Is anyone able to assist in the best way to set up a workflow to send deal data from HubSpot to a Google sheet line by line? ie. Not just a list of deals and their value but also their line items and values? Our finance team are currently exporting the data and then using looker studio.
Hello!
1. Make sure you have the Google Document set up.
2. Then in your workflow when you are mapping fields, you’ll see “Edit Available Data” - click that
3. Then you’ll select “Add records” and then you’ll want to select the record type “Line Item” and then If associated to the enrolled deal"
That should help!
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Hi, I am looking into a similar solution.
In my case, that doesn’t work if I have multiple line items. Is there a any workflow only way to do it with multiple line items?
I tried a solution to add 2 data sources, one with “First created” and one with “Most recently created” associated line item to separate between the 2 line items I have.
Though that doesn’t seem to work if the Line Items are created when you create the deal, then both data sources return the same Line Item.
Unfortunately it doesn’t seem like this is possible with workflow. I’ve reached out to support and developer community and it seems it can only been done with an Line Item API.
To retrieve all line items, make a GET request to /crm/v3/objects/line_items.
I would recommend putting this as an idea on the ideas page to get upvoted, it seems like just a simple ask!
A possible work-around would be to export the deals from the “deal object page” and export all associated records in each association column. This will list all line items in the one column.
I also created a rollup property that would give me the total of all line items associated with a deal.
Thank you! We are currently doing the export anyway as we look at different product types in reporting but I will suggest it to ideas as well.
Coefficient’s HubSpot marketplace app offers a 2-way sync between Sheets/Excel and HubSpot. It’ll be the easiest way to set this up - will take likely 5-10 minutes to get connected and pull what you need and you’ll do it all from your spreadsheet, which your finance team will love.
Instead of trying to force this through a HubSpot workflow, you can use Coefficient to pull all deal and line item data directly into Google Sheets or Excel. It supports joined tables, so you can pull in deals with their associated line items and values, no need to stitch them together manually.
Set it to auto-refresh on a schedule, and your finance team will always have an up-to-date deal register ready to use in Sheets/Excel with no more manual exports or messy workflows.
Here’s a quick video showing how it works
