If you use HubSpot for sales and Google Sheets for project management, this automation can save you time and increase productivity. By integrating these two tools, you can streamline your workflow and optimize your business processes.

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You can automatically create a new row in your Google Sheets database every time a new HubSpot deal is created with this playbook. This eliminates manual data entry and tedious copy-pasting, allowing you to focus on growing your business and achieving your goals.

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Let’s set it up!

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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 Autobook saved. If it’s your first time using Bardeen, you will be redirected to install the extension.

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When you run it for the first time, you will be redirected to download the browser extension. If you haven't previously integrated HubSpot and Google Sheets, you will need to do so.

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Bardeen will ask you to specify a Google Sheet.

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Step 2: Run the automation to add new row to Google Sheets, when HubSpot deal is created

Make sure that automation is activated (toggled on).

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Whenever a new deal is created in HubSpot, it is automatically added to your Google Sheets. This automation is especially useful if you want to keep HubSpot as your single source of truth while also taking advantage of the powerful features in Google Sheets.

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Find more Google Sheets integrations, HubSpot integrations, and sales prospecting automations, or edit the playbook to suit your own workflow. 

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Explore more available integration alternatives for both Google Sheets and HubSpot.

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You can also find more about how to automate the lead management process and automate your sales prospecting process.

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