Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To begin integrating Google Sheets with HubSpot CRM, you first need to access Pabbly Connect. You can do this by navigating to pabbly.com/connect in your web browser. This platform enables you to automate workflows seamlessly.

Once on the Pabbly Connect homepage, you’ll see options for signing in or signing up. If you’re a new user, click on the “Sign Up Free” button to create your account. Existing users can simply log in. The free plan allows you to execute 100 tasks monthly, giving you a chance to explore the platform.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will land on the dashboard. Click on the “Create Workflow” button to initiate a new automation process. You can use the quick builder feature, which simplifies the setup by allowing you to enter a prompt.

  • Enter the prompt: “Connect Google Sheets to HubSpot CRM”.
  • Select the trigger as “New or Updated Spreadsheet Row”.
  • Choose the HubSpot CRM action as “Create a Contact”.

After entering the required information, approve the workflow to proceed. Now, both applications are integrated, and you can start mapping data from Google Sheets to HubSpot CRM.

3. Setting Up the Webhook URL in Google Sheets

Next, you need to set up the Webhook URL in Google Sheets to facilitate data transfer to Pabbly Connect. Go to your Google Sheet, which should contain your leads, and locate the “Extensions” menu. Select “Add-ons” and then click on “Get Add-ons”.

Search for “Pabbly Connect Webhooks” in the Google Workspace Marketplace. If it’s not installed, make sure to install it first. After installation, return to the “Extensions” menu, select “Pabbly Connect Webhooks”, and click on “Initial Setup”. Here, you will enter the Webhook URL provided by Pabbly Connect.

  • Paste the Webhook URL in the designated field.
  • Set the trigger column to the last column of your data.

Once you submit this setup, your Google Sheet will be ready to send data to Pabbly Connect automatically.

4. Testing the Integration with Sample Data

With the Webhook URL configured, it’s time to test the integration. Go back to your Google Sheet and enter a new lead. For instance, input the first name as “Demo”, last name as “User”, email as “[email protected]”, and add a phone number.

After entering the data, you can send this test data to Pabbly Connect by clicking on the “Send Test” button. Once you send the test, switch back to your Pabbly Connect dashboard to check if the data was received successfully. You should see the response containing all the fields you just filled in.

5. Finalizing the Automation to HubSpot CRM

After confirming that Pabbly Connect received the test data, the next step is to finalize the automation. Go back to the Pabbly Connect workflow and select HubSpot CRM. You will need to create a new connection if you haven’t done so already.

Once connected, you will see fields for mapping. This is where the magic of Pabbly Connect happens. Mapping allows you to dynamically insert data from Google Sheets into HubSpot CRM without manual entry. Select the corresponding fields from the Google Sheets response for email, first name, last name, and phone number.

  • Map the email field from the Google Sheets response.
  • Map the first name and last name fields.
  • Map the phone number field.

Once all fields are mapped, click on “Save and Send Test Request”. After refreshing your HubSpot CRM contacts page, you should see the new lead created successfully, demonstrating the seamless integration facilitated by Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the integration of Google Sheets and HubSpot CRM using Pabbly Connect. By following the steps outlined above, you can streamline your lead management process and eliminate manual data entry, ensuring efficiency in your business operations.