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ABaas5
Member

Google Sheets integration with mulitiple data sources

SOLVE

Hi all,

I have created a workflow to push data to a connected Google Sheets file. But how can I push company data as well as deal data into 1 sheet? It doesn't seem to work as workflows are either started from the company or deal? Who can help me out? 

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1 Accepted solution
MrJustinGivens
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Google Sheets integration with mulitiple data sources

SOLVE

@ABaas5 Great question. 

 

You could solve this in one of two ways. 

 

The first way would be to copy the company fields you won't over to the contact record and then push the row into Google sheets from the contact property. 

 

The second way would be if you have operations hub Pro or higher, you could use custom code to store the values from the company record associated with that contact and then push them to the Google sheet as before. 

 

Hope this helps. If you need more, just let us know. 









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MrJustinGivens
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Google Sheets integration with mulitiple data sources

SOLVE

@ABaas5 Great question. 

 

You could solve this in one of two ways. 

 

The first way would be to copy the company fields you won't over to the contact record and then push the row into Google sheets from the contact property. 

 

The second way would be if you have operations hub Pro or higher, you could use custom code to store the values from the company record associated with that contact and then push them to the Google sheet as before. 

 

Hope this helps. If you need more, just let us know. 









PamCotton
Community Manager
Community Manager

Google Sheets integration with mulitiple data sources

SOLVE

Hey @ABaas5 thank you for posting in our Community.

 

Currently, you can use the Create Google Sheet row action or Update data in a Google Sheet action to send data from HubSpot properties to your spreadsheet. For example, you can use this action to send contact data from new leads to a spreadsheet for your sales outreach team.

 

Before you can add data to Google Sheets with workflows, you'll need to connect Google Sheets to your HubSpot account. You can connect the app from the App Marketplace or from within a workflow.

 

 

I want to share this knowledge base here with more steps:

Let's invite some of our top experts to this conversation. @MrJustinGivens @TomM2 @MatthiasKunz any recommendations for @ABaas5?

 

Thank you,

Pam

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