This automation scenario allows you to connect HubSpot and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Google Sheets can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when a deal enters a specified stage.
Then these actions happen in HubSpot and HubSpot
Create a new row in a specific spreadsheet.
Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.
This guide contains information on how to set up an automatic workflow that allows to Create Google Sheets spreadsheet rows from new deals in stages on HubSpot.
Part I
First, we need to connect HubSpot and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Deal in Stage Deprecated (Triggers when a deal enters a specified stage.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Then set up another Action for HubSpot
Choose this action: New Deal Property Change Deprecated (Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Google Sheets spreadsheet rows from new deals in stages on HubSpot!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Creates a new contact or updates an existing contact based on email address.
Creates a Contact in HubSpot.
Creates a Deal in HubSpot.
Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_
Update a Contact in HubSpot.
Creates a new submission for a selected form.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.