Automated CSV to HubSpot Uploader with Dynamic Mapping & Google Sheets Sync

Overview

This workflow streamlines the process of uploading CSV data to HubSpot by dynamically mapping fields and integrating with Google Sheets for data management. It automates data transformation, mapping, and synchronization, reducing manual effort and errors.

Key Features

• Dynamic Field Mapping: Automatically matches CSV columns to HubSpot properties, ensuring accurate data import.
• Google Sheets Integration: Appends new records and can erase existing data in Google Sheets, providing a live data backup and audit trail.
• Automated Data Processing: Utilizes split and code nodes to transform and prepare data for seamless HubSpot ingestion.
• Flexible Input: Supports file upload forms for easy CSV submission.

Benefits

• Time Savings: Eliminates repetitive manual data entry and mapping tasks.
• Data Accuracy: Reduces errors with automated field matching and validation.
• Centralized Data Management: Keeps Google Sheets updated for reporting and collaboration.

Use Cases

• Bulk importing leads or contacts into HubSpot from CSV files.
• Keeping HubSpot CRM and Google Sheets in sync for sales or marketing teams.
• Automating onboarding processes that require data migration from spreadsheets.

Integrations & Processes

• HubSpot: For CRM data ingestion and property management.
• Google Sheets: For data backup, review, and collaboration.
• n8n Automation: Orchestrates the entire workflow, leveraging HTTP requests, code, and split nodes for robust automation.