Learn how to integrate Google with HubSpot and Slack using Pabbly Connect to automate your workflow. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Creating a Workflow to Integrate Google with HubSpot and Slack
The first step in integrating Google with HubSpot and Slack is to create a workflow. This workflow will connect Google to HubSpot, allowing you to create deals automatically. You will use Pabbly Connect for this automation process.
Start by signing into your Pabbly Connect account. Once logged in, navigate to the dashboard and click on the option to create a new workflow. Name your workflow appropriately, for instance, ‘Create HubSpot Deals from Google’.
2. Setting Up the Trigger for Google Sheets
To set up the trigger for Google, select Google Sheets as your trigger application. The trigger event will be when a new or updated spreadsheet row is added. This means every time you enter data in your Google Sheet, it will trigger the workflow.
- Select ‘New or Updated Spreadsheet Row’ as the trigger event.
- Connect your Google account to Pabbly Connect.
- Choose the specific Google Sheet that contains your leads.
After setting the trigger, test it to ensure that it captures the correct data from your Google Sheet. This will ensure that every new entry is processed smoothly.
3. Configuring the Action for HubSpot
Next, you need to configure the action for HubSpot. Select HubSpot as the action application. The action event will be to create a deal in HubSpot whenever new data is added from Google. using Pabbly Connect
In this step, you will map the fields from your Google Sheet to the corresponding fields in HubSpot. Ensure that you enter details like deal name, amount, and priority accurately. For example, if your Google Sheet has columns for ‘Deal Name’ and ‘Amount,’ make sure these are linked to the correct fields in HubSpot.
- Select ‘Create Deal’ as the action event.
- Map the fields from Google to HubSpot accurately.
- Test the integration to confirm that deals are created successfully.
Once you have set up the action, you can test it to ensure everything is working correctly. This will allow you to verify that deals are being created in HubSpot as expected.
4. Sending Notifications to Slack
After setting up the integration with HubSpot, the next step is to send notifications to Slack. This allows your team to be alerted whenever a new deal is created. Select Slack as your action application. using Pabbly Connect
In this section, you will create a message format that will be sent to your Slack channel. You can customize the message to include details such as deal name, amount, and priority. For instance, your message could say, ‘New Deal Created: ABC Company with an amount of $1000.’
Choose ‘Send Channel Message’ as the action event. Select the Slack channel where the message will be sent. Draft your message format based on the data received from Google.
After drafting your message, test this action to confirm that notifications are being sent to Slack. This ensures that your team stays informed about new deals created in HubSpot.
Conclusion
In this tutorial, we explored how to integrate Google with HubSpot and Slack using Pabbly Connect. By following these steps, you can automate your workflow, ensuring that every new lead is captured and notified seamlessly.
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