Скачать с ютуб HubSpot and Zapier Data Sync Tutorial: In-Depth Part 1 в хорошем качестве

HubSpot and Zapier Data Sync Tutorial: In-Depth Part 1

Part 2:    • HubSpot and Zapier Data Sync Tutorial...   In this tutorial learn how to setup a Zapier workflow to send data from HubSpot to another software like Google Sheets. In this example I show you how you can create a new row in a spreadsheet automatically when there is a new deal added to HubSpot. 😎 If you haven't had a chance yet, check out HubSpot for free: https://go.terrific.digital/hubspot I've also made a number of other HubSpot tutorials: - Contact Views vs Lists Tutorial    • HubSpot Contact Views vs Lists Tutorial   - Make Country Property a Dropdown    • HubSpot Tutorial: Make Country Proper...   - Copy data between Properties using Import/Export    • HubSpot Admin Tutorial: Copy data bet...   - Transferring data between Properties using Workflows    • HubSpot Tutorial: Transferring data b...   -- Video Summary -- In this YouTube video, I provide a detailed tutorial on setting up a Zapier automation between HubSpot and Google Sheets. I start by explaining the purpose of the video, which is to demonstrate how to create a Zap in Zapier that connects HubSpot with Google Sheets. The specific use case I discuss involves creating a new row in Google Sheets every time a new deal is added in HubSpot. I explain that this process is applicable to various HubSpot records, such as contacts or companies, and can be adapted to other systems like CRMs, marketing systems, or customer service platforms. I then show the HubSpot interface, focusing on the deals section. To demonstrate how the process will work, I add a fake deal. A significant part of the video is dedicated to explaining the structure of HubSpot. I delve into the concept of objects like contacts, companies, and deals, and how they can be associated with each other. Next, I walk through the process of creating the Zap in Zapier. I start from selecting the trigger (a new deal in HubSpot) and move on to choosing the action (creating a new row in Google Sheets). I emphasize the importance of correctly mapping HubSpot fields to Google Sheets columns. Handling associations in HubSpot is a crucial part of the tutorial. I explain how to manage associations between different objects in HubSpot, such as contacts and companies associated with deals, and how to reflect these associations in Google Sheets through additional steps in the Zap. I finalize the setup by testing the Zap and ensuring that the data flows correctly from HubSpot to Google Sheets. I also show how to adjust the Google Sheets format to accommodate the incoming data. I conclude the video by summarizing the tutorial and mentioning a follow-up video that will cover the reverse process (creating a record in HubSpot from a new row in Google Sheets). I invite feedback and questions from viewers, hoping the tutorial is helpful and informative. Overall, the video is a comprehensive guide to setting up a Zapier automation between HubSpot and Google Sheets, focusing on dealing with complex associations in HubSpot and ensuring accurate data transfer. 😎 If you haven't had a chance yet, check out HubSpot for free: https://go.terrific.digital/hubspot -- Chapters -- 00:00 Introduction to Zapier and HubSpot Integration 00:41 Use Case: HubSpot to Google Sheets 02:31 HubSpot Interface Demonstration 03:12 Explaining HubSpot's Structure: Objects and Associations 04:07 Setting Up the Zap in Zapier: Initial Steps 05:41 Handling Associations in HubSpot: Detailed Steps 07:32 Finalising and Testing the Zap 10:50 Creating and Associating Deals in HubSpot 12:28 Setting Up Zapier: Trigger Configuration 14:17 Mapping HubSpot Fields to Google Sheets 16:28 Addressing HubSpot Associations in Zapier 18:49 Adding Additional Steps for Associations in Zapier 20:36 Finalizing Data Mapping in Google Sheets 22:15 Testing and Adjusting the Zap Setup 24:00 Additional Considerations for HubSpot Data 25:42 Completing the Zap Setup and Testing 27:30 Recap and Tips for Efficient Zapier Use 29:15 Creating a New Deal in HubSpot for Testing 30:57 Final Test and Review of the Zap Functionality 32:41 Conclusion -- Stuff -- 🧡 Incredible software for CRM and Marketing: https://go.terrific.digital/hubspot 🎬 I use Screen Studio to easily record most of this video: https://go.terrific.digital/screenstudio 🧑‍💻 My super powered web browser is Sidekick: https://go.terrific.digital/sidekick 🎶 I love Epidemic Sound for video music: https://go.terrific.digital/epidemic -- Terrific -- https://terrific.digital