I am trying to sync deals from a Project Tracking SmartSheet we use into HubSpot. I am only seeing the capability to sync Contacts and Companies. I am wondering why this is the case and if there is a workaround without another Marketplace App?
This is exactly what my organization needs! I hope it gets considered ASAP!
We’re solving for this use case in 2024. We need a better association sync for this… Today we theoretically could sync deals, but they would sync without any associations… That would suck wouldn’t it? So we’re first making the engine more powerful, and then we can roll this out.
Just checking is this still on track for 2024?
@jifchen definitely is!
Hi i am looking to sync data from Deals to Smartsheets Its now 2024, have you developed a solution yet?
Yes - this should now work!
Great have you any documentation on howto do this?
@BShortt6 do you have the data sync app installed? if not
- go here and install it (you need to be an admin)
- then a screen like the following will show up which frankly is pretty self explanatory
there are various links throughout those steps to follow that lead to documentation, but let me know if you get stuck
Thank you for your help, this is great.
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