Add Update Customers From Sheet To Hubspot

Sync customer data from Google Sheets to HubSpot seamlessly.

Integrations Used

About

This workflow automates the process of updating customer information from a Google Sheet to HubSpot. It reads customer data from a specified Google Sheet, checks if the customer already exists in HubSpot, and either updates existing entries or creates new ones. This is particularly useful for sales and marketing teams looking to maintain up-to-date CRM records without manual input. Ideal for businesses that rely on Google Sheets for data collection but require integration with HubSpot for customer relationship management, this automation enhances data accuracy and saves time.

How to use this template

Ensure you have access to the Google Sheet containing the customer data and necessary permissions for HubSpot API access.
Set up the workflow trigger by configuring the HTTP endpoint to initiate data retrieval from the Google Sheet.
Define the range and sheet name for the Google Sheets Read Activity to specify which data to process.
Implement the function that checks if a customer exists in HubSpot using the provided JavaScript function.
Configure the if-else logic to determine whether to update or create a customer record in HubSpot.
Run the workflow to automate the sync process. This setup allows both technical and non-technical users to ensure data is consistently synchronized across platforms.

FAQs

What happens if a customer does not exist in HubSpot?

The workflow will create a new customer record in HubSpot.

Can I customize the data range in the Google Sheet?

Yes, you can specify the data range and sheet name in the Google Sheets Read Activity settings.