Record new contact information registered in HubSpot into a Google Spreadsheet.
Record new contact information registered in HubSpot into a Google Spreadsheet.
Launch this workflow to connect
HubSpot &
Google Sheets
!
■Overview
New contact information registered in HubSpot will be recorded in a specified Google Spreadsheet.
It is possible to automatically transfer basic information such as the contact's name, email address, and phone number without accessing the spreadsheet.
■Preparation
Prepare a spreadsheet in advance with specified column names to store HubSpot information.
■Setup Method
① Select HubSpot from the app trigger, perform the following settings, and test and save.
・Action: Select "When a new contact is created".
・Trigger interval: Set to 5 minutes.
② Press the + mark, select the spreadsheet from the operation to manipulate the database, perform the following settings, and test and save.
・Action: Select "Add a record".
・Spreadsheet ID: Select the ID of the prepared storage spreadsheet from the options.
・Spreadsheet tab name: Select the target sheet name from the options.・Table range: Select the entire range including column names. For example, if column names are entered from A1 to E1, set it as A1:E
.
・Values of the records to be added: Embed using the output obtained in ① corresponding to the displayed column names.
※ For the definition of the range of spreadsheet operations, see here. https://intercom.help/yoom/en/articles/8703465
※ Common error causes when manipulating the database are here. https://intercom.help/yoom/en/articles/5521559
※ For detailed settings on dynamically embedding output, please refer here. https://intercom.help/yoom/en/articles/8223528
■Notes
・It is necessary to set the account information to be linked in each app's operation.
・For integration (My App Registration), please refer here https://intercom.help/yoom/en/collections/3041779
・Please replace the information in the Google Spreadsheet with any desired values for use.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a New Contact Is Created
When a New Company Is Created
When a New Deal Is Created
When a Contact Is Created or Updated
When a Company Is Created or Updated
When a Deal Is Created or Updated
When a Form Is Submitted
When a Product Is Created
When a Product Is Created or Updated
When a Deal Is Updated to the Specified Stage
When a Record Is Created in a Custom Object
When a Record in a Custom Object Is Created or Updated
When an Order Is Created or Updated
When an Order Is Created
When a Ticket Is Created
When a Ticket Is Created or Updated
When a Service Record Is Created
When a Service Record Is Created or Updated
Flowbot operations
Get Latest Contact IDs
Get Latest Company IDs
Get Latest Deal IDs
Submit Data to Form
Create Form
Get Tax Rate List
Get Object Associations
Create Association Between Custom Objects
Create Record Association Between Ticket and Custom Object
Get List of Inbox Threads
Download Export File
Create Custom Object Record (Associate with Deal Record)
Create Contact
Get Contact
Update Contact
Search Contacts (Keyword Search)
Get Contact Custom Properties
Get a List of Contact IDs
Flowbot triggers
When a New Contact Is CreatedWhen a New Company Is CreatedWhen a New Deal Is CreatedWhen a Contact Is Created or UpdatedWhen a Company Is Created or UpdatedWhen a Deal Is Created or UpdatedWhen a Form Is SubmittedWhen a Product Is CreatedWhen a Product Is Created or UpdatedWhen a Deal Is Updated to the Specified StageWhen a Record Is Created in a Custom ObjectWhen a Record in a Custom Object Is Created or UpdatedWhen an Order Is Created or UpdatedWhen an Order Is CreatedWhen a Ticket Is CreatedWhen a Ticket Is Created or UpdatedWhen a Service Record Is CreatedWhen a Service Record Is Created or UpdatedWhen a Task Is CreatedWhen a Note Is Added to a DealWhen a Message in the Specified Thread Receives a Reply
Flowbot operations
Get Latest Contact IDsGet Latest Company IDsGet Latest Deal IDsSubmit Data to FormCreate FormGet Tax Rate ListGet Object AssociationsCreate Association Between Custom ObjectsCreate Record Association Between Ticket and Custom ObjectGet List of Inbox ThreadsDownload Export FileCreate Custom Object Record (Associate with Deal Record)Create ContactGet ContactUpdate ContactSearch Contacts (Keyword Search)Get Contact Custom PropertiesGet a List of Contact IDsUpdate a Contact Custom PropertyAdd a Note to a ContactSearch Multiple Contacts (and Criteria)Get Company IDs Associated with a Specific ContactRetrieve a List of Notes Associated with a ContactCreate TaskRetrieve a List of TasksRetrieve a TaskCreate CompanyGet Company InformationUpdate CompanySearch Companies (Keyword Search)Get Company Custom PropertiesGet a List of Company IDsUpdate Company Custom PropertyAdd Note to CompanyAdd Meeting to CompanySearch Multiple Companies (Filter Criteria)Create DealRetrieve Deal InformationUpdate DealSearch Deals (Keyword Search)Retrieve Deal Custom PropertiesSearch Deals (Filter Search)Update Deal Custom PropertyAdd Note to DealAdd Line Item to DealRetrieve Deal Line ItemsRetrieve Custom Object RecordCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object Records (Keyword Search)Add Note to Custom Object RecordRetrieve Custom Object Record IDs Associated with Specific DealSearch Custom Object Records (Filter Search)Create TicketUpdate TicketUpdate Ticket Custom PropertyAdd Note to TicketRetrieve Ticket DetailsRetrieve Ticket Custom PropertiesSearch Multiple Tickets (Filter Criteria)Retrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Search Products (Filter Search)Get QuoteUpdate QuoteDelete QuoteSearch QuotesSearch Quote Templates (Filter Search)Add Signer to QuoteCreate QuoteGet User InformationSearch Users (Keyword Search)Search Users (Filter Search)Create UserGet Pipeline StagesGet Pipeline StageGet List of OwnersGet Owner InformationGet Export Task Status and File URLRun CRM Data Export TaskGet Line Item DetailsGet Line Item Custom PropertiesAssociate RecordsGet Public URL for FileGet Subscription DefinitionsCreate Call LogSearch Line Items (Filter Search)Search Fees (Filter Search)Search Discounts (Filter Search)Create Meeting LogRetrieve Service Custom PropertiesAssociate a Custom Object Record with a ContactCreate OrderRetrieve OrdersUpdate OrderRetrieve OrderUpload a File to a Specified FolderSearch Multiple Contacts (or Criteria)
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd RowsMore inspiration for you
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