I am using zapier to capture deal-information in real time in a google sheet we use for staffing assignment purposes. I am trying to have line item information (services) from specific deals exported to the same google sheet, in same row as the deal information (presumably based on HubSpot ID).
Is there a way to map deal-specific line-item information to the right deal?
Probably not explaining this well, so here is what I mean:
Sure, I use Zappier to grab all line items into one worksheet and deals into another. Then I have created a sheet called dashboard where I combine the two using the deal ID. The formula that works for me is a simple SUMIF.
Bummer! I found some references to solve this via the "Code" option in Zapier and use the HubSpot API endpoints (for which I recruited some additional help on my side), I'll let you know if anything comes of it.