Zapier to Google Sheets - Codification of Deal Properties

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Hi all!

Just looking for some help re: the codification of deal properties when I zap something from hubspot to google sheets. I'm trying to set it up so that every time we change a deal's stage, it is zapped and the new deal stage (and date/time) are captured.

In the screenshot below, you can see that the "modified date" (column B) is timestamped in Unix Epoch millisecond time, and "status" (Column F) spits out a code for each deal stage. How do I change it so that it's the deal stage and date in plain, understandable text? 

Screen Shot 2020-05-28 at 4.02.53 pm.png

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HubSpot Moderator

Hey @elliott_birchal 

 

The easiest way to do this is to reference the Deal Stages in the Deal Pipeline via your Settings in your Portal (Settings > Sales > Deals and then hover over the Stage to reveal the </> option). Within the Pipeline, you'll be able to see the name of the Stage and the ID associated to that Stage. 

 

An alternative option is to work with our Pipeline API to request the Pipeline details including the stages. This will breakdown the Pipeline into it's individual stages and will provide both the label and ID to reference. See below as an example:

{
      "stageId": "appointmentscheduled",
      // String; the internal ID of the stage. The stageId should be used when setting the dealstage property of a deal record.
      "label": "Appointment Scheduled",
      // String; The human-readable label for the stage. The label is used when showing the stage in HubSpot.
      "probability": 0.2,
      // Float; The probability that the deal will close. Used for the deal forecast.
      "active": true,
      // Boolean; true for any stage that's currently in use.
      "displayOrder": 0,
      // Integer; Used to determine the order in which the stages appear when viewed in HubSpot.
      // Stages are displayed in ascending order, starting with 0.
      "closedWon": false
      // Bloolean; true if this stage marks a deal as closed won.
    }

If you Store those in your Spreadsheet, you can then use them to update the values passed by Zapier to reflect the Stage Name rather than the internal ID.

 

I hope this helps!

Matthew Willson

HubSpot Developer Support

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HubSpot Moderator

Hey @elliott_birchal 

 

The easiest way to do this is to reference the Deal Stages in the Deal Pipeline via your Settings in your Portal (Settings > Sales > Deals and then hover over the Stage to reveal the </> option). Within the Pipeline, you'll be able to see the name of the Stage and the ID associated to that Stage. 

 

An alternative option is to work with our Pipeline API to request the Pipeline details including the stages. This will breakdown the Pipeline into it's individual stages and will provide both the label and ID to reference. See below as an example:

{
      "stageId": "appointmentscheduled",
      // String; the internal ID of the stage. The stageId should be used when setting the dealstage property of a deal record.
      "label": "Appointment Scheduled",
      // String; The human-readable label for the stage. The label is used when showing the stage in HubSpot.
      "probability": 0.2,
      // Float; The probability that the deal will close. Used for the deal forecast.
      "active": true,
      // Boolean; true for any stage that's currently in use.
      "displayOrder": 0,
      // Integer; Used to determine the order in which the stages appear when viewed in HubSpot.
      // Stages are displayed in ascending order, starting with 0.
      "closedWon": false
      // Bloolean; true if this stage marks a deal as closed won.
    }

If you Store those in your Spreadsheet, you can then use them to update the values passed by Zapier to reflect the Stage Name rather than the internal ID.

 

I hope this helps!

Matthew Willson

HubSpot Developer Support

View solution in original post