Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect to Start Integration

To begin integrating Google Sheets with HubSpot CRM, first, access Pabbly Connect by logging into your Pabbly account. Once logged in, select the Pabbly Connect option from the dashboard to create a new workflow.

Click on “Create Workflow” and choose “Create from Scratch.” Name your workflow something descriptive, such as “Add Contacts from Google Sheets to HubSpot without Manual Input”. Select an appropriate folder for better organization. This setup will allow you to automate the process efficiently.

2. Setting Up the Trigger in Pabbly Connect

In this step, you’ll set up the trigger that activates the workflow. In the trigger application, select Google Sheets, as this is where your contact data resides. For the trigger event, choose “New Row or Updated Row”. Click on “Connect” to link Pabbly Connect with your Google Sheets account.

  • Select the Google Sheets account you want to connect.
  • Copy the provided Webhook URL from Pabbly Connect.
  • Open your Google Sheets and go to the Add-ons section.

After copying the Webhook URL, navigate to the Add-ons menu in Google Sheets. Click on “Get Add-ons” and search for Pabbly Connect Webhooks. Install the add-on if you haven’t done so already. Once installed, refresh your Google Sheets page to see the new add-on options.

3. Configuring the Webhook in Google Sheets

Next, you’ll configure the Webhook in Google Sheets to send data to Pabbly Connect. Open the Pabbly Connect Webhooks add-on and paste the copied Webhook URL. Set the trigger column to the last column where data will be added; for instance, if your data ends in column D, enter “D” as the Trigger Column.

After setting this up, click on “Send Test” to ensure that the connection works. If successful, you will see the test data sent to Pabbly Connect. This step confirms that your Google Sheets is now linked to your Pabbly workflow, ready to send data when new rows are added.

4. Adding HubSpot CRM Action in Pabbly Connect

With the trigger set up, it’s time to add the action that sends data to HubSpot CRM. In the action application, select HubSpot CRM and then choose “Create Contact” as the action event. Click on “Connect” to link your HubSpot account with Pabbly Connect.

Once connected, map the data fields from Google Sheets to HubSpot CRM. For example, link the phone number, email address, first name, and last name fields. Ensure that you fill in any optional fields as necessary. After mapping the fields, click on “Save and Send Test” to verify that the contact is created successfully in HubSpot CRM.

5. Finalizing the Integration Process

After confirming that the contact has been successfully created in HubSpot, return to your Google Sheets. Go to the Pabbly Connect Webhooks add-on and select “Send All Data” to push all existing contacts to HubSpot CRM. This action will ensure that all your current data is synchronized with HubSpot, not just new entries.

Finally, refresh your HubSpot CRM page to see all the contacts added from Google Sheets. This seamless integration process demonstrates how Pabbly Connect automates the transfer of data between applications, saving you time and effort.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to effectively integrate Google Sheets with HubSpot CRM. This automation allows you to streamline the process of adding contacts without manual input, enhancing your workflow efficiency.