CRM and Lead Management Automation with Make and HubSpot
Mcnove Pineda
CRM and Lead Management Automation with Make, HubSpot & Google Sheets
Project Overview
I worked on a multi-branch business automation workflow connecting Google Sheets with HubSpot CRM. The workflow processes incoming records, routes information through different paths, and coordinates CRM and spreadsheet operations to reduce repetitive data handling.
What I Built
Connected automation triggers with Google Sheets and HubSpot CRM.
Created conditional routing to handle different processing paths.
Automated spreadsheet record creation, lookup, and updates.
Integrated CRM operations for creating and managing records.
Organized multi-step workflows to support different data-processing scenarios.
Incorporated data parsing and error-handling steps where needed.
Used execution history to inspect workflow runs and troubleshoot issues.
Technology Stack
Make, HubSpot CRM, Google Sheets, Workflow Automation, Data Synchronization, Conditional Routing, CRM Integration.
Business Value
This type of automation helps businesses reduce manual data entry, keep CRM and spreadsheet records aligned, and make lead-management processes more consistent.
The workflow structure also provides flexibility to add new routing rules and integrations as business requirements change.
My Focus
CRM automation, business process integration, data synchronization, and building maintainable workflows across business applications.
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Posted Oct 20, 2026
A Make and HubSpot automation that captures, routes, and organizes leads in a central CRM workflow, reducing manual follow-up and keeping pipeline data current.
