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How to connect HubSpot and Grist
Create a New Scenario to Connect HubSpot and Grist
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Grist will be your first step. To do this, click "Choose an app," find HubSpot or Grist, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Grist Node
Next, click the plus (+) icon on the HubSpot node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the HubSpot and Grist Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and Grist Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring HubSpot, Grist, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and Grist integration works as expected. Depending on your setup, data should flow between HubSpot and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and Grist
HubSpot + Grist + Slack: When a new contact is created in HubSpot, the contact's information is automatically added as a new record to a specified Grist sheet. A notification is then sent to a designated Slack channel to alert the sales team of the new contact.
Grist + HubSpot + Google Sheets: When a contact record is updated in Grist, this triggers an update to the corresponding contact in HubSpot. The details of the update, including the contact's ID, the field that was updated, and the new value, are then logged as a new row in a Google Sheet for auditing and tracking purposes.
HubSpot and Grist integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ HubSpot and Grist
How can I connect my HubSpot account to Grist using Latenode?
To connect your HubSpot account to Grist on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Grist with new HubSpot contact info?
Yes, you can! Latenode automates data transfer between HubSpot and Grist, ensuring your Grist sheets reflect the latest HubSpot contact details, saving time and preventing data silos.
What types of tasks can I perform by integrating HubSpot with Grist?
Integrating HubSpot with Grist allows you to perform various tasks, including:
- Automatically add new HubSpot contacts to a Grist spreadsheet.
- Update contact information in Grist when HubSpot properties change.
- Create HubSpot tasks based on data entered in Grist.
- Generate personalized reports in Grist using HubSpot data.
- Trigger HubSpot workflows from new or updated Grist records.
How does Latenode handle large HubSpot contact lists?
Latenode efficiently processes large datasets from HubSpot, using optimized workflows and scalable infrastructure to ensure reliable data synchronization with Grist.
Are there any limitations to the HubSpot and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Real-time synchronization depends on the HubSpot API rate limits.
- Historical data migration may require manual configuration.
