Hello! Excited to share a step by step guide on how to synchronize your Hubspot and Postgres customer data with a Lido spreadsheet.
Lido is a spreadsheet with superpowers that can connect directly to your data (Hubspot, Salesforce, databases, Zendesk, MySQL, and more) and work with it just like a normal Google Sheet or Excel document. No more importing CSV’s.
If you want to take it further, you can build low code tools and dashboards powered all by spreadsheets. If you can organize your data in a spreadsheet, you can build an internal tool to power customer support, operations, growth, and other internal teams.
The first step is to connect Hubspot and Postgres so you can pull data “live” into spreadsheets.
You should now see a new sheet in your Lido file title “Hubspot” and with all contacts real-time streamed into a regular spreadsheet table. You can now work with that data as you would in Excel of Google sheets.
Now do the same with Postgres choosing a list of users that share the same email address with your Hubspot records. When you’re done you’ll have a second sheet named “PostgreSQL” with your current records.
The next step is to join the Hubspot and Postgres tables on the common “email” field to get a single record for a customer that includes data from both Hubspot and Postgres.
You’ll now have a spreadsheet in Lido that has a single table with unified customer records across Hubspot Contacts and Postgres Users. You can continue to join as many tables as you want.
You can stop in the previous step and just work with the data in the spreadsheet. Lets say you want an easier way to look up customers than Ctrl + F in a sheet. In Lido, you create a simple dashboard
You now have a search screen on top of your unified Hubspot and Postgres data.
Any questions? Join our Beta Slack and help us build the best low code platform build on spreadsheets for ops teams to build internal tools