How to Import contacts from spreadsheets with Pipedream

Dashboard > New > Workflow

Create new workflow in Pipedream

Log into pipedream.com and click the green 'New' button in the top right corner. Select 'Workflow' from the dropdown menu. You'll see the workflow builder with an empty trigger step. This is where you'll configure Google Sheets to watch for new rows.

1. 1Click the green 'New' button in top right
2. 2Select 'Workflow' from the dropdown
3. 3Click on the empty trigger step in the builder

Workflow Builder > Trigger Step > Select App

Configure Google Sheets trigger

Click 'Select App' in the trigger step and search for 'Google Sheets'. Choose the 'New Row Added' trigger type. This creates an instant webhook that fires whenever someone adds a row to your spreadsheet. You'll need to connect your Google account if this is your first time.

1. 1Click 'Select App' in the trigger configuration
2. 2Search for and select 'Google Sheets'
3. 3Choose 'New Row Added' from the trigger list
4. 4Click 'Connect Account' to authorize Google Sheets access

Trigger Configuration > Spreadsheet Selection

Select your spreadsheet and worksheet

Choose the specific Google Sheet containing your contact data from the dropdown. Then select the worksheet tab where new rows will be added. The trigger will monitor this exact sheet and tab combination. Make sure your first row contains column headers like 'Email', 'First Name', 'Last Name', and 'Company'.

1. 1Select your spreadsheet from the 'Spreadsheet' dropdown
2. 2Choose the correct worksheet tab from 'Worksheet' dropdown
3. 3Verify the column headers appear in the preview
4. 4Click 'Save and Continue' to confirm settings

Trigger Step > Test Trigger

Test the Google Sheets trigger

Add a test row to your Google Sheet with sample contact data. Within 30 seconds, return to Pipedream and click 'Test Trigger' to see if the webhook captured your new row. You should see all column data from your test row displayed in JSON format.

1. 1Open your Google Sheet in a new tab
2. 2Add a new row with test contact data
3. 3Return to Pipedream and click 'Test Trigger'
4. 4Verify your test data appears in the trigger output

Workflow Builder > + Add Step > HubSpot

Add HubSpot action step

Click the '+' button below your trigger step to add a new action. Search for 'HubSpot' and select it from the app list. Choose 'Create or Update Contact' as your action type. This action will check for existing contacts by email before creating duplicates.

1. 1Click the '+' button below the trigger step
2. 2Search for and select 'HubSpot' from the apps list
3. 3Choose 'Create or Update Contact' action
4. 4Click 'Connect Account' to authorize HubSpot access

HubSpot Step > Field Mapping

Map contact fields from spreadsheet data

Configure the HubSpot contact fields using data from your Google Sheets trigger. Click in each field and select the corresponding column from your spreadsheet. Email is required and used for duplicate detection. Map first name, last name, company, and phone number at minimum.

1. 1Click in the 'Email' field and select your email column
2. 2Map 'First Name' to your first name column
3. 3Map 'Last Name' to your last name column
4. 4Map 'Company' to your company column
5. 5Add any additional custom fields your team uses

HubSpot Step > Additional Properties

Configure contact properties and lead source

Set the 'Lead Source' field to identify contacts imported from your spreadsheet. Use a value like 'Spreadsheet Import' or 'Manual Entry' for tracking. You can also set the contact owner, lifecycle stage, or any custom properties your team needs for proper lead routing.

1. 1Scroll down to 'Lead Source' and enter 'Spreadsheet Import'
2. 2Set 'Lifecycle Stage' to 'Lead' or your preferred stage
3. 3Assign a 'HubSpot Owner' if needed for lead routing
4. 4Configure any custom properties your team requires

Workflow Builder > + Add Step > Code

Add duplicate detection logic

Add a Node.js code step between the trigger and HubSpot action to check for required fields and clean data. This prevents workflow failures from empty emails or malformed phone numbers. The code validates email format and standardizes phone number formatting before sending to HubSpot.

1. 1Click '+' between trigger and HubSpot steps
2. 2Select 'Code' from the step types
3. 3Choose 'Run Node.js code'
4. 4Paste the validation code in the editor

Workflow Builder > Test > Deploy

Test the complete workflow

Add another test row to your Google Sheet with different contact data. The workflow should trigger automatically and create a new contact in HubSpot within 60 seconds. Check your HubSpot contacts list to verify the import worked correctly with all mapped fields populated.

1. 1Add a new test row to your Google Sheet
2. 2Wait 60 seconds for the workflow to process
3. 3Check the workflow execution logs in Pipedream
4. 4Verify the new contact appears in your HubSpot contacts

Workflow Builder > Deploy

Deploy workflow for production use

Click the 'Deploy' button to activate your workflow for live use. The workflow will now automatically import every new row added to your spreadsheet. Share the Google Sheet with team members who need to add contacts, and train them on the required column format.

1. 1Click the green 'Deploy' button in the top right
2. 2Confirm deployment in the popup dialog
3. 3Share your Google Sheet with relevant team members
4. 4Document the required column format for your team

This Node.js code validates email addresses and cleans phone numbers before sending to HubSpot. Paste it in a code step between your trigger and HubSpot action to prevent workflow failures.

export default defineComponent({
  async run({ steps, $ }) {
    const rowData = steps.trigger.event;

export default defineComponent({
  async run({ steps, $ }) {
    const rowData = steps.trigger.event;
    
    // Validate required email field
    const email = rowData.Email?.trim();
    if (!email || !email.includes('@')) {
      $.flow.exit('Skipping row - invalid or missing email address');
    }
    
    // Clean and validate email format
    const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
    if (!emailRegex.test(email)) {
      $.flow.exit('Skipping row - email format invalid');
    }
    
    // Clean phone number - remove all non-digits
    let phone = rowData.Phone || '';
    phone = phone.replace(/\D/g, '');
    
    // Format phone for HubSpot (US numbers)
    if (phone.length === 10) {
      phone = `+1${phone}`;
    } else if (phone.length === 11 && phone.startsWith('1')) {
      phone = `+${phone}`;
    }
    
    // Return cleaned data
    return {
      email: email.toLowerCase(),
      firstname: rowData['First Name']?.trim() || '',
      lastname: rowData['Last Name']?.trim() || '',
      company: rowData.Company?.trim() || '',
      phone: phone,
      jobtitle: rowData['Job Title']?.trim() || '',
      hs_lead_source: 'Spreadsheet Import',
      lifecyclestage: 'lead'
    };
  }
});