Steps to reconfigure the Sheets workflow
- Go to the Hubspot workflow.
- Go to the Google sheets action.
- Select your sheet from the menu.
- The lookup column header is “Column ID”.
- Column ID needs to also be in column 1, row 1 of your spreadsheet
- The lookup column property is “Contact ID”
- This column is for avoiding duplicates and for Hubspot to update the right contact
- Select “yes” for “Create a new row if none match?”
- Map your fields in the order they are shown in the spreadsheet.
- If you add a new form, please add the field names from the form in row 1 of your spreadsheet, Sheet 1.
- 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) | 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: | 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: | 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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