Bardeen Enrichment
Google Sheets
HubSpot
Workflow Template

Enrich contact information in a Google Sheet and create or update HubSpot contacts

This Playbook will enrich contacts in a Google Sheets spreadsheet. It will then create contacts in HubSpot with the information or update existing contacts with new information
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Get table from Google Sheet
Action
Get column from table
Action
Convert Text to email addresses
Action
Get a person's data from email address
Action
Convert to text
Action
Update or add rows in/to a tab
Action
Create HubSpot Company
Action
Create HubSpot Contact
Action

How does this automation work?

Run this Bardeen Enrichment automation with Bardeen in minutes.

How to run the workflow

Manually updating contact information across multiple platforms can be a real headache. This automation seamlessly enriches your contacts stored in Google Sheets, then effortlessly syncs them with HubSpot.

No more wasting time bouncing between spreadsheets and CRM platforms, trying to keep everything in order. With this automation in your toolkit, you can kiss goodbye to the pain points of manual data entry and outdated information.

Whether you're a sales whiz looking to supercharge your lead generation efforts or a marketing guru aiming to personalize your campaigns, this playbook has got you covered. Imagine the time and energy you'll save by automating these tasks.

So, let's simplify your workflow and elevate your productivity. Let our playbook handle the heavy lifting while you focus on building meaningful connections and growing your business.

Let’s set it up!

Step 1: Create or choose a database with names and email addresses

The first step is to create or specify a Google Sheet with contact information.

Bardeen will use the names and email addresses to obtain from Apollo.io. It will then enrich these contacts and update the Google Sheet with new information. Make note of the columns in your sheet. We will need this information during the playbook setup process.

Step 2: Install the extension and run the playbook

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, HubSpot and Apollo.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. 

You will be asked to specify the Google Sheet that contains your contact’s email. Bardeen will also ask you to enter the column names that contain your contacts’ names and email addresses. 

After you choose the database and columns, click on “Save Input” and checkmark Google Sheets and the column names. This will save you time from setup in the future.  You can edit Inputs later by hovering over the playbook. 

Step 3: Start saving!

To enrich your contacts, activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and run this playbook. It will use Apollo.io to enrich the contacts and update the rows in your Google Sheet with new information like LinkedIn profile, headline, photo, Twitter link and much more.

And then it will then create contacts in HubSpot with the information or update existing contacts with new information.

You can also edit the playbook and add your next action to further customize the automation.

You can also find more about how to increase your personal productivity and automate your sales workflow.

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Enrich contact information in a Google Sheet and create or update HubSpot contacts
Enrich contact information in a Google Sheet and create or update HubSpot contacts
Enrich contact information in a Google Sheet and create or update HubSpot contacts
Types:
Both
Actions
Triggers
Delete a task in HubSpot
Delete a task in HubSpot
Action
Get HubSpot Product
Get HubSpot Product
Action
When new row is appended
When new row is appended
Trigger
Update or add rows in/to a tab
Update or add rows in/to a tab
Action
Create new spreadsheet tab
Create new spreadsheet tab
Action
Find Google Sheets
Find Google Sheets
Action
Update task in HubSpot
Update task in HubSpot
Action
Find notes in HubSpot
Find notes in HubSpot
Action
When HubSpot Company is created
When HubSpot Company is created
Trigger
Create HubSpot Company
Create HubSpot Company
Action
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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.

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