1.Monitors updated spreadsheet rows
Integrate Google Sheets and spreadsheets to read updated row details and map source fields to contact ID and email.
Enroll updated account rows into cohort onboarding workflow
Automatically enroll updated spreadsheet rows across Google Sheets and HubSpot. Create and update when rows are updated, contact email is provided, or contact ID appearsβso you can update contacts, start cohort onboarding, and log enrollments without manual tracking.
How this automation enrolls your cohort onboarding
When updated spreadsheet rows appear in your onboarding worksheet, manual enrollment can cause duplicates and missed contacts. This automation reads updated rows, filters for qualifying data, updates contact fields, enrolls contacts in a workflow, and logs each enrollmentβso your team can move faster with clean cohort tracking.
Google Sheetsor swap with your favorite app
2.Continues only for qualifying rows
Integrate Zapier and data validation tools to proceed only when a contact ID or email is present.
Email by Zapieror swap with your favorite app
3.Updates contact fields
Integrate HubSpot and CRM tools to update contact properties and set the configured cohort value.
HubSpotor swap with your favorite app
4.Enrolls contact in onboarding workflow
Integrate HubSpot and workflow triggers to enroll the contact by email to start the cohort onboarding workflow.
5.Creates tracking row in worksheet
Integrate Google Sheets and spreadsheet reporting tools to log contact ID, profile key, enrollment timestamp, and cohort tag.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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