Automate HubSpot CRM Property Sync to Google Sheets
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Streamline your CRM data management by automatically syncing HubSpot CRM properties to a Google Sheet. This workflow ensures your property data is always up-to-date and easily accessible for analysis and reporting.
About This Workflow
This n8n workflow automates the process of extracting valuable property data from your HubSpot CRM and securely transferring it to a Google Sheet. By connecting to your HubSpot account, it fetches detailed information about your CRM properties, including their creation date, name, label, type, and more. The workflow then intelligently processes this data, adding a 'crm_type' field for better categorization, and transforms it into a structured format ready for storage. Finally, it appends this clean, organized data to your designated Google Sheet, providing a centralized and continuously updated repository for your CRM property insights.
Key Features
- Automated HubSpot Data Extraction: Seamlessly pull property details directly from your HubSpot CRM.
- Intelligent Data Transformation: Automatically categorizes and refines data with a 'crm_type' field.
- Effortless Google Sheets Integration: Appends processed data to your Google Sheet for easy access.
- Customizable Property Mapping: Select and include the specific property fields you need.
- Real-time Data Updates: Maintain an always current record of your CRM properties.
How To Use
- Connect HubSpot: Authenticate your HubSpot account using OAuth2 within the 'Fetch properties from Hubspot' node.
- Define Property Scope: In the 'Fetch properties from Hubspot' node, specify the
objectparameter to define which HubSpot CRM object's properties you want to fetch (e.g.,contacts,companies). - Add CRM Type: The 'Define crm_type' node automatically assigns the fetched object type as 'crm_type' to each property record and cleans up unnecessary fields.
- Prepare for Sheet: The 'Split results' node separates the individual property records for processing.
- Transform Data: The 'Transforms the results' node ensures the data is in the correct format for the Google Sheets node.
- Configure Google Sheets: In the 'Append to Google Sheet' node, authenticate your Google account, select your desired spreadsheet and worksheet, and map the incoming fields to the correct columns in your sheet.
Apps Used
Workflow JSON
{
"id": "5a2236c6-0a61-4560-ac35-326f426e88a2",
"name": "Automate HubSpot CRM Property Sync to Google Sheets",
"nodes": 21,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 5a2236c6-0a61...
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