- How to automatically create or update a HubSpot record whenever a new row is added to Google Sheets
- 1. Set the Google Sheets trigger as “New row added”
- 2. Add the “Create or update record” step in HubSpot
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Google Sheets
- Related blog posts
- More how-to guides featuring HubSpot and Google Sheets
How to automatically create or update a HubSpot record whenever a new row is added to Google Sheets
Google Sheets > HubSpotSpreadsheet added to folder
Create or update recordSet the Google Sheets trigger as “New row added”
A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.
Add the Google Sheets trigger to initiate your playbook's actions every time a new row is added. Click "Add trigger" in your playbook and choose "New row added" from the dropdown menu under Google Sheets.
If you still need to connect your Google Sheets account to Relay.app yet, a prompt will guide you through the process.
Add the “Create or update record” step in HubSpot
Integrate HubSpot automation into your workflow to automatically create or update a HubSpot record whenever a new row is added to Google Sheets.
Click the "Add step" button, locate the "Create or update record" automation for HubSpot, and input the mandatory and relevant details.
If your HubSpot account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.
Activate your playbook
Activating the playbook is the last step in the process. Once you turn it on, it will automatically create or update a HubSpot record whenever a new row is added to Google Sheets without manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
