Learn how to bulk upload contacts to HubSpot using Pabbly Connect in just one click. Follow our step-by-step tutorial for seamless integration! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Getting Started with Pabbly Connect
To bulk upload contacts to HubSpot, start by accessing Pabbly Connect. If you are a new user, open your browser and navigate to pabbl.com/connect. Click on the option to sign up for free, which allows you to explore the platform with 100 free tasks monthly.
This free trial is perfect for testing the automation capabilities of Pabbly Connect. Once you are signed up, you can create workflows that help in integrating HubSpot with other applications seamlessly.
2. Setting Up Google Sheets with Pabbly Connect
Next, you need to set up Google Sheets to contain your contact details. Open Google Sheets and create a new sheet where you will input your contact information. Make sure the last column contains the data you want to trigger the upload.
- Create a new Google Sheet for your contacts.
- Ensure you have a column for email, first name, last name, and any other necessary details.
After setting up your Google Sheet, you need to install the Pabbly Connect Webhooks extension. Go to Extensions > Add-ons > Get add-ons, and search for Pabbly Connect Webhooks. Install the extension and refresh your Google Sheet to see the new options.
3. Connecting Google Sheets to Pabbly Connect
With your Google Sheet ready, it’s time to connect it to Pabbly Connect. In your Pabbly Connect dashboard, create a new workflow. Select Google Sheets as the trigger application and choose the event as ‘New or Updated Spreadsheet Row’.
Copy the webhook URL provided by Pabbly Connect and paste it into the initial setup of the Pabbly Connect Webhooks in Google Sheets. Set the trigger column to the last column of your data where new entries will be added.
4. Creating Contacts in HubSpot with Pabbly Connect
Now, let’s move on to the action step where you will create contacts in HubSpot. In your Pabbly Connect workflow, add a new action step and select HubSpot CRM as the application. Choose the event ‘Create a Contact’.
If you haven’t connected HubSpot to Pabbly Connect yet, you will need to do so. Click on ‘Add a New Connection’ and log in to your HubSpot account. After connecting, map the fields from your Google Sheet to the corresponding fields in HubSpot.
- Map the email, first name, and last name fields from your Google Sheet.
- Ensure all required fields in HubSpot are filled.
Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’ to create a contact in HubSpot. Check your HubSpot CRM to confirm that the contact has been created successfully.
5. Bulk Uploading Contacts to HubSpot
After successfully mapping and testing the creation of a single contact, you can now bulk upload contacts. Go back to your Google Sheet and enter multiple rows of contact information.
To initiate the bulk upload, go to Extensions > Pabbly Connect Webhooks and click on ‘Send All Data’. This will send all the contact information from your Google Sheet to Pabbly Connect, which will then create contacts in HubSpot automatically.
Refresh your HubSpot CRM to see the new contacts appear. You can repeat this process whenever you need to upload more contacts, making it a seamless automation solution using Pabbly Connect.
Conclusion
Using Pabbly Connect, you can efficiently bulk upload contacts to HubSpot in just one click. This tutorial guides you through the entire process, from setting up your Google Sheets to automating contact creation in HubSpot. Start your free trial today to explore the powerful features of Pabbly Connect!
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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