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Automatically Back Up CRM Contacts to Google Sheets

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate HubSpot CRM with Google Sheets, first, access Pabbly Connect. Log into your account to reach the dashboard where you can create your automation workflow.

Once logged in, click on the ‘Create Workflow’ button. This action initiates the process of setting up your integration between HubSpot CRM and Google Sheets.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects HubSpot CRM and Google Sheets using Pabbly Connect. Use the quick builder feature to enter a simple prompt: “Connect HubSpot CRM and Google Sheets”.

After entering the prompt, you will be asked to select a trigger. Choose “New Contact Created” from HubSpot CRM as the trigger event. This ensures that every time a contact is added, the workflow activates.

Select “New Contact Created” as the trigger.
Choose “Add Row” as the action for Google Sheets.

After setting the trigger and action, approve and create the workflow. This establishes the foundation for your integration.

3. Connecting HubSpot CRM to Pabbly Connect

Now, you need to connect your HubSpot CRM account to Pabbly Connect. Click on the connect button and log into your HubSpot account.

After logging in, you will see options to add a new connection. Select your HubSpot account to establish the connection. Once connected, you can test the response to ensure everything is working correctly.

To capture the response, click on the “Save and Send Test Request” button. This action waits for the webhook response, confirming that your HubSpot CRM is successfully linked with Pabbly Connect.

4. Mapping Data to Google Sheets

With the connection established, it’s time to map the data from HubSpot CRM to Google Sheets through Pabbly Connect. Select Google Sheets as your next application and connect it similarly.

Log into your Google account, and you will be prompted to select the spreadsheet where you want to store the data. Choose the spreadsheet titled “CRM Customers Backup”.

Select the spreadsheet name from the dropdown.
Map the fields from HubSpot to the corresponding columns in Google Sheets.

By using the response data from HubSpot, you can dynamically insert the new contact’s details into the Google Sheets. This ensures that every new contact is automatically recorded.

5. Testing and Finalizing the Integration

After mapping the data, it’s crucial to test the integration. Click on the “Save and Send Test Request” button once again in Pabbly Connect. This will push the data to Google Sheets.

Check your Google Sheets to verify that the new contact appears as expected. This confirms that the integration is functioning correctly and that your workflow is ready for use.

Now, your sales team can access the Google Sheets backup without needing direct access to HubSpot CRM. This setup allows for easy tracking and updating of leads directly from the sheet.

Conclusion

Integrating HubSpot CRM with Google Sheets using Pabbly Connect streamlines the process of managing customer data. This automation ensures that every new contact is recorded efficiently, providing your team with easy access to essential information.