Integrating HubSpot with Google Sheets Using Pabbly Connect

Learn how to automate the process of sending HubSpot deal contacts to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot and Google Sheets Integration

To integrate HubSpot with Google Sheets using Pabbly Connect, start by accessing the Pabbly Connect dashboard. Sign up for free to get started and log in to your account. Click on the ‘Create Workflow’ button to initiate the integration process.

Once the workflow page loads, you will see options for triggers and actions. The trigger will be set to ‘Deal Updated’ in HubSpot, while the action will involve adding associated contacts to Google Sheets. This setup will automate the flow of information between the two applications.

2. Configuring HubSpot as the Trigger in Pabbly Connect

In this step, you will configure HubSpot as the trigger app in Pabbly Connect. Select HubSpot CRM from the app list and set the trigger event to ‘Deal Updated’. Click on the connect button to link your HubSpot account.

• Choose ‘Add New Connection’ to authenticate your HubSpot account.
• Authorize access by logging into HubSpot if prompted.
• Select the properties you want to fetch, such as deal name, deal stage, and amount.

After configuring these settings, you can proceed to test the connection. Update a deal in HubSpot to ensure that the trigger captures the latest information correctly.

3. Fetching Associated Contacts from HubSpot

After setting up HubSpot as the trigger, the next step in Pabbly Connect is to fetch the associated contacts. Add a new action step and select HubSpot again, this time choosing the action event as ‘Find Contacts Associated with the Deal’.

Utilize the deal ID obtained from the previous step to map it into the action settings. This will allow Pabbly Connect to retrieve the contacts linked to the updated deal. Click on ‘Save and Send Test Request’ to confirm that the contacts are being fetched correctly.

If you want the contact data in a more manageable format, toggle the ‘Simple Response’ option to off. This will provide you with a cleaner array format, making it easier to handle the data in subsequent steps.

4. Transforming Data for Google Sheets Integration

Now that you have the associated contacts, it’s time to prepare the data for Google Sheets using Pabbly Connect. Add another action step and select the ‘Data Transformer’ feature, specifically the ‘Line Itemizer’ option. This feature will convert the contact IDs into a comma-separated format.

• Map the contact IDs received from the previous step into the Line Itemizer.
• Click on ‘Save and Send Test Request’ to see the transformed data.
• Verify that the output shows the contact IDs correctly formatted.

This transformation is crucial as it prepares the data for seamless integration into Google Sheets.

5. Adding Data to Google Sheets

The final step in this integration process is to send the formatted data to Google Sheets using Pabbly Connect. Select Google Sheets as the action app and set the action event to ‘Add New Row’. Connect your Google Sheets account if you haven’t already done so.

Specify the spreadsheet name and sheet where you want to store the data. Map the necessary fields such as deal name, contact IDs, and contact names into the corresponding columns of your Google Sheets. Then, click on ‘Save and Send Test Request’ to push the data into your spreadsheet.

After executing this step, check your Google Sheets to confirm that the data has been added correctly. You should see the deal name, contact IDs, and associated contact names listed in the specified columns.

Conclusion

In summary, using Pabbly Connect, you can easily automate the process of transferring contacts from HubSpot deals to Google Sheets. This integration streamlines your contact management and enhances accessibility, ensuring that all relevant data is organized efficiently.