I'm trying to use a workflow to automate the exporting of a report table into Google Sheets. The Hubspot table only uses 6 fields listed in the screenshot below:
When I try to build the workflow I am not seeing the Engagement ID or Call Duration fields as options.
Could someone please help as to the next best approach to get the ingestion of this sort of table/report automated into Google Sheets? Or is there a Workflow field I am missing? I know there are custom code options within Workflows, API's, and 3rd party tools, but I could use some guidance as to which option could achieve my goal the easiest. Any help on API calls or additional approaches to automate the ingestion of this table would be greatly appreciated.
To my knowledge, you can't do this via Workflow, but you could via Zapier as it accesses those fields when pushing data to other platforms. You would trigger off of the "New Engagement". Something like the following:
To my knowledge, you can't do this via Workflow, but you could via Zapier as it accesses those fields when pushing data to other platforms. You would trigger off of the "New Engagement". Something like the following: