I would like the ability to create deals while i am offline, then import into Hubspot

PHURLEY · ‎Oct 24, 2022

I would like to add deals via excel or word and then upload to Hubspot when I am online. Do others believe this is a usweful feature?

Can we hear from the Hubspot developers if this is feasible?

Thank you all in advance.

weiliang_lee · ‎Oct 25, 2022

I'm not sure if HubSpot would build this into a native feature. By your description, I believe it can be done in a couple other ways.

One way is to use Google Sheets and make an offline version. This would mean that when your connection is back online, the data will get synced into Google. Thereafter, you can use a connector such as Zapier, Integrately etc, that syncs the data from your said sheet into HubSpot Deals.

Cheers

WL

View solution in original post

weiliang_lee · ‎Oct 25, 2022

I'm not sure if HubSpot would build this into a native feature. By your description, I believe it can be done in a couple other ways.

One way is to use Google Sheets and make an offline version. This would mean that when your connection is back online, the data will get synced into Google. Thereafter, you can use a connector such as Zapier, Integrately etc, that syncs the data from your said sheet into HubSpot Deals.

Cheers

WL

Jaycee_Lewis · ‎Oct 31, 2022

Thanks, @weiliang_lee 🙌

Hey, @PHURLEY 😊 The best, and most direct method, to get product feedback and suggestions in front of the Product team is to create a post here — HubSpot Ideas forum. If you link your post back here, I'll give it an upvote to help get things rolling.

Best,

Jaycee

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PHURLEY · ‎Oct 31, 2022

Jaycee,

Here is the link.

Please let me know if it worked for you.

https://community.hubspot.com/t5/HubSpot-Ideas/I-would-like-the-ability-to-create-deals-while-I-am-o...

PHURLEY · ‎Oct 25, 2022

WL,
Thank you for the suggestion.
I am unfamiliar with those applications but will try and read up on them.

APIs & Integrations