Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with HubSpot CRM, first, you need to access Pabbly Connect. If you are not a user yet, visit the Pabbly website and complete the sign-up process. Once registered, you will receive 100 free tasks each month to explore the features.

After logging in, you will be directed to the Pabbly Connect dashboard, where you can create and manage your automation workflows. This platform helps automate repetitive tasks, saving you time and reducing manual work.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the “+ Create Workflow” button. You will see three options: create from scratch, create using AI, and create using quick builder. For this tutorial, we will select the “create using quick builder” option.

  • Enter the prompt: “Sync Google Sheet customer records with HubSpot CRM automatically”.
  • Select the trigger as “New or Updated Spreadsheet Row”.
  • Choose HubSpot CRM as the action application and select “Create Contacts”.

Once these selections are made, click on the “Approve and Create” button. Your workflow will be created successfully, ready for further configuration.

3. Connecting Google Sheets with Pabbly Connect

Now that you have created the workflow, it’s time to connect Google Sheets with Pabbly Connect. Click on the Google Sheets application in your workflow. A webhook URL will be generated for you to use.

To connect your Google Sheets, open your sheet and navigate to the “Extensions” menu. Click on “Add-ons” and then select “Get add-ons”. Search for “Pabbly Connect Webhooks” and install it. After installation, go back to “Extensions” and select the Pabbly Connect option to set up the webhook.

  • Paste the copied webhook URL into the setup.
  • Set the trigger column as the last data column in your Google Sheet.
  • Click on the “Send Test” button to verify the connection.

Once the test is successful, you will be able to see the data being sent to Pabbly Connect from Google Sheets.

4. Mapping Data from Google Sheets to HubSpot CRM

After successfully connecting Google Sheets, the next step is to map the data to HubSpot CRM using Pabbly Connect. Click on the HubSpot CRM application in your workflow and select the “Connect” button.

You will need to authorize Pabbly Connect to access your HubSpot account. Once authorized, proceed to map the fields from the Google Sheets data to HubSpot CRM fields. This mapping is crucial as it ensures that the correct data is sent to the right fields in HubSpot.

  • Map the first name, last name, and email address from Google Sheets to HubSpot.
  • Ensure that the data is dynamic by using the mapping feature.

After completing the mapping, click on the “Save and Send Test Request” button to verify that the data is correctly sent to HubSpot CRM.

5. Creating Contacts in Bulk in HubSpot CRM

To create multiple contacts in HubSpot CRM, you can use the “Send All Data” option in Pabbly Connect. After setting up the initial workflow and mapping, return to your Google Sheets.

Click on “Extensions” again, select “Pabbly Connect Webhooks”, and then click on “Send All Data”. This action will send all existing customer records from Google Sheets to HubSpot CRM.

Once the process is complete, you will see all the contacts created in HubSpot CRM automatically. This feature of Pabbly Connect saves time and eliminates manual entry errors.

Conclusion

In conclusion, using Pabbly Connect to integrate Google Sheets with HubSpot CRM automates the process of customer data entry. This integration not only saves time but also enhances accuracy in data management.