New HubSpot Deal ➝ Zapier ➝ Sheets (Beginner)
In this video, you'll learn how to integrate HubSpot and Google Sheets using Zapier, enabling you to automatically create a new row in a spreadsheet every time a deal is added in HubSpot, simplifying your data management tasks. ➝ I'm guessing you're already using HubSpot, but if not, try it for free: https://trfc.co/hubspot
-- Chapters --
00:00 Introduction to HubSpot and Google Sheets Integration
00:20 Setting Up a New Zap in Zapier
01:03 Adding Additional Properties and Retrieving Records
01:25 Understanding and Finding Associations
02:15 Mapping Contact and Company Details
02:38 Selecting the Correct Worksheet in Google Sheets
03:02 Handling Multiple Contacts and Companies
03:27 Finalising Data Mapping to Google Sheet Columns
04:27 Publishing the Zap
05:13 Conclusion
😎 Try HubSpot for free: https://trfc.co/hubspot
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-- Video Summary --
*Introduction to the Integration*
Explained the aim to create a zap that links HubSpot deals with Google Sheets.
Displayed a demo Google Sheet where test runs had been conducted.
Clarified that the aim was to have deal details from HubSpot automatically populate a new row in Google Sheets.
*Setting up the Zap in Zapier*
Demonstrated how to start by creating a new zap.
Entered the command to integrate a new HubSpot deal with a Google Sheet row.
Selected the HubSpot account and discussed the default properties, adding any additional properties necessary like 'deal stage'.
*Retrieving Associated Data*
Explained how to retrieve associated contact or company information that is not included by default with the deal.
Briefly mentioned previous videos that cover associations for those unfamiliar.
Showed how to use deal ID to get related contact and company information.
*Configuring Google Sheets*
Illustrated how to choose the appropriate Google Sheet and worksheet.
Demonstrated how to map HubSpot properties to Google Sheet columns, adjusting for deals with multiple associated contacts or companies.
Shared a tip about using separate columns for important data like first name, last name, and email.
*Final Adjustments and Testing*
Displayed how to map additional fields, like amount closed, deal stage, and create or modify dates.
Conducted a test to show data flowing through, acknowledging date format conversion issues and providing a brief fix within Google Sheets.
Mentioned the possibility of formatting dates using Zapier, with a promise to cover that in another video.
*Publishing and Wrap-up*
Summarised the final steps in publishing the zap and the necessity of conducting another test run for fine-tuning.
Pledged to cover more complex scenarios, such as updated deals, in future videos.
😎 Try HubSpot for free: https://trfc.co/hubspot
-- Stuff --
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-- Terrific --
https://terrific.digital
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