HubSpotYou can upload Google Sheets data towithout downloading CSV files or using the manual import wizard. Direct spreadsheet-to-CRM integration eliminates the time-consuming download and upload process entirely.
Here’s how to set up automated data transfer that runs without any manual file handling or import steps.
Transfer Google Sheets data directly to HubSpot using Coefficient
Coefficientcreates a direct connection between your Google Sheets and HubSpot that bypasses the manual CSV workflow completely. Your spreadsheet data flows straight into your CRM on whatever schedule you choose.
How to make it work
Step 1. Connect your Google Sheets directly to HubSpot.
Install Coefficient and open your spreadsheet. In the sidebar, go to “Connected Sources” and add both your Google Sheets and HubSpot accounts. This establishes the direct connection that eliminates file downloads.
Step 2. Configure automatic field mapping between platforms.
Set up your export with automatic field mapping between Google Sheets columns and HubSpot contact properties. Choose INSERT for new contacts or UPDATE for existing ones. The system saves these mapping preferences for future transfers.
Step 3. Schedule automated runs for continuous data flow.
Set your exports to run hourly, daily, or weekly based on how current you need your HubSpot data. Add conditional logic to only export relevant data changes, like new rows or updated information since the last sync.
Step 4. Enable error handling and notifications.
Turn on automated alerts to get notified when transfers complete successfully or encounter issues. This gives you visibility into your data flow without having to manually check import status.
Eliminate manual CSV workflows permanently
Set upDirect Google Sheets to HubSpot integration transforms a manual, error-prone process into a fully automated system that requires no ongoing intervention.your automated contact import system today.