Automation

Automated Multi-Sheet to HubSpot Lead Ingestion Engine

Leads arrived in a dozen differently shaped spreadsheets — now they land deduplicated and mapped straight into HubSpot.

Each spreadsheet was opened, columns renamed to match HubSpot's importer, duplicates eyeballed, and the file uploaded — per source, every week.

How it runs

Each node is one step in the live workflow, in the order it fires.

1
Watch folder
New or updated sheets in a Google Drive folder trigger a run.
2
Map columns
Each source's layout is matched against a canonical lead schema, whatever the headers are called.
3
Clean
Emails, phone numbers and company names are normalised, and unusable rows are quarantined.
4
Deduplicate
Rows are checked against existing HubSpot contacts before anything is created.
5
Upsert
New contacts are created and known ones enriched, with the lead source recorded on each.
6
Report
A per-run summary of created, updated and rejected rows is written back to Sheets.