Overview
Manual contact exports from HubSpot waste time and cause inconsistent data formats. This workflow automates batch fetching and cleaning of contacts, then appends them to a Google Spreadsheet. It eliminates manual drudgery, enforces field consistency, and centralizes data for easy team sharing and analysis.
The Impact
- Stop manual exports. Automate bulk contact fetching from HubSpot.
- Standardize data. Clean and format contacts into uniform rows.
- Centralize info. Append contacts directly to a shared Google Sheet.
- Save time. Cut tedious data prep for sales, marketing, and CRM teams.
Who This Is For
- Sales Teams syncing contacts for offline visits and portable lists.
- CRM Administrators cleaning and normalizing data for analysis and migration.
- Marketing Ops preparing targeted lists for campaigns.
- Data Analysts needing clean, structured customer data.
How It Works
- Fetch Contacts
- Pull a batch of contacts from HubSpot using the "Get Many Contacts" node, retrieving contact data and pagination info.
- Iterate Contacts
- Loop through each contact record with the "Process Each Contact" node.
- Parse Contact JSON
- Extract Name, Email, Company, and Phone from each contact’s JSON, formatting into a single row.
- Append to Google Sheets
- Insert the cleaned row data into the specified sheet of the target Google Spreadsheet.
- Output Summary
- End with execution results including total contacts processed and pagination state.
What You'll Need
Before using this template, make sure you have:
- HubSpot OAuth credentials configured for API access.Google Sheets OAuth credentials with write access to your target spreadsheet.A Google Spreadsheet with a sheet named exactly as specified, containing headers: Name, Email, Company, Phone.
How to Use
- Step 1. Prepare Spreadsheet
- Step 2. Configure Credentials
- Step 3. Set Parameters
- Step 4. Run Workflow
- Step 5. Verify Results
Create a Google Sheet and set the first row headers to Name, Email, Company, Phone. Confirm the sheet name matches your input.
Set up OAuth credentials for HubSpot and Google Sheets within the workflow to enable API access.
Enter SpreadsheetId, SheetName, and optional ContactLimit (1–100) to control data retrieval and destination.
Execute the automation to fetch, parse, and append contacts automatically.
Check your Google Sheet for appended contacts and confirm the workflow summary indicates success.
