This workflow automates the process of updating a Google Sheet with new or updated contacts from HubSpot and then sharing the updated sheet via Slack.
The process begins by retrieving contacts from HubSpot based on a specified list ID. These contacts are then appended to a specified Google Sheet. To easily share this information, the workflow retrieves the Google Sheet to obtain its URL and sends a message to a specified Slack channel with a link to the updated Google Sheet. This workflow is ideal for teams looking to:
Note: This workflow can be customized to match specific data handling and notification needs, supporting various CRMs and communication platforms besides HubSpot and Slack.
Embrace a more connected and automated approach to managing your contacts with this workflow. Ready to simplify your contact management? Install Bardeen and start automating today.
To get started, ensure you have the Bardeen app installed on your device.
Open the Bardeen app and go to the Magic Box. Input the following instruction:
Move HubSpot Contacts to Google Sheet, Share link via Slack
For this workflow to operate seamlessly, integrate with HubSpot for contact data, Google Sheets for storing and managing contacts, and Slack for notifications.
After setting up, execute the workflow. This process involves:
Exporting contacts from HubSpot is a straightforward process. Users with super admin or CRM export permissions can easily export data from a contact record. This export includes current and historical property values, and optionally, data about their associations and activities. For bulk exports or to filter which properties are exported, HubSpot offers a more comprehensive export records feature. This ensures that you can tailor the exported data to meet your specific needs, whether for GDPR compliance or for integrating with other platforms.
Automating this process with Bardeen not only saves time but also ensures that your Google Sheets are always up-to-date with the latest contact information from HubSpot.
Integrating HubSpot with Google Sheets allows for seamless data transfer between the two platforms. By connecting Google Sheets to your HubSpot account, you can use workflow actions to create or update rows in your spreadsheet based on HubSpot properties. This is particularly useful for sending contact data from new leads to a spreadsheet, facilitating easy access and analysis for your sales outreach team. Remember to properly format your spreadsheet and set up unique identifiers to match the data in Google Sheets with the data in HubSpot, ensuring accurate and efficient data synchronization.
Connecting HubSpot to Slack enhances communication and workflow efficiency within teams. By integrating Slack with HubSpot, you can manage records, receive HubSpot notifications in Slack, and even reply to live chat conversations directly within Slack. This integration supports a variety of actions, such as creating tasks, tickets, or notes associated with HubSpot records without leaving Slack. Additionally, you can set up notifications to be received in Slack for reminders, mentions, document views, form submissions, and more, keeping your team informed and responsive to CRM activities in real-time.
With Bardeen, streamline the process of updating Google Sheets with HubSpot contacts and sharing updates via Slack, fostering better collaboration and data management.
With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.
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