Use Cases
- Import customer data from CSV files into HubSpot
- Automate the mapping of fields during data import
- Validate and synchronize data between Google Sheets and HubSpot
- Streamline data entry processes for marketing and sales teams
How It Works
User uploads a CSV file through a form Extracts the first line of the file to define fields Validates the presence of required fields Prompts for field mapping if necessary Appends validated data to Google Sheets Uploads the data to HubSpot
Setup Steps
- 1Import the workflow template
- 2Upload a CSV file using the provided form
- 3Define the fields based on the first line of the CSV
- 4Map any missing fields as prompted
- 5Run the workflow to import data into HubSpot
Apps Used
HubSpot
Google Sheets
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#data extraction