How to Create HubSpot Contacts from MS Excel Using Pabbly Connect

Learn how to easily create HubSpot contacts from MS Excel using Pabbly Connect. This step-by-step guide covers the entire integration process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create HubSpot contacts from MS Excel, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Here, you can sign in if you are an existing user or sign up for a new account, which takes less than two minutes.

Once logged in, you will arrive at the Pabbly Connect dashboard. From there, click on the blue button labeled ‘Create Workflow’. This is where you will set up the integration to automate the process of adding HubSpot contacts whenever a new row is added to your Excel spreadsheet.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger application, which is Microsoft Excel. Select ‘Microsoft Excel’ as your trigger application and choose the event ‘New Row in Worksheet’. This will allow Pabbly Connect to monitor your Excel file for new entries. using Pabbly Connect

• Click on ‘Connect’ to link your Microsoft Excel account with Pabbly Connect.
• Authorize Pabbly Connect to access your Excel account by clicking ‘Yes’ when prompted.
• Select the workbook you want to use, ensuring it contains the necessary columns like first name, last name, email, etc.

After selecting the workbook, click on ‘Save and Send Test Request’ to test the connection. Pabbly Connect will fetch the data from the specified worksheet, allowing you to see the details that will be used to create the HubSpot contact.

3. Creating a HubSpot Contact via Pabbly Connect

Next, you will set up the action application, which is HubSpot. Choose ‘HubSpot’ as your action application and select the event ‘Create Contact’. This action will allow you to create a new contact in HubSpot using the data fetched from your Excel sheet. using Pabbly Connect

• Click on ‘Connect’ to link your HubSpot account with Pabbly Connect.
• Authorize the connection by selecting your HubSpot account.
• Map the fields from your Excel data to the corresponding fields in HubSpot, such as first name, last name, email, etc.

After mapping the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see a confirmation that a new contact has been created in your HubSpot CRM.

4. Verifying Created HubSpot Contacts

Once you have successfully set up the workflow, it’s essential to verify that the contacts are being created in HubSpot. Navigate to your HubSpot account and go to the ‘Contacts’ section. Here, you should see the newly created contact reflecting the information you added in Excel.

Keep in mind that the integration uses a polling mechanism, meaning that it checks for new data every 8 hours. Therefore, if you add a new row to your Excel sheet, it may take some time before it appears in HubSpot. This is a crucial aspect of how Pabbly Connect manages these integrations.

5. Conclusion

In this tutorial, we explored how to create HubSpot contacts from MS Excel using Pabbly Connect. By following these steps, you can automate the process of adding new contacts to your HubSpot CRM whenever new data is added to your Excel workbook. This integration not only saves time but also ensures that your contact database remains up-to-date.

Utilizing Pabbly Connect allows for seamless automation between Microsoft Excel and HubSpot, enhancing your workflow efficiency. Start using this powerful integration today to streamline your contact management processes.