How to Create HubSpot Contact from New Google Sheets Tables Row Using Pabbly Connect

Learn how to create HubSpot contacts from new Google Sheets rows using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 create HubSpot contacts from new Google Sheets rows, start by accessing Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks monthly.

After signing in, you will see the dashboard displaying all Pabbly applications. Click on Pabbly Connect to begin setting up your workflow. This platform allows you to automate tasks without any coding skills, making it user-friendly for everyone.

2. Creating a New Workflow in Pabbly Connect

Now, let’s create a new workflow for integrating Google Sheets and HubSpot using Pabbly Connect. Click on the ‘Create Workflow’ button and name it something like ‘Create HubSpot Contact from Google Sheets’. This name will help you identify your workflow later.

• Name your workflow appropriately.
• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

After setting this up, you will need to connect Pabbly Connect to your Google Sheets account. Follow the on-screen instructions to authorize the connection, allowing Pabbly Connect to access your Google Sheets data securely.

3. Setting Up the Trigger in Google Sheets

With your Google Sheets connected, it’s time to set up the trigger. Choose the specific spreadsheet and worksheet where you will be adding new rows. This will determine which data is sent to HubSpot when a new row is created.

Ensure that your spreadsheet contains relevant columns such as First Name, Last Name, Phone Number, and Email Address. Each time a new row is added, Pabbly Connect will capture this data and initiate the workflow to create a contact in HubSpot.

4. Configuring HubSpot Action in Pabbly Connect

Next, you need to set up the action application, which is HubSpot. In the action step, select HubSpot and choose the action event as ‘Create Contact’. This step is crucial as it defines what happens when the trigger is activated.

Once you select this, authorize Pabbly Connect to access your HubSpot account. You will need to log in and grant permission for Pabbly Connect to create contacts in your HubSpot CRM. After authorization, you will map the fields from Google Sheets to HubSpot.

• Map First Name from Google Sheets to HubSpot.
• Map Last Name accordingly.
• Include Phone Number and Email Address in the mapping.

After mapping the fields, click on ‘Save and Send Test Request’. This will test the connection and ensure that the data flows correctly from Google Sheets to HubSpot via Pabbly Connect.

5. Finalizing the Integration and Testing

After successful testing, you are ready to finalize your integration. Ensure that all necessary fields are mapped correctly and that the workflow is active. This way, every time you add a new row in your Google Sheets, a corresponding contact will be created in HubSpot automatically using Pabbly Connect.

To confirm everything is working, go back to your HubSpot dashboard and check the contacts section. You should see the new contact created based on the data entered in Google Sheets. This seamless integration saves time and ensures accurate data entry.

Conclusion

In this tutorial, we explored how to create HubSpot contacts from new Google Sheets rows using Pabbly Connect. This integration simplifies the process of managing customer information efficiently and effectively. By automating this workflow, you can focus on other important tasks while ensuring your data remains accurate.