How to Sync CRM Data with Google Sheets via n8n

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It is very easy to sync CRM data with Google Sheets via n8n. Here’s a short tutorial on how to do it:

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1. Inside your n8n workflow, tap the 'Add' button to create a new step.
2. After that, head over to the right-hand panel and click 'Action in an App'.
3. Browse the list, then select the CRM tool you want to use.
4. Subsequently, select the specific Action Event you want to implement. Make sure that it is connected to the data you wish to sync.
5. Now, it's time to set up the selected node. To get started, tap the 'Credentials' menu and choose the HubSpot account you want to use.
6. As for the Resource and Operation, make sure that the default configurations reflect the selected Action Event.
7. Following that, configure the corresponding settings according to your liking.
8. If you wish to personalize the node further, tap the 'Add Field' button and make use of the available options to make additional configurations.
9. Once done, click 'Execute Step' to run your setup.
10. Tap the 'Close' button afterwards to continue.
11. Now, it's time to set up the Google Sheets node. To do that, click the 'Add' button next to HubSpot.
12. Head over to the right-hand panel once again and tap 'Action in an App'.
13. Subsequently, find and select 'Google Sheets'.
14. Choose the Action Event you prefer to use. Make sure that it is associated with the synchronization of data.
15. Now, set up the node accordingly. Start by clicking the 'Credential' menu and then choosing the Google account you want to use.
16. As for Resource and Operation, ensure that the default configurations reflect the selected Action Event.
17. Click the 'Document' menu afterwards and then select the file you want to use.
18. Subsequently, click the 'Sheet' menu and specify your preferred sheet for this integration.
19. Configure the column mapping settings based on your preference. Specify the mode and the column you wish to use.
20. At this point, it's time to set up the value you want to sync. To get started, go to the left-side panel and select the data you want to sync.
21. Drag it afterwards into the input field that matches your preferred Google Sheets column.
22. If you need to sync more data, tap 'Add Column to Send' and then repeat the same process.
23. Once done, click 'Execute Step' to check and run your configuration.
24. Check your n8n workflow and then tap 'Execute Workflow' to run it.
25. Finally, your CRM data will be synced with Google Sheets according to the configuration of your n8n workflow.