Integrations used
Time saving
2 min
Action
Add
description
This automation will add a new row to a Google Sheets spreadsheet, whenever a HubSpot contact is created
Saves at least
2 min
Add
a new row to Google Sheets, when HubSpot contact is created
playbook Template
Add a new row to Google Sheets, when HubSpot contact is created
This automation will add a new row to a Google Sheets spreadsheet, whenever a HubSpot contact is created
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
When a new Contact is created
Trigger
Convert to text
Action
Add data to sheet tab
Action
Automating the flow of data between HubSpot and Google Sheets can significantly expedite contact management and enhance sales prospecting processes. This playbook is designed to alleviate the repetitive task of data entry by automatically creating a new row in a Google Sheets spreadsheet whenever a new contact is created in HubSpot. Ideal for sales professionals and businesses looking to maximize efficiency, this workflow ensures that your Google Sheets records are always up to date with the latest HubSpot information, allowing for real-time data analysis and faster decision-making.
Here's how this workflow automates data entry from HubSpot into Google Sheets:
- Step 1: HubSpot Contact Creation - As soon as a new contact is created in HubSpot, the workflow triggers automatically. HubSpot is renowned for its CRM capabilities in managing sales and customer relationships.
- Step 2: Convert Contact Information - The contact's details are converted into a text format to ensure compatibility with Google Sheets' format. This step prepares the data for transfer.
- Step 3: Add Row to Google Sheets - Finally, the contact information is added as a new row in your specified Google Sheets spreadsheet. Google Sheets allows for collaborative data management and analysis.
How to run the playbook
Tired of manually updating your Google Sheets every time a new contact is created in HubSpot? Say goodbye to the hassle with this automation! It effortlessly adds a new row to your Google Sheets spreadsheet whenever a HubSpot contact is created, eliminating the need for tedious data entry.
You can save time and effort by automating this repetitive task, allowing you to focus on building meaningful relationships with your contacts instead.
Whether you're a salesperson managing leads, a marketer tracking campaign performance, or a customer support agent keeping a record of interactions, this automation simplifies your workflow and ensures your data stays up to date.
Let’s set it up!
Step 1: Set up the automation and integrate Google Sheets and HubSpot
Click the “Try it” button at the top of this page to get this automation saved.If it’s your first time using Bardeen, you will be redirected to install the extension.
You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and Google Sheets.
Bardeen will then prompt you to specify a Google Sheets spreadsheet for the contact information. You can choose an existing sheet or create one from scratch.
Step 2: Turn on the automation to add a new row to Google Sheets, when HubSpot contact is created
Make sure the automation is activated (toggled on).
The automation will add a new row to Google Sheets with HubSpot contact information, when a new HubSpot contact is created.
💪 Pro Tip: Pair this automation with our other playbooks like Copy all HubSpot products to Airtable or Copy all HubSpot tickets to Airtable to reach lightning speed!
You can also edit the playbook and add your next action to further customize the automation.
Find more HubSpot and Google Sheets integrations.
You can also find more about how to increase your personal productivity and automate your sales process.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.