How to Auto Update Google Sheets with HubSpot Contact Updates Using Pabbly Connect

Learn how to use Pabbly Connect to automatically update Google Sheets with HubSpot contact updates in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website and sign in. If you are new, click on ‘Sign Up Free’ to create an account. This platform is essential for integrating various applications, including HubSpot and Google Sheets.

Once logged in, you’ll see the Pabbly Connect dashboard. From here, you can create workflows to automate tasks. This tutorial focuses on how to auto-update Google Sheets with HubSpot contact updates using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button in the top right corner. Name your workflow something descriptive, such as ‘Auto Update Google Sheets with HubSpot Contact Updates’. Select a folder for organization, or create a new one if necessary.

• Click on ‘Create’ to initiate the workflow.
• Understand the two main components: Trigger and Action.

In this case, the trigger will be an update in HubSpot, which will prompt an action to update Google Sheets. This automation saves time and ensures accuracy across platforms.

3. Setting Up the Trigger with HubSpot

For the trigger application, select HubSpot in Pabbly Connect. Choose the trigger event as ‘Contact Update’. This means that whenever an existing contact is updated in HubSpot, Pabbly Connect will capture that change.

To connect HubSpot with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. Log in to your HubSpot account to establish the connection. After connecting, select the output properties you want to receive, such as first name, last name, email, and phone number.

4. Defining the Action in Google Sheets

Next, set up the action application as Google Sheets in Pabbly Connect. Choose the action event as ‘Lookup Spreadsheet Rows V2’. This action will allow Pabbly Connect to search for the updated contact in Google Sheets and retrieve the necessary data.

• Select your Google Sheets account and the specific spreadsheet you want to use.
• Map the lookup value to the first name of the contact.

After entering the necessary details, click ‘Save and Send Test Request’ to verify that the integration works correctly. This step is crucial to ensure that Pabbly Connect is accurately updating your Google Sheets with the latest HubSpot contact information.

5. Updating Google Sheets with New Contact Information

After setting up the action, select another action event as ‘Update Row’ in Google Sheets. This will update the existing row in Google Sheets with the new contact details from HubSpot. Connect to your Google Sheets account again if necessary.

Map the row index from the previous step to identify which row to update. Then map the first name, last name, email, and phone number from the HubSpot trigger response. Once all fields are filled, click ‘Save and Send Test Request’ to finalize the setup.

After testing, check your Google Sheets to confirm that the updates have been applied correctly. This automation through Pabbly Connect ensures that your contact information remains accurate and up-to-date without manual entry.

Conclusion

Using Pabbly Connect to integrate HubSpot with Google Sheets allows for seamless updates of contact information. This automation saves time and keeps your data organized, ensuring accuracy across platforms.