Manually uploading data to CRM platforms like HubSpot can be time-consuming and error-prone, especially when dealing with massive datasets. Enter Gigasheet’s automation capabilities: a game-changing way to streamline your workflow and supercharge your data management.
In this blog, we’re highlighting a new feature that automatically imports filtered data from Gigasheet into HubSpot. With just a few steps, you can go from managing millions of rows in Gigasheet to creating precise, up-to-date contact records in HubSpot — all while skipping the manual legwork.
This is especially useful for Sales and Marketing use cases, where often times a lead list needs to be enriched with company data and other fields before loading to the CRM. Gigasheet partners with RevenueBase to offer a built in lead enrichment, but supports enrichment from any third party data source as long as an API is available.
How It Works: Automating HubSpot Imports
Imagine working with a colossal dataset — say, 156 million rows in Gigasheet’s RevenueBase. You don’t need all that data in HubSpot, just the relevant pieces. Here’s how Gigasheet simplifies the process:
1. Filter Down to What Matters
Start by applying filters to focus on the specific data you want.
- Narrow down rows by criteria like lead state, and job titles.
- Add extra filters based on availability of email address, cloud software used, etc.
Gigasheet's powerful filters can narrow your file down to what matters to you. You can even save filter states to reuse in the future!
2. Customize the Dataset
Once you’ve filtered your data, you can hide the columns you don’t need. This ensures you’re not overloading HubSpot with irrelevant fields.
- Remove columns related to organization, education, and languages.
- Keep key details, like LinkedIn profile information or CRM properties.
Pro Tip: If you are working with a file with lots of columns, first hit Hide All and then add back only the columns that you need. In our example, we started with 167 fields and reduced it to 140 relevant fields.
3. Automate the Upload Process
Here’s where Gigasheet’s automation magic takes over:
- Save your curated file into a designated folder (e.g., "Export to HubSpot").
- The integration detects new files in this folder, automatically processes them, and uploads the data to HubSpot.
No manual uploads, no tedious data entry — simply save the file, and let Gigasheet handle the rest.
4. View Your Data in HubSpot
The results are immediate and impactful:
- Refresh your HubSpot dashboard to see your new contacts appear.
- Drill down into individual contact records to view detailed properties.
- Leverage the RevenueBase load date field to create workflows or segment contacts. For example, you could identify all contacts added today and trigger follow-up actions or report.
Why Automation Is a Game-Changer
Gigasheet’s automation capabilities eliminate manual imports, giving you:
- Speed: Save time by skipping repetitive tasks.
- Accuracy: Reduce errors caused by manual data handling.
- Scalability: Seamlessly process massive datasets, from millions of rows to just the targeted slice you need.
- Customization: Tailor the data for HubSpot without extra steps or tools.
Ready to Automate Your Workflows?
Getting started is simple. With Gigasheet’s integration, you can instantly unlock the power of automation and streamline your HubSpot workflows.
Need help setting up your integration? Our support team is here to assist! Email us at sales@gigasheet.com.
Say goodbye to manual uploads and hello to effortless data automation. Start saving time and unlocking your data’s potential with Gigasheet today!
The ease of a spreadsheet with the power of a data warehouse.
