📅 2025-01-15 — Session: HubSpot and Google Sheets Integration
🕒 00:10–01:00
🏷️ Labels: Contact Management, Hubspot, Google Sheets, Automation, CRM
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a comprehensive plan for integrating Google Sheets with HubSpot to streamline contact management and automate workflows for 2025.
Key Activities
- Outlined a systematic plan for managing contacts and actions in 2025, including consolidating contact lists and automating action assignments.
- Detailed the integration process between Google Sheets and HubSpot, covering authentication, API endpoints, and implementation steps.
- Developed a strategy for CRM setup, focusing on data consolidation, automation, and long-term maintenance.
Achievements
- Created a detailed execution plan for integrating Google Sheets with HubSpot API.
- Established a framework for a systematic CRM approach, detailing phases for data management and automation.
Pending Tasks
- Finalize the contact-actions sheet and synchronize it with HubSpot.
- Implement tracking and engagement progress monitoring within the CRM system.