Workflows

Add data to Google Sheets with workflows (BETA)

Last updated: October 15, 2020

In Beta

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

Use the Create Google Sheet row action to send data from HubSpot properties to your spreadsheet. Each action can add up to 10 cells of data per row. For example, you can use this action to send contact data from new leads to a spreadsheet for your sales outreach team.

To use the Create Google Sheet row action, you'll first need to connect the Google Sheets app to the workflows tool. To connect the app:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a workflow or create a new workflow.
  • Click the plus icon + to add a workflow action.
  • In the right panel, click the Connect an app tab. Then select Google Sheets Extension. 

    google-sheet-extension
  • In the dialog box, click Sign in with Google. A login box will appear where you can then log in to the desired Google account. 

The Create Google Sheet row action will now appear in the Choose an action tab of the right sidebar. To add this action to your workflow:

  • In the workflow editor, click the plus icon + to add a workflow action.
  • In the right sidebar, select Create Google Sheet row.
  • Enter the Spreadsheet ID for the spreadsheet you want to add data to. The ID is the string of numbers and letters contained within the URL of the Google Sheet. 

    google-sheet-id
  • Select which sheet you want to add data to. The Sheet field refers to the tabs at the bottom of your spreadsheet.
  • Select which columns you'll be adding data to and which properties you'll send data from. You can add up to 10 per action:
    • In the Header dropdown menu, select the header of the column you want to add data to.
    • In the Property dropdown menu, select which property you want to pull data from. 
  • Click Save.