I'm looking for help with getting data from a Google Sheet to sync to HubSpot. I've had sucess syncing the opposite direction, but have not yet found anything that shows how to go form Sheets to HubSpot.
We have a credit based model, where a customer buys x number of credits and can use them over the course of a year. We currently track credit usgae by having our client services team fill out a HubSpot form. Our BizOps team pulls the number of and our product team creates a custom product for the client based on the form submission. We ran into an issue where our product team was not receiving enough information. We ended up creating a sheet that takes in additional information. Ideally, we can consolidate the form request and Sheet.
We could either build a much larger version of the form or do everything in Google Sheets, assuming there is a way to sync fields. The challenge with the form is that it is static, so if someone enters incorrect information, then we have to find a way to manually change the initial request. If we could sync from a Google Sheet, we would only need to pull a few basic pieces of information into HubSpot.
Has anyone managed to sync info from a Google Sheet into HubSpot?
Your spreadsheet would need to contain the contact id in it so it could identify the specific contact to update. And then any fields you want it to update.
I found this third-party integration in our marketplace that states it offers two-way sync capabilities. You can reach out to the integration builder here to see if their integration would meet your needs. Zapier and Unito also offer bi-directional sync.
I also would like to invite our subject matter experts to this conversation.