We have an ICP company list in a Google Sheet that we want to keep in real-time sync with HubSpot, both ways.
Current setup / what works
We use Coefficient to sync.
For companies that are already marked as ICP in HubSpot, it works well:
We did a one-time export from HubSpot → Sheet to get the HubSpot Company Record ID into the sheet.
With that Record ID present, we can continuously update fields from Sheet → HubSpot.
- Updates from Hubspot → Sheets are done with the native Sheets integration via workflows.
The problem
In the sheet, an automation can change a company’s status so that it becomes an ICP based on certain conditions. These “new ICPs” create two issues, because the sheet does not have the HubSpot Record ID yet (that is needed to sync).
Questions
Company exists in HubSpot, but the sheet doesn’t have its Record ID yet
How should we (automatically) update this company from Sheet → HubSpot if we only have the domain name but not the Record ID?
Company does not exist in HubSpot, but does exist in the sheet
How can we ensure that if a company is not found in HubSpot (based on domain), it is automatically created as a new company record in HubSpot?
Does anyone have experience with this setup, or recommendations for tools, workflows, or best practices to solve this?
Thanks in advance!