SplitOut Automate

Used in SplitOut, this automated workflow efficiently imports and processes data from CSV files into HubSpot and Google Sheets. It ensures accurate field mapping, validates input data, and dynamically updates property lists, saving time and reducing manual errors. With 36 integrated nodes, it streamlines data management and enhances productivity across multiple platforms.

7/8/2025
36 nodes
Complex
manualcomplexsplitoutgooglesheetssticky noteformtriggerextractfromfileformfilteradvancedapiintegrationfilesstoragelogicconditional
Categories:
Complex WorkflowManual TriggeredData Processing & Analysis
Integrations:
SplitOutGoogleSheetsSticky NoteFormTriggerExtractFromFileFormFilter

Target Audience

This workflow is ideal for:
- Marketing Teams looking to automate the process of importing properties from HubSpot into Google Sheets.
- Sales Teams that need to manage and update customer data efficiently.
- Data Analysts who analyze data from various sources and require a streamlined method to import and process data.
- Business Owners who want to maintain organized records of customer interactions and properties.
- Developers interested in integrating various APIs for enhanced data management.

Problem Solved

This workflow addresses the challenge of manually importing and managing customer properties from HubSpot into Google Sheets, which can be time-consuming and prone to errors. It automates the process, ensuring that data is accurately fetched, processed, and stored, thereby enhancing productivity and reducing the risk of data mishandling.

Workflow Steps

  • Manual Trigger: The workflow starts with a manual trigger, allowing users to initiate the process.
    2. File Upload Form: Users can upload a CSV file containing data to be imported.
    3. Extract File Content: The first line of the uploaded file is extracted to retrieve the header fields.
    4. Get Fields from Google Sheets: The workflow fetches existing property fields from a specified Google Sheet based on the type of import selected.
    5. Merge Fields and Data: Merges the uploaded data with the existing fields to ensure consistency.
    6. Check Field Definitions: Validates if all fields from the uploaded data are defined in the existing properties.
    7. Handle Missing Fields: If any fields are missing, a correspondence table is created for users to define the correct mappings.
    8. Set Values for Each Field: The workflow sets the values for each property based on the uploaded data.
    9. Upload to HubSpot: Finally, the processed data is uploaded to HubSpot, creating or updating records as necessary.
    10. Response Notification: Users receive a confirmation message once the data has been successfully imported.

    • Customization Guide

    To customize this workflow:
    - Modify the Google Sheet ID: Change the documentId parameter to point to a different Google Sheet.
    - Adjust Field Mappings: Update the logic in the Creates the correspondence table node to reflect any changes in your data structure.
    - Change CSV Delimiters: If your CSV uses a different delimiter, adjust the Get the content of file node settings accordingly.
    - Enhance Error Handling: Implement additional checks in the Check if all fields from input are defined node to handle specific cases or errors.
    - Add Additional Nodes: Include extra nodes for further processing, such as notifications or additional API calls, based on your business needs.