allows for prompt information updates Please connect each with Yoom.
■Notes ・Please connect each of Google Calendar and Hubspot with Yoom. ・The trigger can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest triggering interval differs depending on the plan.
■Overview This is a flow to retrieve customer information from Google Spreadsheet at a specified date and time and send a template email via Gmail. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Sales or customer support personnel at companies managing customer information with Google Spreadsheet ・Those who feel burdened by regularly sending follow-up emails to customers ・Corporate sales representatives or assistants who need to send reminder emails to customers according to contract renewal dates or deadlines ・Those who want to send notifications such as coupons to multiple customers meeting certain conditions on a scheduled basis
■Notes ・Please integrate Google Spreadsheet and Gmail with Yoom. ・Operations between "repeating the same process" are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations or data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview The "Retrieve event information from Google Spreadsheet and send reminder notification on Discord" workflow is helpful for event reminder notifications. By automating reminders, it helps prevent notification oversights and contributes to increased event participation.
■Recommended for ・Those managing events using Google Spreadsheet ・Those who want to regularly send reminders before an event ・Those who want to efficiently manage event schedules and use reminder notifications to increase participation rates ・Those who use Discord daily and want to automate event information and reminder notifications ・Community managers or event coordinators who don't want to forget sending reminder notifications to members
■Notes ・Please integrate both Google Spreadsheet and Discord with Yoom.
By integrating HubSpot with Google Sheets, you can free yourself from manual data entry and expect improved operational efficiency. Not only can new contacts and companies registered in HubSpot be added to Google Sheets, but you can also notify chat tools. 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?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With experience in a wide range of roles, including systems engineer, programmer, new graduate recruitment assistant, and theme park actor, I have been involved in building corporate systems and improving operational efficiency, particularly as a systems engineer and programmer. Utilizing Yoom, I will clearly and comprehensively communicate practical approaches to reducing operational burdens.
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