How to Create Deals in HubSpot Using Pabbly Connect with Google Sheets

Learn how to create deals in HubSpot whenever a new row is added in Google Sheets using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a deal in HubSpot whenever a new row is added in Google Sheets, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

You can either sign in if you are an existing user or click on ‘Sign up for free’ to create a new account. Upon signing up, you’ll receive 100 free tasks to start with. Once logged in, you will see the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the blue ‘Create Workflow’ button on the dashboard. Name your workflow something like ‘Google Sheets to HubSpot’ to easily identify it later.

After naming your workflow, you will be taken to a page with two main sections: Trigger and Action. Here, you will set Google Sheets as your trigger application since you want the integration to begin when a new row is added.

• Select Google Sheets as the Trigger Application.
• Choose ‘New or Updated Spreadsheet Row’ as the Trigger Event.
• Copy the provided Webhook URL for the next steps.

After setting up the trigger, you will be ready to connect Google Sheets with Pabbly Connect.

3. Setting Up Google Sheets for Integration

Now, navigate to your Google Sheets account and open the spreadsheet that contains the deal information. Ensure your sheet is properly structured with necessary fields like Name, Mobile Number, Email Address, Deal Name, and more.

To connect Google Sheets with Pabbly Connect, go to the ‘Extensions’ menu, select ‘Add-ons,’ then click on ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on if you haven’t done so already. Once installed, go back to the Extensions menu, find Pabbly Connect Webhooks, and select ‘Initial Setup’.

• Paste the Webhook URL you copied from Pabbly Connect.
• Set the Trigger Column to the last column of your data (e.g., Column J).
• Click ‘Send Test’ to ensure the setup is correct.

After sending the test data, return to Pabbly Connect to capture the webhook response, confirming that the integration is working correctly.

4. Creating a Deal in HubSpot Using Pabbly Connect

With the data successfully sent from Google Sheets, the next step is to set HubSpot as your action application in Pabbly Connect. Choose ‘Create Deal’ as the action event. Click on connect to link your HubSpot account with Pabbly Connect.

Once connected, you will need to fill in the required fields for creating a deal, including currency, deal name, amount, and other relevant details. Make sure to map the fields from Google Sheets to the corresponding fields in HubSpot accurately.

Map the deal name from Google Sheets to the deal name field in HubSpot. Set the deal stage and pipeline ID by adding additional action steps to retrieve this information. Ensure all mandatory fields are filled before proceeding to create the deal.

After mapping the fields, click ‘Save and Send Test Request’ to create the deal in HubSpot. Check your HubSpot dashboard to confirm that the deal was created successfully.

5. Testing the Integration Live

To verify that the integration is functioning correctly, add a new row in your Google Sheets with the deal information. Include fields such as Name, Mobile Number, Email, Deal Name, and others as required.

Once you have added the new row, return to your HubSpot account and refresh the deals page. You should see the new deal created automatically based on the information you entered in Google Sheets.

This live test confirms that every time a new row is added in Google Sheets, a deal is created in HubSpot through Pabbly Connect. You can repeat this process for additional entries to ensure consistent functionality.

Conclusion

In this tutorial, we explored how to create a deal in HubSpot whenever a new row is added in Google Sheets using Pabbly Connect. By following the exact steps outlined, you can automate your workflow efficiently. This integration enhances productivity by ensuring that all deal information is captured seamlessly in HubSpot.