Create offers via Google Sheets/ Excel and Makro

[Atilla]

Hello dear community,
I've been looking for a solution to a problem for a long time. Maybe you can help me here. The point is that we use Hubspot as a CRM. But we create our offers using an Excel file. Because that is where our calculations etc. included. In our earlier CRM we had a button which we pressed which then imported all the data into our Excel file via a macro. So a new Excel file was created and all information from the customer was inserted directly.

Do you think it is possible to trigger something via any Zap? So copy this Excel file (can also be Google Sheets) and add all customer information.

With which app could we solve this?

We would appreciate any food for thought.

[james-portant]

Hi Atilla,

We have released an App on the HubSpot Marketplace that does something like this. It takes information from Deals and associated objects and places them into a Google Doc or Slides file. You can check it out here:
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181
It also works with loads of other HubSpot data and has eSignatures built in. 
Please let me know if you have any questions.
Cheers,
James

[karstenkoehler · Accepted solution]

Hi @Atilla,

What exactly are you referring to when you say "all data"?

Zapier would be an option, with triggers including "New Deal" and actions like "Create spreadsheet" or "Create Spreadsheet Row(s)". You could either try to create separate files directly or collect all quote information in one spreadsheet and then have a second Zap create a quote file from each row in the first spreadsheet: https://zapier.com/apps/google-sheets/integrations/hubspot

I haven't found any app which accomplishes this out of the box but it has been requested by other users before: https://community.hubspot.com/t5/HubSpot-Ideas/Export-quotes-data-to-an-excel-spreadsheet/idi-p/2695...

Hope this helps!

[Atilla]

Hey Karsten,

thanks for the quick response.
Does Google Sheets give you the option to copy the template and paste all the data into the new template?

Because the background is as follows: We have an offer template. And would like this template to be copied and the customer data added every time. So that the offer is ready and the original template has not been changed.

With Create Spreadsheet, I would only ever change something in an existing file, right? Do you think it is somehow possible to say beforehand Copy the template and then add SPreaadsheet?

[karstenkoehler]

Hi @Atilla,

Hard to tell without having seen the template and knowing the specifics. My suggestion would be to simply give it a go, try and see if you can make it work with Zapier.

Best regards!