In today's fast-paced digital world, managing customer relationships efficiently is crucial for any business. However, keeping track of contacts across multiple platforms can be a time-consuming task, leading to potential errors and missed opportunities. That's where this automation comes to the rescue!
Imagine a seamless solution that effortlessly syncs your HubSpot contacts with Google Sheets, providing you with a centralized and up-to-date contact list with just one click. No more manually copying and pasting information, no more worrying about outdated data. This playbook is designed to simplify your workflow and enhance productivity.
Say goodbye to the hassle of searching for contact details in different platforms, struggling with data inconsistencies, and wasting valuable time on tedious administrative tasks. By automating the process of copying HubSpot contacts to Google Sheets, you can focus on what truly matters—building strong customer relationships and driving business growth.
Whether you're a sales professional looking to streamline your lead management or a marketing expert aiming to segment your contacts effectively, this automation will be your ultimate ally in conquering the challenges of contact management.
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets.
Click on the playbook card, and the setup flow will start. You will be asked to specify a Google Sheets spreadsheet. You can choose an existing sheet or create one from scratch.
Click on “Save Input” and checkmark Google Sheets. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Whenever you want to have a copy of all your HubSpot contacts in Google Sheets, activate Bardeen (or hit OPTION + B) and run this playbook.
Bardeen will extract information from HubSpot like ID, first name, last name, company, e-mail address, phone number, website and HubSpot link. It will then save all this information to the Google Sheets spreadsheet that you specified in step #1.
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me at least 1 hour every day. It used to take me a significant amount of time to scrape leads from various platforms manually.