Integrating HubSpot with Google Sheets Using Pabbly Connect

Learn how to integrate HubSpot with Google Sheets using Pabbly Connect, enabling automatic data transfer without manual input. Follow this detailed tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for HubSpot and Google Sheets Integration

In this tutorial, we will explore how to use Pabbly Connect to integrate HubSpot with Google Sheets. This integration allows for automatic data transfer whenever a new contact is created in HubSpot, eliminating the need for manual data entry.

By utilizing Pabbly Connect, users can streamline their workflow and ensure that their Google Sheets are always up to date with the latest contact information from HubSpot. This is particularly useful for data analysis and backup purposes.

2. Setting Up Pabbly Connect for HubSpot

To begin, you need to access Pabbly Connect. Go to the Pabbly website and log in to your account. If you do not have an account, you can create one easily. Once logged in, navigate to the ‘Connect’ section.

Next, click on the ‘Create Workflow’ button at the top right corner. A dialog box will appear asking for a workflow name. Enter a name like ‘HubSpot to Google Sheets’ and click on ‘Create’. This initiates the setup process for your integration.

3. Configuring the Trigger Event in Pabbly Connect

In this step, you will set up the trigger for your workflow. Choose ‘HubSpot’ as the application and select ‘New Contact Added’ as the trigger event. This means that whenever a new contact is added in HubSpot, it will trigger the workflow. using Pabbly Connect

Next, you will need to connect your HubSpot account by entering your API key. To find your API key, go to your HubSpot account settings, navigate to the ‘Integrations’ tab, and click on ‘API Key’. Copy the key and paste it into Pabbly Connect. After entering the key, click on ‘Save’ and then select ‘Save and Send Test Request’ to fetch the details of the newly created contact.

• Choose ‘HubSpot’ as the application.
• Select ‘New Contact Added’ as the trigger event.
• Enter your API key from HubSpot.

Once the test request is successful, you will have the contact’s details ready to be sent to Google Sheets.

4. Setting Up the Action Window in Pabbly Connect

Now that the trigger is configured, it’s time to set up the action window. Choose ‘Google Sheets’ as the application and select ‘Add Row’ as the action event. This option allows you to add a new row in your Google Sheets for each new contact created in HubSpot. using Pabbly Connect

Next, connect your Google Sheets account by clicking on ‘Connect with Google Sheets’. Select the appropriate Google account and authorize access. After successful authorization, choose the Google Sheet you created for storing HubSpot contacts.

• Select ‘Google Sheets’ as the application.
• Choose ‘Add Row’ as the action event.
• Connect your Google Sheets account.

After setting up the action, you will need to map the data fields from HubSpot to the corresponding columns in Google Sheets. This ensures that the contact details are accurately recorded in the right format.

5. Finalizing the Integration and Testing

Once the mapping is complete, click on ‘Save and Send Test Request’ to verify that the data from HubSpot is successfully added to your Google Sheets. If everything is set up correctly, you should see the new contact details appear in your Google Sheet.

To ensure the integration works seamlessly, you can create a new contact in HubSpot and check if the details automatically populate in Google Sheets. This confirms that Pabbly Connect is functioning correctly and that your workflow is operational.

In summary, the process involves setting up a trigger in HubSpot, configuring an action in Google Sheets, and testing the integration. With Pabbly Connect, you can automate the data transfer process efficiently.

Conclusion

Integrating HubSpot with Google Sheets using Pabbly Connect streamlines your workflow by automating data transfers. This tutorial provides a clear guide to set up your integration, ensuring your contact data is always current and easily accessible.