Does anyone know how to use the google sheet integration where I create rows in google sheets, and then update rows when a certain property is updated?
I have the first part down. I created a workflow to create rows with my desired data.
But what’s the best way to update those rows?
My first workflow has the trigger “Amount” is known > create google sheet row with unique identifier and “Amount”.
To make sure “Amount” is updated when it changes in Hubspot, what workflow should I make next?
Do I do:
“Amount” is known > Update Google Sheet row ?
Or
“Amount” has been updated in less than 1 day > Update google sheet row?
I’m worried about crossing wires/overloading the integration.
Alright, from what I gather, you’re working on a deal-based workflow.
Your first workflow creates a record in a spreadsheet whenever the deal amount changes – pretty neat! But, updating is a different story.
Actually, you can use just one workflow for both creating and updating records.
When the deal amount changes, trigger the “update record” action instead of “create.” Why? Because updating also covers creating new records when they don’t exist yet.
The key lies in defining the record and using the right lookup property (like the deal name or ID) to see if it’s already in the spreadsheet.
So, just tweak your original workflow: swap “create” with “update,” use the deal name or ID as the lookup property, and make sure to check that box for creating a new record when one doesn’t exist yet.
Hope this helps!