Add a row in Google Sheets when a deal moves to a stage in HubSpot

What each client fills in

Google Sheets: Spreadsheet ID

For example from the URL: docs.google.com/spreadsheets/d/<this>/edit

Google Sheets: Sheet (tab)

For example Sheet1

HubSpot: Stage ID

Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number).

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

• Google Sheets

  In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s HubSpot, for “A deal moves to a stage”
2. Connect the client’s Google Sheets, for “Add a row”
3. Fill in HubSpot: Stage ID (Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number))
4. Fill in Google Sheets: Spreadsheet ID (For example from the URL: docs.google.com/spreadsheets/d/<this>/edit)
5. Fill in Google Sheets: Sheet (tab) (For example Sheet1)
6. Check the order of Google Sheets’s values, column by column against the client’s columns