Integrating Google with HubSpot and Slack Using Pabbly Connect

Learn how to automate HubSpot deals from Google and send Slack messages using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Google Integration with Pabbly Connect

Google integration is the first step in automating your workflow. To start, you need to create an account on Pabbly Connect. This allows you to connect your Google account and set up automation seamlessly. using Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow specifically for integrating Google. Select Google as your trigger application to begin the automation process.

2. Creating a Workflow for HubSpot Deals from Google

Creating a workflow in Pabbly Connect is essential for linking Google with HubSpot. This workflow will automatically create HubSpot deals whenever new data is added in Google. using Pabbly Connect

• Select ‘New or Updated Spreadsheet Row’ as your trigger event.
• Choose the specific Google spreadsheet that contains your leads.
• Set the trigger column to the last column where data will be entered.

After setting up the trigger, you will need to connect your HubSpot account. This allows Pabbly Connect to create deals in HubSpot based on the data received from Google.

3. Sending Messages to Slack from Google Data

Once the HubSpot deal is created, the next step is to send a message to Slack. This ensures that your team is notified of new deals created from Google data. using Pabbly Connect

In your Pabbly Connect workflow, select Slack as your action application. Choose the action event as ‘Send Channel Message’. Here, you can customize the message format to include details from the Google data.

• Draft a message that includes deal name, description, and priority.
• Select the Slack channel where the message should be sent.
• Test the message to ensure it formats correctly before sending.

After setting up the Slack message, you can save your workflow. This will automate the process of sending notifications to your team whenever a new deal is created in HubSpot from Google data.

4. Testing the Google and HubSpot Integration

Testing your integration is crucial to ensure everything works as intended. Start by adding a new row in your Google spreadsheet with the necessary details. using Pabbly Connect

Once the data is added, check your HubSpot account to confirm that the deal has been created. Also, verify that the Slack message has been sent to your designated channel. This step ensures that your automation is functioning correctly.

For testing, you can use sample data to simulate real entries. Make sure to monitor both HubSpot and Slack for the expected outputs.

5. Finalizing the Automation with Pabbly Connect

After successful testing, finalize your automation settings in Pabbly Connect. Ensure that all connections are saved, and the workflow is activated. using Pabbly Connect

Review the entire workflow to confirm that the trigger and action settings are correctly configured. This will help avoid any issues in the future and maintain smooth operations.

Once everything is set, you can rely on this automation to handle new leads efficiently, saving time and improving team communication.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Google with HubSpot and Slack using Pabbly Connect streamlines your workflow effectively. By automating these processes, you can enhance productivity and ensure your team stays informed on new developments. This setup eliminates manual tasks and allows for better management of leads.