Integrations used
Time saving
2 min
Action
Add
description
This automation will add a new row to Google Sheets when a HubSpot deal is created.
playbook Template
Add new row to Google Sheets, when HubSpot deal is created
This automation will add a new row to Google Sheets when a HubSpot deal is created.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
This is some text inside of a div block.
This is some text inside of a div block.
How does this automation work?
When a new Deal is created
Trigger
Add data to sheet tab
Action
Bardeen's workflow automation seamlessly integrates HubSpot with Google Sheets, enabling sales teams to instantly transfer valuable deal information. By automating the addition of new rows to Google Sheets upon the creation of a deal in HubSpot, sales professionals can focus on relationship building rather than data entry. This automation ensures your Google Sheets are always up-to-date with the latest HubSpot deal information, allowing for real-time sales tracking and analysis.
Here's how this workflow adds a new row to Google Sheets when a HubSpot deal is created:
- Step 1: HubSpot Deal Creation - When a new deal is created in HubSpot, this triggers the workflow. HubSpot is well-known for its comprehensive customer relationship management system, designed to enhance sales efficiency.
- Step 2: Add Row to Google Sheets - The deal details are then automatically added as a new row in the specified Google Sheet. Google Sheets is a powerful tool for organizing and analyzing data, accessible from any device.
How to run the playbook
If you use HubSpot for sales and Google Sheets for project management, this automation can save you time and increase productivity. By integrating these two tools, you can streamline your workflow and optimize your business processes.
You can automatically create a new row in your Google Sheets database every time a new HubSpot deal is created with this playbook. This eliminates manual data entry and tedious copy-pasting, allowing you to focus on growing your business and achieving your goals.
Let’s set it up!
Step 1: Set up the automation and integrate Google Sheets and HubSpot
Click the “Try it” button at the top of this page to get this Autobook saved. If it’s your first time using Bardeen, you will be redirected to install the extension.
When you run it for the first time, you will be redirected to download the browser extension. If you haven't previously integrated HubSpot and Google Sheets, you will need to do so.
Bardeen will ask you to specify a Google Sheet.
Step 2: Run the automation to add new row to Google Sheets, when HubSpot deal is created
Make sure that automation is activated (toggled on).
Whenever a new deal is created in HubSpot, it is automatically added to your Google Sheets. This automation is especially useful if you want to keep HubSpot as your single source of truth while also taking advantage of the powerful features in Google Sheets.
Find more Google Sheets integrations, HubSpot integrations, and sales prospecting automations, or edit the playbook to suit your own workflow.
Explore more available integration alternatives for both Google Sheets and HubSpot.
You can also find more about how to automate the lead management process and automate your sales prospecting process.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
.svg)
Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
.svg)
Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
.svg)
Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
![How to Scrape LinkedIn Data [+10 Tools to Use]](https://cdn.prod.website-files.com/662fbf69a72889ec66f07686/66d8e0f9065e7bfeb1e506a5_Linkedin_Scraping.webp)
The #1 AI Automation Extension for Chrome
FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.