Client Data Management Workflow for HubSpot and Google Sheets

• Automate client data retrieval from HubSpot to Google Sheets
• Send email notifications for updates in client information
• Manage client records efficiently with automated data synchronization

Trigger the workflow manually or via another workflow Retrieve a list of owners from HubSpot Fetch client data associated with each owner Update or create entries in Google Sheets based on client data Check for new posts and positions, sending email notifications if changes are detected

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the HubSpot OAuth2 credentials for data access
3. 3
   Set the Google Sheets credentials for data storage
4. 4
   Update the email and sheet link in the 'Set data here' node
5. 5
   Run the workflow to test the data retrieval and synchronization