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Creating Hubspot Meeting from Sheets

Creating Hubspot Meeting from Sheets

Automatically sync coaching sessions from Google Sheets to HubSpot and flag new contacts for team follow-up.

APPS:

Naomi Hopper @ POMAA

1:1 coach session meetings entered in Hubspot when there is a new entry in Google Sheets. If contact exists, a checkbox is ticked in Sheets confirming it was added into Hubspot. If contact does not exist, team member is notified to follow up.