How to create Google Sheets and Hubspot connection

This guide walks you through the complete process of connecting Google Sheets (Source) to HubSpot (Destination) using the sysConnector platform. Once configured, data from Google Sheets will sync automatically into HubSpot.

Prerequisites

Make sure you have the following:

  • Service Account JSON*

  • HubSpot credentials:

    • Private App Access Token

Step 1: Create a New Connection

  1. Log in to the sysConnector.

  2. Click Create Connection.

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If your app is missing, click Request Integration to notify the sysConnector team.


Step 2: Configure Google Sheets as the Source

Select Google Sheets

  1. Choose Google Sheets from the app list

  2. Click Next

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Upload Service Account JSON

  1. Enter an Account Name

    • Example: Google Sheets Marketing Data

  2. Paste the Service Account JSON file you downloaded earlier

  3. Click Connect to Google Sheets

  4. Once the connection is successful, click Next

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How to Create Service Account JSON

1. Create a Google Cloud Project

  • Go to Google Cloud Console

  • Click Select Project → New Project

  • Enter a project name (e.g., Sheets Integration Project)

  • Click Create

2. Enable Google Sheets API

  • Go to APIs & Services → Library

  • Search for Google Sheets API

  • Click Enable

(Optional: Enable Google Drive API for file access)

3. Create a Service Account

  • Go to APIs & Services → Credentials

  • Click Create Credentials → Service Account

  • Enter Name: Sheets Connector Account

  • Click Create and Continue

  • Skip optional roles → Click Done

4. Generate Service Account JSON Key

  • Open the created Service Account

  • Go to Keys tab

  • Click Add Key → Create New Key

  • Select JSON

  • Click Create

A JSON file will automatically download. This is your Service Account JSON. Keep this file secure and use it in sysConnector

Select Spreadsheet and Worksheet

  1. Enter the Spreadsheet ID

  2. Click Load Sheets

  3. Select the Worksheet (tab) containing your data

  4. Click Next

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Important Note

Make sure your Google Sheet is shared with the email indicated in the Service Account JSON (client_email).
Without this, sysConnector will not be able to access your sheet.


Step 3: Configure HubSpot as the Destination

  • Select HubSpot as the Destination App.

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  1. Enter a Destination Account Name
    Example: HubSpot Marketing or HubSpot CRM Prod.

  2. Enter required credentials:

    • Private App Access Token

  3. Click Connect to HubSpot to verify access.

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How to Create HubSpot Private App Access Token
  1. Log in to HubSpot

  2. Click the Settings (gear icon) in the top navigation bar

  3. In the left sidebar, go to Integrations → Private Apps

  4. Click Create a private app

  5. Enter a name for your app
    Example: sysConnector Integration

  6. Set Required Scopes

  7. Under the Scopes tab, select the permissions required for your use case (e.g., contacts, companies, deals)

  8. Click Create app

  9. Copy the Access Token


Step 4: Define Connection Settings

  1. Connection Name
    Use a clear, descriptive name such as:
    Google Sheet Contacts 2026

  2. Project Selection
    Choose an existing Project (folder) or use Unassigned.

  3. Sync Frequency
    Select Event Space to enable real-time syncing when a lead is submitted.

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Projects act like folders inside sysConnector.

  • Select an existing Project, or

  • Leave it as Unassigned if no structure exists yet

This is especially useful for:

  • Separating marketing vs sales workflows

  • Organizing by region or business unit

  • Controlling user access permissions


Step 5: Field Mapping and Data Transformation

This step defines exactly how data collected in Google Sheets is translated, formatted, and delivered into HubSpot. Proper configuration here ensures clean data, accurate reporting, and successful automation.


5.1 Basic Field Mapping

This section establishes a direct relationship between Google Sheet fields (source) and HubSpot fields (destination).

Process:

  • For each data point, select the Google Sheet field on the left.

  • Map it to the corresponding HubSpot field on the right.

Example:

  • Google Sheet field Name → HubSpot field First Name

  • Google Sheet field Email → HubSpot Email

If a required HubSpot field is not mapped, records may fail to sync or be rejected.

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5.2 Using Custom Text

The Custom Text feature allows you to send a fixed value that does not exist in the Google Sheet itself.

Common Use Case:

  • Create a field in HubSpot called Lead Source

  • Use Custom Text to automatically populate it with Google Sheet for every lead coming through this connection

This is especially useful for campaign tracking, reporting, and segmentation.

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5.3 Custom Transformations (Merging and Formatting)

Custom transformations allow you to manipulate or enhance data before it reaches HubSpot, which is useful when the data structures between systems do not align perfectly.

Merge Fields

  • You can select multiple Google Sheet fields and combine them into a single HubSpot field.

  • You may apply a divider (comma, dash, pipe, etc.) between values for readability.

Example:
If your Google Sheet contains separate columns for First Name and Last Name, you can merge them into a single Full Name field in HubSpot (e.g., John Doe).

Prefix and Postfix

You can add text before (prefix) or after (postfix) a value.

Example:

  • Prefix: GS-

  • Result: GS-john.doe@email.co

This is useful for tagging, internal labeling, or adding context to incoming data.

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5.4 Data Type Conversion

In some cases, Google Sheet sends data in a format that does not match the required data type in HubSpot.

Example:

  • Google Sheet sends a value as Text

  • HubSpot requires an Integer

How sysConnector Handles This:

  • During testing, sysConnector automatically detects mismatched data types.

  • Since HubSpot field types are fixed, you must adjust the Source Type in sysConnector to match the destination field.

This ensures records are accepted and processed correctly.

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5.5 Mandatory Testing and Validation

Before a connection can be activated, mapping must be tested successfully.

Process:

  1. Enter sample test data for every mapped field.

  2. Click Test Mapping.

  3. The system validates formatting (e.g., email fields must contain valid email formats).

  4. After a successful test, log in to HubSpot and confirm the test record appears correctly.

Activation is blocked until testing passes.

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Step 6: Testing and Activation

  1. Enter sample test data and click Test Mapping.
    This step is mandatory before activation.

  2. Log in to HubSpot and confirm the test data was received correctly.

  3. Click Save and Activate to begin live syncing.

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Managing Your Connection

Monitoring

Go to Reports to view:

  • Successful lead transfers

  • Failed sync attempts

  • Logs from the last 24 hours to 30 days

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