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Update the Properties by Object Workflow

This workflow is primarily used for batch importing and updating various object properties in HubSpot CRM, such as companies, contacts, and deals. Users can upload CSV files, and the system automatically matches and verifies the fields, allowing for flexible configuration of relationships to ensure data accuracy. Additionally, the workflow supports data synchronization between HubSpot and Google Sheets, facilitating property management and backup, which greatly enhances the efficiency and accuracy of data imports. It is suitable for marketing teams, sales teams, and data administrators.

Workflow Diagram
Update the Properties by Object Workflow Workflow diagram

Workflow Name

Update the Properties by Object Workflow

Key Features and Highlights

This workflow enables bulk import and update of properties for various HubSpot CRM objects, including Companies, Contacts, Deals, Leads, and Tickets. By uploading a CSV file, it automatically matches and validates fields, allows flexible configuration of field mappings, and accurately imports data into HubSpot. Additionally, the workflow supports data synchronization with Google Sheets, facilitating property management and backup.

Core Problems Addressed

  • Automates the import of complex and diverse HubSpot object properties, eliminating inefficient and error-prone manual entry.
  • Dynamically validates consistency between uploaded file fields and HubSpot properties to ensure data quality.
  • Handles field name mismatches flexibly by providing an interactive form for users to set field mappings, improving import success rates.
  • Enables seamless data exchange between HubSpot and Google Sheets for easy property maintenance and monitoring.

Use Cases

  • Marketing and sales teams needing to regularly perform bulk updates of customer and deal information in HubSpot CRM.
  • Data administrators or CRM managers requiring quick synchronization of external data sources with HubSpot.
  • Organizations establishing standardized data import procedures to ensure accuracy and consistency.
  • Teams needing to back up HubSpot property data or share it with other systems via Google Sheets as an intermediary.

Main Workflow Steps

  1. Initialization and Cleanup: Triggered manually or via a start node, clears old data in Google Sheets to prepare the import environment.
  2. Define Import Object List: Specify the HubSpot object types to import (Companies, Contacts, Deals, Leads, Tickets).
  3. Retrieve HubSpot Properties: Use HubSpot API to fetch property lists for selected objects, filtering out hidden or system fields.
  4. File Upload and Parsing: Users upload a CSV file through a form; the workflow parses the header row and reads the content.
  5. Field Matching Validation: Compares uploaded file fields against HubSpot properties to check for complete matches.
  6. Field Mapping Configuration: If mismatches exist, dynamically generate a form for users to manually assign field mappings.
  7. Data Mapping and Transformation: Map uploaded data fields based on the configured relationships to create property data compliant with HubSpot format.
  8. Bulk Import to HubSpot: Upload transformed data records individually to corresponding HubSpot objects via API.
  9. Import Feedback: Display success confirmation upon completion and end the workflow.
  10. Synchronize with Google Sheets: Append HubSpot property information to Google Sheets for easy subsequent review and management.

Systems and Services Involved

  • HubSpot CRM API: For retrieving object properties and uploading data.
  • Google Sheets: Used as a temporary storage and management spreadsheet for property data.
  • n8n Form Trigger: Supports interactive forms for file upload and field mapping configuration.
  • HTTP Request Node: Calls external APIs.
  • Code Node: Implements field validation, data transformation, and mapping logic.
  • Extract From File Node: Parses the uploaded CSV file content.

Target Users and Value

  • CRM administrators and data operations personnel: Simplifies HubSpot data import processes and enhances data management efficiency.
  • Marketing and sales teams: Enables rapid updates of customer and lead data to support targeted marketing and sales efforts.
  • Technical support and system integrators: Provides a customizable and extensible automated data import template.
  • Any organizations or teams requiring regular bulk synchronization of external data into HubSpot.

By combining automation with interactive configuration, this workflow significantly reduces the complexity and error rate of bulk updating HubSpot properties. It serves as an efficient bridge between HubSpot and external data sources. For customization or extended support, please contact the author.