CRM

ESvendsen
投稿者

Creating Deals automatically by pulling data from a Google Sheet

解決

Hi Everyone,

 

I am trying to figure out a way to automatically create deals from a Google Sheet our Sales Team uses to input what stage a company is in. I would like to create a workflow where Hubspot is updated when the Google Sheet is updated. For Example, if a company is in a negotation and then a contract is sent and then signed, those would be refelected in Hubspot under Negotiation, Contract Sent, Closed Won Column once the contract is signed. Right now these are the headings for our Google Sheet. Essentially i would want to setup a Pipeline where it refelects the same data and if anything is changed on the Google Sheet, it's automatically switched in Hubspot. Any suggestions on how i could go about doing this? 

ESvendsen_0-1700151658179.png

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Creating Deals automatically by pulling data from a Google Sheet

解決

Hi @ESvendsen,

 

It would be interesting to understand why your sales team is not working from HubSpot directly. Google Sheets are typically a sign for processes that could be designed in a better way.

 

In any case, I'd approach this with Zapier. Trigger a zap from a Google Sheet row, followed by the action to update a record in HubSpot.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Creating Deals automatically by pulling data from a Google Sheet

解決

Hi @ESvendsen,

 

It would be interesting to understand why your sales team is not working from HubSpot directly. Google Sheets are typically a sign for processes that could be designed in a better way.

 

In any case, I'd approach this with Zapier. Trigger a zap from a Google Sheet row, followed by the action to update a record in HubSpot.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

ESvendsen
投稿者

Creating Deals automatically by pulling data from a Google Sheet

解決

Thanks Karsten, you always provide the best solutions in a timely manner. We are working on getting the sales team to utilize Hubspot.