Instructions: Google Sheet Reconfiguration

Steps to reconfigure the Sheets workflow 

  1. Go to the Hubspot workflow.
  2. Go to the Google sheets action.
  3. Select your sheet from the menu.
  4. The lookup column header is “Column ID”.
  5. Column ID needs to also be in column 1, row 1 of your spreadsheet
  6. The lookup column property is “Contact ID”
  7. This column is for avoiding duplicates and for Hubspot to update the right contact
  8. Select “yes” for “Create a new row if none match?” 
  9. Map your fields in the order they are shown in the spreadsheet. 
  10. If you add a new form, please add the field names from the form in row 1 of your spreadsheet, Sheet 1.
  11. You’ll also need to add the field names, field ids, and field types to row 1, 2, and 3, respectively of your spreadsheet, at Sheet 2. 

For example in row 1 sheet 1, you should have: 

 

Contact ID (req. for deduplication) email business_type firstname lastname what_is_your_gender_ how_many_people_live_in_your_household_ what_is_your_marital_status what_software_interests_you_ upload_your_photo_here last_visit_date

 

In row 1-3, you should have: 

 

Fieldids: email business_type firstname lastname what_is_your_gender_ how_many_people_live_in_your_household_ what_is_your_marital_status what_software_interests_you_ upload_your_photo_here last_visit_date
Fieldnames: Email Are you interested in receiving promotional emails regarding your account? First name Last name What is your Gender? How Many People Live in Your Household? What is your Marital Status What Software Interests You? Upload your Photo Here Last Visit Date
Fieldtypes: text booleancheckbox text text checkbox number select radio file date

 

For example, the above works perfectly, if you are using the following form. 

 

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