1.Detect updated worksheet row
Integrate Microsoft Excel and spreadsheet row mapping to capture source fields from the updated row.
Create or update marketing contacts from worksheet rows
Automatically monitor updated worksheet rows across Microsoft Excel and HubSpot. Create and update contacts in HubSpot and add them to your configured marketing list when rows change, worksheet refresh, or row values changeβso you can protect audience quality, reduce manual audience upkeep, and keep campaign lists current without manual audience upkeep.
How this automation keeps campaign audiences current
When updated worksheet rows land, stale contact records and inaccurate audiences can derail campaign performance. This automation finds contacts, creates or updates contact records, and adds them to a marketing listβso your team can keep audiences current.
Microsoft Excelor swap with your favorite app
2.Find contact by email
Integrate HubSpot and CRM data lookup to search for an existing contact using the mapped email.
HubSpotor swap with your favorite app
3.Create or update contact
Integrate HubSpot and contact property mapping to create or update the contact with mapped fields.
4.Add contact to list
Integrate HubSpot and marketing list tools to add the contact to the configured marketing list.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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