Integrating HubSpot CRM with Google Sheets Using Pabbly Connect

Learn how to automate adding new HubSpot CRM contacts to Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. 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 integrate HubSpot CRM with Google Sheets, first, you need to access Pabbly Connect. Sign in to your Pabbly account and navigate to the dashboard where you will see various applications available.

Click on the big blue button labeled ‘Create Workflow’. You will then be prompted to name your workflow. For this example, name it ‘Add HubSpot Contacts to Google Sheets’ and click on ‘Create’ to initiate your integration process.

2. Setting Up the Trigger in Pabbly Connect

In this integration, the trigger will be a new contact added in HubSpot CRM. Select HubSpot as your trigger application in Pabbly Connect. You will need to choose the event as ‘New Contact’ which will serve as the starting point for the automation.

• Select HubSpot as the trigger application.
• Choose the event ‘New Contact’.
• Connect your HubSpot account with Pabbly Connect.

After connecting, you will be asked to test the trigger. Ensure that you have existing contacts in HubSpot to verify that the connection is successful and that it retrieves the correct data.

3. Configuring the Action to Add Rows in Google Sheets

Next, set up the action application in Pabbly Connect. Choose Google Sheets as your action application. The event you need to select is ‘Add New Row’. This action will allow you to add a new row in your Google Sheets each time a new contact is added in HubSpot.

Connect your Google account to Pabbly Connect. Once connected, select the spreadsheet you want to update, which in this case is named ‘HubSpot Contacts’. The sheet will be automatically selected if there is only one in the spreadsheet.

• Select the spreadsheet ‘HubSpot Contacts’.
• Map the fields from HubSpot to Google Sheets.
• Ensure all relevant fields such as first name, last name, email, phone number, and job title are included.

This mapping is crucial as it ensures that data from the new contact in HubSpot is correctly transferred to the respective fields in Google Sheets.

4. Testing the Integration Workflow

Once you have configured the action, it’s time to test your entire workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to ensure that the data flows from HubSpot to Google Sheets correctly. This test will simulate adding a new contact in HubSpot and check if a new row is created in your Google Sheets.

After running the test, check your Google Sheets to confirm that the new contact details appear as expected. You should see the first name, last name, email, phone number, and job title populated in the new row.

5. Conclusion and Benefits of Using Pabbly Connect

By integrating HubSpot CRM with Google Sheets using Pabbly Connect, you can automate the process of backing up your contact information seamlessly. This integration saves time and reduces the chances of errors that come with manual data entry.

With Pabbly Connect, you can easily manage and automate various applications, enhancing your productivity and ensuring your data is always up-to-date across platforms.

In conclusion, utilizing Pabbly Connect for integrating HubSpot CRM with Google Sheets streamlines your workflow. This automation not only simplifies data management but also ensures that you have a reliable backup of your contacts readily available.