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!
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.
