How to Add Clients from Google Contacts to HubSpot CRM Automatically Using Pabbly Connect

Learn how to automate adding clients from Google Contacts to HubSpot CRM using Pabbly Connect. Step-by-step tutorial with detailed integration process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding clients from Google Contacts to HubSpot CRM, you will need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect.

Once on the Pabbly Connect page, you will see two options: ‘Sign In’ and ‘Sign Up Free’. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboards.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start setting up your automation.

You will have the option to choose between two workflow builders: the new workflow builder (beta) and the classic workflow builder. For this tutorial, select the new workflow builder for a more modern experience.

• Click on ‘Create Workflow’.
• Name your workflow, for example, ‘Create Contact in HubSpot CRM from Google Contacts’.
• Select your desired folder for the workflow.

After entering the workflow name and selecting the folder, click on the ‘Create’ button. You will receive a confirmation that your workflow has been created successfully.

3. Setting Up the Trigger for Google Contacts

In this section, you will set up the trigger that will initiate the workflow. Click on the ‘Add Trigger’ option and select ‘Google Contacts’ as your trigger application. using Pabbly Connect

Next, choose the trigger event as ‘New or Updated Contact’. This means that every time a new contact is created or an existing contact is updated, it will trigger the workflow.

• Click on ‘Connect’ to link your Google Contacts account.
• If prompted, create a new connection or select an existing connection.
• Click on ‘Save’ to finalize the connection.

After saving the connection, you can perform a test submission to ensure everything is working correctly. Create a new contact in Google Contacts to see if it triggers the workflow.

4. Adding Action Step to Create Contact in HubSpot CRM

Now that the trigger is set, it’s time to add an action step to create a new contact in HubSpot CRM. Click on the ‘Add New Action Step’ button and select ‘HubSpot CRM’ as your action application. using Pabbly Connect

Choose the action event as ‘Create Contact’. This will enable the workflow to create a new contact in HubSpot CRM whenever a new contact is added to Google Contacts.

Click on ‘Connect’ to establish a connection with HubSpot CRM. Select an existing connection or create a new one. Map the fields from Google Contacts to HubSpot CRM.

Ensure that all necessary fields such as first name, last name, email, and phone number are correctly mapped. Once mapping is complete, click on ‘Save and Send Test Request’ to verify that the contact is created in HubSpot CRM.

5. Verifying the Integration between Google Contacts and HubSpot CRM

After completing all the steps, it’s essential to verify that the integration between Google Contacts and HubSpot CRM is functioning correctly via Pabbly Connect. Check your HubSpot CRM for the newly created contact.

Navigate to the contacts section in HubSpot CRM to see if the new contact appears. If everything is set up correctly, you should see the contact details matching those entered in Google Contacts.

This integration allows for seamless management of client information, ensuring that your HubSpot CRM is always up to date with the latest client data from Google Contacts. You can also explore other automations using Pabbly Connect to enhance your business workflows.

Conclusion

In this tutorial, we explored how to add clients from Google Contacts to HubSpot CRM automatically using Pabbly Connect. By following the steps outlined, you can efficiently manage your client information and streamline your workflow processes.

Utilizing Pabbly Connect for automation not only saves time but also enhances productivity. Start using Pabbly Connect today to create more integrations and automate your business processes effectively.