Unable to find Google Spreadsheet for Workflow

Smart CRM & Sales Hub Account & Settings
1

Hi all, I want to create a workflow to update a Google Spreadsheet, but I am unable to find the spreadsheet to update. How can I troubleshoot this?

2

Hi @MWee8,

When selecting a spreadsheet in the workflow editor, the sheets available are tied to the sheets that connecting user has access to. For a sheet to appear as an option, it must meet at least one of the following requirements:

  • Belong to the connecting user’s drive.
  • Previously shared with the connecting user.
  • Belong to a shared drive that the connecting user has access to.

Could you double check that’s the case, especially if you’re working with multiple Google accounts?

Best regards!

3

Hi Karsten, this is really helpful information. Appreciate it! Yes, we have multiple users. Is there any way to check on Hubspot who is the connecting user or do I have to ask around?

4

Hi @MWee8,

Unfortunately not, but you can ask HubSpot support, they can let you know who installed the Google Sheets integration.

Best regards!

5

Noted on this, appreciate your prompt and helpful response! :slightly_smiling_face: