i am kinda desperate because i find the information nowhere. we need to automate our emails but it needs to follow a logic process because the emails vary on the decision of every step in the process aplication of our customers. we recieve their form directly into our googlespreadsheet and from that we follow up the processes and acordingly the emails responses.
can someone tell me please:
a) if it is possible to make this conection between our googlespreadsheets (where we received the first contact information and HubSpot and then follow up the processes into hubspot ? or
b) would be better or possible to send directly the first conection or process the form of our clients direclty to Hubspot and then create the processes?
c) any of the options mentioned below is posible, maybe because hubspot work directly with determined setups and do not reach this level of kinda " high personalized automation"
i hope you can save my life with our knowledge ! appreciate your time!
Can you please provide a bit more context? Can you describe a bit more in detail which information you have in the Google Sheet and what kind of emails you would like to send (amount, timing etc)?
Which HubSpot subscription level are you on? If you’re using the free CRM, email automation is not going to be possible. Email automation requires a Marketing Hub Professional subscription: Send automated emails in workflows
The Google Sheets integration mentioned by @aalbert1 helps with sending data from HubSpot to a Google Sheet, not using data from a Google Sheet to update contacts. From what you’re describing, I don’t think this would help here: HubSpot Marketplace
It is possible to update HubSpot records with information from Google Sheets, for example using Zapier. However, this would still not allow you to send automated email in the free CRM. If upgrading to Marketing Hub Professional is an option, let me know and I’ll happily guide you through the process, avoiding typical pitfalls.
hi Karsten, regarding the email sending. is there a way how I can send email to specific email once lets say we change deal stage. I don’t want to send email to contact of deal (at least not all). We use sales proffesiíonal. Context we are sales agency and once we set meeting for our customer i want to notify him that we set meeting for him with details about deals. I figured i can do this with zapier but since hubspot allow send data to google sheet (where we also provide same info like we wanna send via email) curious if i can do it in hubspot workflow. There is communication but as option there is send to all contact connected to deal.
Hey @Ceciliacespedes - agree with @karstenkoehler’s suggestion. Zapier is easy to set up and operate. Only downside to that would be cost at scale. If you’re scaling up, Zapier costs a bomb.
I’ve been using Superjoin as an alternative. It’s a Google Sheets data connector & Works exactly like Zapier in this case. You can push data back from Google Sheets to Hubspot and have contacts updated/created every time a new row is created.
a) Yes, you can connect Google Sheets to HubSpot using a tool like Coefficient from HubSpot’s marketplace. It lets you sync form data from Sheets into HubSpot, so you can run workflows and send emails based on your custom logic. It’s also a 2-way sync between Sheets and HubSpot.
b) It could be cleaner to send the form data directly into HubSpot, but it depends on why the process is setup to begin this way.
c) HubSpot can handle personalized automation, and it’ll work best when your data is structured. If your logic is easier to manage in Sheets (which it seems so), syncing with Coefficient gives you flexibility without rebuilding everything in HubSpot.
You can also use Skyvia for this task as an easy solution. It can sync data from Google Sheets to HubSpot, and then you can trigger actions based on that data. This way, you can follow your process logic and automate email responses as needed without manual steps. You can learn more about this integration here.