Need Help Migrating Google Sheets Onboarding Workflow to HubSpot

[HighPerformer]

Hi HubSpot Community,

Currently managing our onboarding workflow through Google Sheets, tracking:

- MRR Backlog

- Installation dates

- Project status

- Customer onboarding progress

Looking to migrate everything into HubSpot for better automation and accuracy. 

Questions:

1. What's the best way to structure this in HubSpot?

2. What's the recommended migration approach?

[AllanFormigoni]

Regarding structuring this process in HubSpot, here’s a step-by-step guide on how to use Arrows onboarding plans within your HubSpot account.

Happy to help if you have any questions!

[DianaGomez · Accepted solution]

Hi @HighPerformer,

Thanks for reaching out to the Community!

Just to confirm, are you looking to import the data you have in Google Sheets into HubSpot, or would you be more interested in syncing both platforms?

If it’s the first option, I recommend starting by checking if the necessary fields exist in your HubSpot account. For example, make sure "Installation Dates" is a property in HubSpot so that the mapping process will be straightforward. If the properties do not exist, you can create them. Here, you will find the steps for performing the import.

However, if you are more interested in a sync between both platforms, the Google Sheets Connector allows for a seamless two-way synchronization between HubSpot and Google Sheets, enabling you to update your HubSpot data directly from your sheets. To see this feature in action, you can visit the Superjoin website, where you can explore an interactive demo that illustrates how to effectively update your HubSpot data. If you have additional questions about the integration, I recommend reaching out to Superjoin directly.

Let me know if I’ve understood your request correctly, and if not, please provide more details so I can continue researching the best solution for you.

Thanks!

Diana