Automate HubSpot Client Data Sync with Google Sheets
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Seamlessly export your HubSpot client data, organized by owner, directly into a Google Sheet. This workflow automates the process of fetching and consolidating contact information, making sales management more efficient.
About This Workflow
This n8n workflow is designed to automate the process of retrieving and organizing your HubSpot CRM contact data. It begins by fetching a list of all owners within your HubSpot account. For each owner, it then queries the HubSpot API to retrieve a list of their associated contacts. The workflow intelligently handles pagination to ensure all contacts are fetched, even for owners with a large client base. Finally, it consolidates all the retrieved client data, making it readily available for further processing or export. This is particularly useful for sales teams needing to regularly review and manage client relationships on a per-owner basis.
Key Features
- Automated Client Data Retrieval: Automatically fetch contact details from HubSpot.
- Owner-Based Organization: Segregate client data based on their assigned HubSpot owner.
- Pagination Handling: Ensures all contacts are retrieved, regardless of the number.
- Customizable Data Fields: Select specific contact properties to export (e.g., name, email, LinkedIn).
- Manual Trigger: Easily initiate the workflow with a single click.
How To Use
- Connect HubSpot: Ensure your HubSpot account is authenticated with n8n using the HubSpot API credential.
- Configure 'Get list of owners': This node will automatically fetch your HubSpot owners. No configuration needed beyond selecting your credential.
- Configure 'Get list of clients for owner':
- The
urlis pre-configured to the HubSpot contacts search API. - The
jsonBodyis set up to filter contacts byhubspot_owner_id. You'll need to ensure theownerIdis passed correctly from the previous node. - The
propertiesarray allows you to specify which contact fields to retrieve. Customize this as needed. - The
limitis set to 200 contacts per API call, and pagination is handled by theafterparameter which is dynamically updated.
- The
- Configure 'Edit' node: This node initializes pagination variables. Set
sofarto0andresultsto an empty array. - Configure 'Increment Page' node: This node dynamically updates the
sofarvariable to control pagination for the next API call. It adds the number of results from the previous call to the currentsofarvalue. - Configure 'If' node (pagination check): This node checks if all client records for an owner have been retrieved. If the
sofarvalue is greater than or equal to thetotalnumber of results, the workflow branch will stop. Otherwise, it continues to fetch more pages. - Configure 'Merge al the entries' node: This JavaScript node concatenates all the paginated results into a single array.
- Configure 'Split Out1' node: This node splits the merged results array into individual items for further processing or output.
- Configure 'If linkedin url is empty' node: This node checks if the
linkedinURLfield for a contact is empty. You can add actions in the 'No' branch to handle this (e.g., attempt to find the LinkedIn URL). - Configure 'if new post' node: This node is designed to compare a value from a previous step (likely fetching a 'last post' from another source) with a stored value. You'll need to connect and configure the preceding nodes ('Get rows from document' and 'Set last_post') to enable this comparison.
- Trigger the Workflow: Click the 'Test workflow' button in the manual trigger node to execute the automation.
Apps Used
Workflow JSON
{
"id": "c2a24b7c-1b9c-4d0b-87b5-2c25bc2488ff",
"name": "Automate HubSpot Client Data Sync with Google Sheets",
"nodes": 15,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: c2a24b7c-1b9c...
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