I currently have a google sheets file that is constantly being updated with new emails and names. I am wondering if there is a way to upload this file to Hubspot and add it to a workflow. The workflow would send an email to the new email address everytime there is a new one added. Is there a function or way to do this in Hubspot?
Hi @CSirmans,
Workflows can automatically enroll contacts from a list or from specific sources, so the challenge is simply making these contacts available in HubSpot.
One way to do that would be via Zapier, using a newly added row in a Google Sheet as a trigger and creating/updating a contact record as the action: Use HubSpot's integration with Zapier
When doing so, you can either pass on a property value that lets you identify them easily (e.g. a single checkbox) or you could look up the Original source values of these records and use them to enroll contacts in your workflow. Understand Original and Latest traffic source properties
Best regards!
not helpfull at all, i just need to know how to upload prospective clients as a xl file.
I cant get a straight answer . I’m pointed to some other article
You can try Coefficient Add-on for Google Sheets for this usecase. It connects your Sheets and HubSpot to push and pull data between them. You can setup refreshes and writebacks to automate it.
Hey @TDavis70 - is the Excel sheet being updated automatically? Do you need that list to be uploaded in real-time to Hubspot to send emails?