Sync HubSpot Deals to Google Sheets Automatically

How does this playbook work?

This workflow automatically adds new HubSpot deal details to a Google Sheets row, streamlining sales reporting without manual entry.

Inputs

HubSpot integration setup
Google Sheets access and specific tab details

outputs

Google Sheets updated with new row

This automation seamlessly adds new HubSpot deal details to a Google Sheets row whenever a deal is created. It's designed for sales and marketing professionals looking to synchronize their CRM data with their spreadsheet reports automatically.

How it works:

**Trigger:** The workflow is triggered when a new deal is created in HubSpot.
**Action:** It then appends a new row in a specified Google Sheets tab with details of the deal, including 'Deal Name', 'Deal Stage', 'Amount', and 'Close Date'.

This process ensures your Google Sheets reports are always up-to-date with the latest deal information from HubSpot, eliminating the need for manual data entry.

Pro Tip: You can customize this workflow to include additional deal details or integrate with other CRMs like Salesforce or Pipedrive.

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Step 1: Install the Bardeen App

To start, ensure you have the Bardeen app installed on your device.

Step 2: Navigate to the Magic Box

Open the app and go to the Magic Box. Input the following prompt:

Add new row to Google Sheets, when HubSpot deal is created

Step 3: Integrate the Workflow Integrations

Set up integration with both HubSpot and Google Sheets. This will allow the workflow to access your HubSpot deals and update your Google Sheets accordingly.

Step 4: Run the Workflow

With everything set up, run the workflow. This workflow performs the following actions:

Automatically triggered when a new deal is created in HubSpot.
Upon triggering, it adds a new row to a specified Google Sheet with details of the HubSpot deal, including Deal Name, Deal Stage, Amount, and Close Date.

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How Can I Automatically Update Google Sheets with HubSpot Deals?

HubSpot to Google Sheets Integration

Integrating HubSpot with Google Sheets enables professionals to automate the process of syncing deal data, ensuring that spreadsheets are always up-to-date with the latest CRM information. This integration can be achieved through native HubSpot functionality or through third-party automation tools like Coupler.io. Both methods have their unique advantages and can be selected based on the frequency of exports and the level of customization required.

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Manual Export of HubSpot Deals

The manual method involves exporting deals directly from HubSpot. This process starts by navigating to the "Sales" tab, selecting "Deals", and then using the "Actions" button to customize and export deal data. The advantage of this method is the ability to customize which deal properties to export, such as deal name, stage, close date, and owner. However, this method can be time-consuming and prone to errors, especially when dealing with large volumes of data.

Automating HubSpot Deal Exports

For more frequent exports, automating the process with a tool like Coupler.io is recommended. Coupler.io facilitates the automatic export of deals from HubSpot to Google Sheets, Excel, or data visualization tools. This method not only saves time but also minimizes the risk of human error. With Coupler.io, users can schedule exports to ensure that their reports always contain the most current data without manual intervention.