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

PHURLEY
参加者

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.

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weiliang_lee
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

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

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weiliang_lee
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

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

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Jaycee_Lewis
ソートリーダー

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

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