How to Sync Google Sheets Data to HubSpot CRM for Lead Management Using Pabbly Connect

Learn how to sync Google Sheets data to HubSpot CRM for lead management using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync Google Sheets data to HubSpot CRM, you will first need to access Pabbly Connect. This platform serves as the central hub for all integrations, allowing you to automate your workflow seamlessly.

Open your web browser and enter the URL www.Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account. If you are new, click on ‘Sign up free’; otherwise, log in with your existing credentials.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to start building your integration. You will be prompted to select a workflow builder; choose the ‘New Workflow Builder’ for a modern experience.

• Click on ‘Create Workflow’.
• Name your workflow, e.g., ‘Google Sheets to HubSpot’.
• Select the appropriate folder for your workflow.

After naming your workflow, click the ‘Create’ button. You will now be on the workflow page, where you can set up your trigger and actions.

3. Setting Up the Trigger from Google Sheets

In this step, you will configure the trigger that initiates the workflow. Click on the ‘Add Trigger’ button and select ‘Google Sheets’ as your trigger app. The trigger event should be set to ‘New or Updated Spreadsheet Row’ to capture new leads.

Next, click the ‘Connect’ button to authorize Pabbly Connect to access your Google Sheets. A webhook URL will be generated; copy this URL and paste it into your Google Sheets add-on for Pabbly Connect Webhooks.

4. Configuring Google Sheets with Pabbly Connect

Navigate to your Google Sheet and go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Select ‘Pabbly Connect Webhooks’ from ‘Extensions’.
• Click on ‘Initial Setup’ and paste the copied webhook URL.
• Set the trigger column to the final data column (e.g., Column D).

After pasting the URL and setting the trigger column, click ‘Submit’. Your Google Sheet is now configured to send data to Pabbly Connect.

5. Setting Up the Action in HubSpot CRM

Now that your trigger is set up, it’s time to configure the action in HubSpot. Click on the ‘Add Action Step’ option and select HubSpot CRM as your action app. Choose the action event ‘Create Contact’ to add new leads to your CRM.

Click the ‘Connect’ button to authorize Pabbly Connect with your HubSpot account. You can either choose an existing connection or create a new one. After connecting, you will need to map the fields from your Google Sheets to HubSpot, ensuring that data flows correctly.

Map the email field from Google Sheets to HubSpot. Map the first name and last name fields accordingly. Ensure the phone number field is also mapped.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration is working. Check your HubSpot CRM to confirm that the contact has been created successfully.

Conclusion

In this tutorial, we demonstrated how to sync Google Sheets data to HubSpot CRM for effective lead management using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that every new entry in Google Sheets is instantly reflected in HubSpot CRM. Start leveraging Pabbly Connect today to streamline your workflows and enhance productivity.