📅 2025-01-15 — Session: Developed CRM and HubSpot Integration Plan
🕒 00:10–01:00
🏷️ Labels: CRM, Hubspot, Google Sheets, Api Integration, Automation
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a comprehensive plan for integrating Google Sheets with HubSpot to manage contacts and automate workflows effectively.
Key Activities
- Outlined a systematic plan for contact management and HubSpot integration, focusing on consolidating contact lists and automating action assignments.
- Detailed the integration process of Google Sheets with the HubSpot API, covering authentication methods, API endpoints, and rate limits.
- Developed a CRM implementation strategy, including data consolidation, automation, and long-term maintenance.
- Evaluated the objectives and processes for a new CRM system to enhance engagement through data integration and workflow automation.
Achievements
- Established a clear roadmap for integrating Google Sheets with HubSpot, focusing on key APIs for managing contacts and logging interactions.
- Created a structured approach for CRM setup, detailing phases and tasks for data management and automation.
Pending Tasks
- Implement the integration plan by setting up the necessary API connections and testing the workflow automation.
- Finalize the CRM system design and begin the execution phase to ensure seamless contact management and engagement tracking.