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Sync CRM Contacts Across Platforms

Keep contacts in sync between HubSpot, Google Sheets, and Slack. When a new contact is created or updated in HubSpot, automatically update a master Google Sheet and post a summary in Slack.

Intermediate~20 minn8nMake.com 418 downloads 1436 views

Setup Instructions

1. Create a Google Sheet with columns: Email, First Name, Last Name, Company, Phone, Lead Status, Last Updated. Share it with your service account email. 2. In HubSpot, go to Settings > Integrations > Webhooks. Create a webhook subscription for contact creation and contact property changes. 3. In your automation platform, create a workflow triggered by the HubSpot webhook event. 4. Add a Google Sheets lookup node that searches column A (Email) for the contact's email address. 5. Add a conditional branch: if a row is found, update that row with the latest HubSpot data; if not found, append a new row with all contact fields. 6. After either path, add a Slack node that posts to your #sales-updates channel with a formatted message showing what changed (new contact vs. updated fields). 7. Enable error handling to catch rate limit errors from Google Sheets API — add a 2-second delay and retry on 429 responses. 8. Test by creating a new contact in HubSpot and verify the sheet updates within 30 seconds and the Slack message appears.
Troubleshooting
**Google Sheet not updating:** Verify the sheet ID in your workflow matches the actual spreadsheet. Ensure the service account email has Editor access. If you recently renamed the sheet tab, update the tab name in your workflow configuration. **Duplicate rows appearing:** The lookup step may be matching on the wrong column. Confirm you are searching column A (Email) and using an exact match. If contacts have multiple email addresses in HubSpot, pick the primary email. **HubSpot webhook not triggering:** Check that the webhook subscription is active in HubSpot settings. Webhook subscriptions require a verified URL — run the verification handshake if prompted. Contact property change events only fire for properties you have explicitly subscribed to. **Slack messages arriving late:** This is usually caused by queued webhook deliveries. Check your automation platform's execution log for delays. If using Make.com, increase the scenario's polling interval or switch to an instant webhook trigger.

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