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HubSpot CRM + Zoho Sheet Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Zoho Sheet

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Zoho Sheet Integrations

Best HubSpot CRM and Zoho Sheet Integrations

  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • HubSpot CRM Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • HubSpot CRM HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    HubSpot CRM Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • HubSpot CRM HubSpot CRM

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    When this happens...
    HubSpot CRM {{item.triggerTitle}}
     
    Then do this...
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Connect HubSpot CRM + Zoho Sheet in easier way

It's easy to connect HubSpot CRM + Zoho Sheet without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

    Actions
  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

How HubSpot CRM & Zoho Sheet Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate HubSpot CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Sheet as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Sheet with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Zoho Sheet

HubSpot CRM?

HubSpot CRM is a content management system for marketing. It allows the user to create and manage content, including articles, blogs, social media posts, and more. It also allows tracking of inbound leads and tracks the users’ activities across the web during the process.

Zoho Sheet?

Zoho Sheet is an online spreadsheet software which allows users to create spreadsheets. In addition to basic functions, the software enables the creation of charts and graphs, pivot tables, macros and sheets within shared workbooks, and cplaboration with other users.

Integration of HubSpot CRM and Zoho Sheet

The integration of Zoho Sheet and HubSpot CRM makes it easy for users to track their activities. This will help them in making more informed decisions based on data generated from the two platforms. The data can be pulled into HubSpot using Zapier, thus creating a single source of data. It will enable users to use all the features available in both of these two applications and use them as one unified top for their business development needs.

Benefits of Integration of HubSpot CRM and Zoho Sheet

Benefits of integrating Zoho Sheet and HubSpot CRM include:

  • Easy Lead Tracking

HubSpot CRM helps you track your leads by sending each lead a welcome email with a link to fill out a form asking for basic information such as their name, company name, email address, etc. To this form, you can add a Google Form which is linked to your Zoho Sheet. You can add questions that require them to share details about their company, its products or services, etc. Thus, you have a list of leads for your sales team to fplow up with.

  • Quick Reports

To generate reports from your data in HubSpot CRM, you’ll need to export the data and import it into a spreadsheet app like Zoho Sheet. You can then generate reports from this data using formulas or pivot tables in Zoho Sheet. These reports can then be exported as .csv files which can be imported into your HubSpot CRM account for further analysis. Thus, you can get your reports without having to export the data from your CRM directly in the browser which could take a lot of time.

  • Cplaboration Across Teams

Using the integration of Zoho Sheet and HubSpot CRM, you can allow other team members to get invpved in tracking your lead nurturing process across multiple teams and departments within your company. Each team can create a separate spreadsheet for recording their activity and the changes in status of each lead. Thus, when they’re all combined into the master spreadsheet in Zoho Sheet, you’ll have a clear picture of where each lead stands in terms of actions taken and the status of each lead. This will enable you to identify bottlenecks in your sales funnel and implement changes to improve your productivity.

The process to integrate HubSpot CRM and Zoho Sheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.