I am new here and would appreciate your help understanding basic terms.
I have Google Sheets Excel that updates daily with leads (name, email, phone, etc.). I want to create an application (I think private) to import the data from Google Sheets into HubSpot daily.
I have a few questions:
1. Is every lead in my Google sheet called contact?
2. What API calls should I perform?
3. I am on a free plan, is it possible to do that with this plan?
Yes, this sounds like a good candidate for the Private App authentication method. You might find this HubSpot developer document useful when configuring your Private App.
To answer your questions:
Yes, assuming each lead in your spreadsheet has a unique email address. The HubSpot CRM data model treats each “individual person” as a unique Contact record. The default unique identifier for Contacts is email address. Note that 1 Contact record can have 0 to many email addresses. To learn more about HubSpot’s CRM, you might find this article useful.
You’ll likely be relying on the Search CRM API and the Contacts API. You might like to consider the following logic flow:
Start the processing of each “lead” in your spreadsheet by searching for an existing HubSpot Contact (unique identifier email address):
Hopefully that sets you down the right path. Depending on how much data you’re working with, you may also want to consider batching your create/update requests. See HubSpot API docs (linked above) for more information on how to achieve this.
I hope this proves useful. Please let me know if you have any follow-up questions.
Yes, it’s possible to create/update a batch of Contacts
(up to 100 per request)
. Within the HubSpot CRM Contacts API documentation, click the “Endpoints” tab, then scroll down until you see “Create a batch of contacts” and “Update a batch of contacts”. Here’s an example of each:
Yes, in HubSpot terms, leads like the ones in your sheet would map to Contacts. You can use the Contacts API to create/update them, but on the free plan, you’ll hit some rate limits. If you don’t want to manage the API calls yourself, Skyvia can handle the daily sync from Google Sheets to HubSpot without much setup.