We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).
May 4, 2022 9:33 AM - edited May 4, 2022 9:35 AM
Hello everyone! I work in Sales Operations and we are currently looking into a territory refresh within our organisation. I want to pull an active list from Hubspot into a Google Sheet to easily visualise the accounts available to assign, is a workflow linked to Google Sheets the best way to do this? Any advice would be great, thanks!
May 10, 2022 10:30 AM
You can try Actiondesk it's a spreadsheet connected to Hubspot 🙂
May 9, 2022 9:56 AM
You don't have to build a workflow for this. Just download your list of companies into a Google/Excel sheet. That sheet will have the unique company identifier so you can re-upload the list with the new or revised account owner.