Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, navigate to the Pabbly Connect dashboard. You can access it by searching for pabyt.com/connect in a new tab. If you are a new user, you will need to sign up for a free account, which gives you 100 free tasks every month to test its features.

Once logged in, you’ll be greeted with the dashboard of Pabbly Connect. Here, you can create workflows that integrate various applications, such as Google Sheets and HubSpot. The platform is user-friendly and designed to simplify the automation process.

2. Creating a Workflow Using Pabbly Connect

To create a new workflow in Pabbly Connect, click on the “Create Workflow” option. You can use the AI feature to help you set up the entire workflow without manually selecting triggers and actions. Enter a prompt like “Automatically upload contacts to HubSpot from Google Sheets” to guide the AI in generating the appropriate workflow.

  • Click on “Create using AI”.
  • Enter your request in the prompt box.
  • Select the events in your workflow.

After entering your request, click “Send”. The AI will analyze your request, and you can approve the workflow that it generates. This automation will allow new data added to Google Sheets to automatically create contacts in HubSpot.

3. Connecting Google Sheets with Pabbly Connect

To integrate Google Sheets with Pabbly Connect, you need to find the webhook URL provided by Pabbly. Copy this URL and log into the Google Sheets document you want to connect. Go to “Extensions”, then “Add-ons”, and select “Get Add-ons” to search for the Pabbly Connect Webhooks add-on.

Once installed, refresh your spreadsheet and go back to “Extensions”. Select “Pabbly Connect Webhooks” and click on “Initial Setup”. Here, you will paste the webhook URL and specify the trigger column, which is the final data column where your lead’s phone number is located.

  • Paste the webhook URL in the setup dialog.
  • Select the trigger column (e.g., column C).
  • Click “Submit” to complete the setup.

After successfully configuring the setup, go back to your workflow in Pabbly Connect and click on the “Recapture Response” button. This will allow you to capture the data from your Google Sheets into Pabbly Connect.

4. Mapping Data to HubSpot Using Pabbly Connect

After capturing the response, the next step is to connect HubSpot to Pabbly Connect. Click on the “Connect” button and select “Add New Connection”. Choose “Connect with HubSpot CRM” and log in to your HubSpot account. Grant the necessary permissions for the integration.

Now, you will need to map the data from Google Sheets to the fields in HubSpot. For example, map the email address and phone number from the captured response to their respective fields in HubSpot. This ensures that when a new lead is added, their details are correctly entered into HubSpot.

  • Map the email address from the previous response.
  • Separate the full name into first and last names if necessary.
  • Ensure all required fields are filled before saving.

Once you have mapped all the necessary fields, click on “Save and Send Test Request”. This will create a new contact in HubSpot, confirming that the integration is successful.

5. Bulk Uploading Contacts to HubSpot

To bulk upload contacts from Google Sheets to HubSpot using Pabbly Connect, ensure your entire automation setup is complete. Go back to your Google Sheets and navigate to “Extensions”, then “Pabbly Connect Webhooks”. Click on “Send All Data” to forward all data from your spreadsheet to HubSpot.

After executing this command, refresh your HubSpot contacts page to see the newly added contacts. You should notice an increase in the number of contacts, reflecting the data you had in Google Sheets. This bulk upload feature saves time and ensures that your CRM is always up to date.

Now, whenever you add new leads to your Google Sheets, they will automatically be sent to HubSpot through Pabbly Connect, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Google Sheets with HubSpot for bulk uploading leads. By following the steps outlined, you can automate your lead management effectively and save time. Enjoy seamless integration and enhanced productivity with Pabbly Connect.