Learn how to log webinar registrants from Google Sheets to HubSpot CRM using Pabbly Connect in this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To log webinar registrants from Google Sheets to HubSpot CRM, you first need to access Pabbly Connect. Start by visiting Pabbly’s official website and navigating to the Pabbly Connect section. This platform is essential for automating the integration process between Google Sheets and HubSpot.
Once on the Pabbly Connect page, you can sign up for a new account or log in if you already have one. After logging in, you will be directed to the dashboard where you can create a new workflow.
2. Creating a New Workflow in Pabbly Connect
Creating a new workflow is the next step in using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow, such as ‘Log Webinar Registrants from Google Sheets to HubSpot CRM’. This name should reflect the purpose of your integration for easy identification later.
After naming your workflow, you will need to select a trigger application. In this case, choose Google Sheets. The trigger event should be set to ‘New or Updated Spreadsheet Row’ to ensure that any new registrant details added to your Google Sheets are captured.
- Select ‘Google Sheets’ as the trigger application.
- Choose the trigger event: ‘New or Updated Spreadsheet Row’.
- Name your workflow appropriately.
Once you have configured the trigger, click on the ‘Save’ button to proceed with your workflow setup. This step is crucial as it establishes the initial connection between Google Sheets and Pabbly Connect.
3. Connecting Google Sheets to Pabbly Connect
To connect Google Sheets to Pabbly Connect, you need to set up a webhook. This webhook will allow Pabbly to receive data from your Google Sheets. In the workflow you just created, you will see a unique webhook URL generated by Pabbly Connect.
Copy this webhook URL and head over to your Google Sheets. You will need to install the Pabbly Connect add-on from the Google Workspace Marketplace. Once installed, open the add-on and select ‘Initial Setup’. Here, paste the webhook URL into the designated field. Additionally, specify the trigger column, which is typically the last column of your data where you will input new registrant details.
- Install the Pabbly Connect add-on in Google Sheets.
- Paste the webhook URL into the add-on settings.
- Select the appropriate trigger column.
After completing these steps, save your settings in the Pabbly Connect add-on. This will establish a connection between your Google Sheets and Pabbly Connect, allowing data to flow seamlessly.
4. Setting Up HubSpot Integration with Pabbly Connect
The next step involves integrating HubSpot CRM with Pabbly Connect. In your workflow, select HubSpot as your action application. Then, choose the action event as ‘Create Contact’. This action will create a new contact in HubSpot whenever a new registrant is added in Google Sheets.
After selecting HubSpot, you will need to connect your HubSpot account to Pabbly Connect. Click on ‘Connect with HubSpot’ and follow the authorization steps. Once authorized, you will be able to map the fields from your Google Sheets to the corresponding fields in HubSpot, such as first name, last name, email, and phone number.
Select HubSpot as the action application. Choose ‘Create Contact’ as the action event. Authorize your HubSpot account.
Map the necessary fields from your Google Sheets to HubSpot. This step ensures that all relevant registrant information is transferred correctly, creating a new contact in HubSpot for each registrant added to your Google Sheets.
5. Testing and Finalizing the Integration
After setting up the integration, it is crucial to test the workflow to ensure everything is functioning correctly. In Pabbly Connect, you can send a test request from your Google Sheets to see if the data is being captured correctly. Click on the ‘Send Test’ button in your workflow to initiate this process.
Once the test is completed successfully, you should see the new contact created in your HubSpot CRM. Refresh your HubSpot dashboard to verify that the contact appears with the correct details. If everything looks good, you can activate your workflow, and from now on, every new registrant added to your Google Sheets will automatically be logged in HubSpot CRM.
Send a test request to check the workflow. Verify the new contact in HubSpot. Activate the workflow for automation.
This final step confirms that you have successfully integrated Google Sheets with HubSpot CRM using Pabbly Connect. You can now manage your webinar registrants more efficiently!
Conclusion
In this tutorial, we explored how to log webinar registrants from Google Sheets to HubSpot CRM using Pabbly Connect. By following the steps outlined, you can automate the process of capturing new registrants, ensuring efficient management of your leads. With Pabbly Connect, integration becomes seamless and streamlined.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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