HubSpot Integrations: Using Zapier to update HubSpot contacts

Here's a hack for when contacts can't be updated directly in your CRM - for example, if you have contacts in common with a partner and they can't have access to your platform.

Zapier allows you to automate the process of creating and updating CRM contacts from a spreadsheet. By setting up a Zap (an automated workflow) with Zapier, you can connect your spreadsheet and CRM system.

The basic need to knows:

  • Ensure you have a labelled spreadsheet in Google Sheets with contact information. Zapier won't work without column headers.
  • Include all the key contact information you'd track in HubSpot, i.e email address.
  • Make sure you have the right user settings in HubSpot to authorise the integration.

1. Set up your Google Sheets trigger:

  • Select Google Sheets as the app and "New or Updated Spreadsheet Row" as the event.
  • Connect your Google Sheets account to Zapier if not already done.
  • Choose the specific spreadsheet and worksheet you want to use.
  • Choose "any_column" for new rows to trigger the Zap.
  • Test the trigger to ensure it finds the desired data.

Screenshot 2023-07-06 at 11.14.56

2. Configure your HubSpot search action:

  • Choose HubSpot as the app and "Find Contact" as the event.
  • Connect your HubSpot account to Zapier if not already done.
  • Specify the property value to search for (e.g., email address).
  • Map this from your Google Sheet to HubSpot.
  • Customise the new contact record if it doesn't exist yet.
  • Test again by clicking test action.

3. Set up the update action:

  • Select HubSpot as the app and "Update Contact" as the action.
  • Choose the Object ID from the search step as the identifier for the contact to update. We suggest email address.
  • Customise the contact properties you want to update in HubSpot.
  • Test again by clicking test action.
  • Check a HubSpot contact record to confirm everything works.



Author: Bridget Reid 

Principal Marketer