Integrating HubSpot CRM with Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate HubSpot CRM with Google Sheets using Pabbly Connect to automate contact management. Follow our step-by-step guide. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard. If you’re a new user, sign up, which takes less than two minutes. Existing users can simply log in to their accounts.

Once you are logged in, locate the ‘Create Workflow’ button on the right side of the dashboard. Click on it to initiate the process of integrating HubSpot CRM with Google Sheets.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow to automate the transfer of contacts from HubSpot CRM to Google Sheets. Name your workflow something descriptive like ‘Add HubSpot Contacts to Google Sheets’ and click on the ‘Create’ button.

• Name your workflow for easy identification.
• Select HubSpot CRM as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After creating the workflow, you will receive a webhook URL. This URL acts as a bridge between HubSpot CRM and Pabbly Connect. Copy this URL for the next steps in the integration.

3. Setting Up HubSpot CRM for Integration

Next, you need to set up HubSpot CRM to send data to Pabbly Connect. Log into your HubSpot account and navigate to the ‘Automation’ section, then select ‘Workflows’. Create a new workflow, choosing ‘Blank Workflow’.

• Enroll the trigger based on form submission.
• Select the specific form you created for contact submissions.
• Set up the action to send a webhook using the URL from Pabbly Connect.

Make sure to save your workflow settings and turn it on. This will allow HubSpot CRM to send contact data to Pabbly Connect whenever a new contact is created.

4. Configuring Google Sheets in Pabbly Connect

After setting up HubSpot CRM, you will configure Google Sheets as your action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’. Connect your Google account to allow Pabbly Connect access.

Once connected, select the specific spreadsheet you want to update. Ensure that the fields in your Google Sheets match the fields you are sending from HubSpot CRM, such as first name, last name, email, and mobile number.

5. Testing the Integration Between HubSpot CRM and Google Sheets

Now that everything is set up, it’s time to test the integration. Fill out the contact form in HubSpot CRM to create a new contact. This action should trigger the workflow you set up, sending the contact data to Pabbly Connect.

Once the form is submitted, check your Google Sheets to confirm that the new contact details have been added successfully. If the integration is working correctly, the data will appear in your specified Google Sheets.

Conclusion

This tutorial has shown you how to integrate HubSpot CRM with Google Sheets using Pabbly Connect. By following these steps, you can automate the process of adding new contacts to your Google Sheets, enhancing efficiency and organization.