Automated HubSpot Data Import and Synchronization Workflow

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This n8n workflow automates the process of importing data from CSV files into HubSpot and updating custom properties in Google Sheets for data management. It begins with users uploading a CSV file via a web form, specifying the type of object (like contacts, companies, deals). The workflow reads the file, extracts the header row to understand data fields, and compares these fields against existing HubSpot properties. If discrepancies are found, a dynamic form prompts the user to map CSV fields to HubSpot properties, ensuring data consistency.

Once mappings are confirmed, the system prepares records by aligning CSV data to the chosen object type. It filters out system-generated or hidden HubSpot properties to avoid overwriting critical data. The records are then bulk uploaded to HubSpot through API requests.

Additionally, the workflow fetches existing properties from HubSpot to keep the local Google Sheet in sync, appending new property details or updating existing ones. If necessary, it clears and prepares the Google Sheet to accurately reflect the current HubSpot property schema.

This workflow is particularly useful for organizations managing large datasets who need to regularly import contact, company, deal, or ticket data into HubSpot, with a transparent process for field mapping and property management, streamlining CRM data integration and maintenance.

Node Count

>20 Nodes

Nodes Used

code, extractFromFile, filter, form, formTrigger, googleSheets, httpRequest, if, manualTrigger, merge, set, splitOut, stickyNote

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