Use Cases
- Automate lead data transfer from CRM to Google Sheets
- Generate real-time sales reports in Google Sheets
- Streamline customer data management across platforms
- Enhance data accuracy by reducing manual entry errors
How It Works
Fetch data from the CRM using an HTTP request Set the required data format for Google Sheets Transfer the formatted data to Google Sheets Update HubSpot with the latest information from Google Sheets
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the API polling node with your CRM endpoint
- 3Set up the data format in the Set node
- 4Connect your Google Sheets account and specify the target sheet
- 5Link the HubSpot node to update customer information
Apps Used
Google Sheets
HubSpot
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation