Integrate HubSpot with Google Sheets Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate HubSpot with Google Sheets using Pabbly Connect for seamless updates. Follow this detailed tutorial for easy automation. 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 integrate HubSpot with Google Sheets, the first step is to access Pabbly Connect. This integration platform allows seamless automation between various applications.

Visit the Pabbly Connect homepage and sign in if you are an existing user or sign up for a free account. Once logged in, you will be directed to the dashboard where you can start creating workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Auto Update Google Sheets with HubSpot Contact Updates’.
• Select a folder to save your workflow, or create a new folder as needed.

Once you have named your workflow and selected a folder, click on the ‘Create’ button to proceed. This will set up the framework for your automation process.

3. Setting Up HubSpot as a Trigger in Pabbly Connect

With your workflow created, the next step is to set up HubSpot as the trigger application in Pabbly Connect. Choose HubSpot from the list of applications.

Select the trigger event as ‘Contact Update’. This means that any time a contact is updated in HubSpot, it will trigger the workflow in Pabbly Connect, allowing the integration to function automatically.

• Click on ‘Add New Connection’ to connect your HubSpot account.
• Choose your HubSpot account and authorize the connection.

After establishing the connection, you will need to select the output properties you want to retrieve, such as first name, last name, email, and phone number. This setup allows Pabbly Connect to capture the updated contact details from HubSpot.

4. Configuring Google Sheets as an Action in Pabbly Connect

Next, you will set up Google Sheets as the action application in your Pabbly Connect workflow. Select Google Sheets and choose the action event as ‘Lookup Spreadsheet Rows V2’. using Pabbly Connect

This action allows Pabbly Connect to search for the updated contact information in your Google Sheets. Click on ‘Add New Connection’ to link your Google Sheets account.

Select the spreadsheet you want to update, for example, ‘HubSpot Contacts’. Map the first name as the lookup value and specify the columns to search.

After entering all required information, click on ‘Save and Send Test Request’ to ensure the setup is correct. This will verify that Pabbly Connect can find and retrieve the necessary data from your Google Sheets.

5. Updating Google Sheets with New Contact Information

The final step is to add another action in your workflow to update the Google Sheets with the new contact information. Again, select Google Sheets as the action application and choose the action event as ‘Update Row’.

Map the row index from the previous action step, and then map the fields for first name, last name, email, and phone number with the updated values from HubSpot. This ensures that any changes made in HubSpot will reflect in Google Sheets automatically.

Click on ‘Save and Send Test Request’ to confirm that the integration works correctly. You should see that the updated information is now present in your Google Sheets, confirming that Pabbly Connect has successfully automated the process.

Conclusion

This tutorial has detailed how to use Pabbly Connect to integrate HubSpot with Google Sheets for automatic updates. By following these steps, you can ensure your contact information remains accurate and organized across both platforms without manual entry.