Quick summary
This demo shows how to build a Zapier automation that pushes HubSpot deal updates directly into a Google Sheets pipeline tracker without manual data entry. By connecting HubSpot as the trigger and Google Sheets as the action, sales teams can maintain a real-time, always-accurate deal pipeline in a spreadsheet.
Steps
- Log in to Zapier, click "Create," and select "Zaps" to start a new automation.
- Click "Trigger" to begin setting up the trigger step.
- Select HubSpot as the trigger app.
- Choose "New Deal" or "Deal Stage Changed" as the trigger event.
- Connect your HubSpot account to Zapier to authorize the integration.
- Click "Test trigger" to verify that HubSpot is returning deal data correctly.
- Add Google Sheets as the Action App.
- Choose "Create Spreadsheet Row" or "Update Spreadsheet Row" as the action event.
- Connect your Google Sheets account to Zapier to authorize access.
- Map HubSpot deal fields — such as deal name, amount, and stage — to the corresponding Google Sheets columns.
- Run a test to confirm that HubSpot deal updates appear correctly in your Google Sheets pipeline tracker.
- Click "Publish" to activate your Zap and enable live automation.
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