Matching/mapping line items to deal information

[GSommers]

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:

Client                                                  Service                         Quantity

{HubSpot ID - deal info}                 {line item info}            {line item info}

[MGrandjean]

Any updates here? Thanks

[RDuric]

Hi MGrandjean, my dev. resources were fully booked, so I ended up using Zappier to pull the data into a Google sheet, where I then join together the data using formulas.  

[GSommers]

That's terrific to hear. Can you share more re how you did this - specifically how you mapped line items to deal records in the google sheet?

[RDuric]

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. 

[RDuric]

Hi I am looking for the same setup. @GSommers have you found a solution to the problem?

Thanks,
Robert 

[GSommers]

I never figured out/got recommendations on a solution. I also haven't revisited in awhile - maybe something has been developed? Would appreciate knowing what you learn.

[RDuric]

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.

[dennisedson]

Hi @GSommers 

Going to add a couple smart people to this thread to help out

@Josh, @Trumeter can you all offer some guidance here?