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CSV to HubSpot Uploader with Dynamic Field Mapping and Google Sheets Integration

Created by

PollupAI

Last update

Last update 18 days ago

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Who is this for?

This n8n workflow is designed for Customer Success Managers (CSM), marketers, sales teams, and data administrators who need to automate the process of uploading and processing CSV data in HubSpot. It is ideal for users who regularly import contact lists, update CRM records, or sync data between systems.

What problem does this workflow solve?

Manually uploading and processing CSV files in HubSpot can be time-consuming and error-prone, especially when dealing with large datasets or complex field mappings. This workflow automates data validation, indexing, and field mapping, reducing manual effort and ensuring data consistency.

What this workflow does

  1. Generating the list of the fields directly from Hubspot API
  2. Indexing: Organizes and prepares CSV data for HubSpot import.
  3. Data Processing: Cleanses and transforms data.
  4. Field Mapping: Maps CSV columns to HubSpot fields dynamically.
  5. Import Execution: Uploads processed data to HubSpot

Setup

  1. Prerequisites:
    • HubSpot API credentials (Private App token).
    • Google sheets credentials.
    • n8n instance (cloud or self-hosted).
  2. Installation:
    • Import the workflow JSON into n8n.
    • Configure the HubSpot nodes and the Google Sheets nodes with your API credentials.
    • Upload your CSV file to the workflow via the form.

Customization

  • Data Filters: Add nodes to filter/transform data (e.g., deduplication, formatting).
  • Fields Filters: according to your needs
  • Add a Hubspot Object: To the list in "Define array of objects" node
  • Workflow Triggers: Set up triggers (e.g., schedule, webhook) for automated runs.