Connecting Deals and Google Sheets

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Occasional Contributor

Hi there - 

 

I have a question about connecting Google Sheets with HubSpot deals. 

 

I want to upate a Google sheet with the current Deal Stage of a deal as the deal moves through the pipeline. I know you can update sheets with HubSpot data through Zapier, but it doesn't seem like it is possible to update with deal properties. 

 

Is there another way to connect HubSpot and Sheets, or perhaps something in Zapier I am overlooking? 

 

Thanks!!

 

 

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Regular Contributor | Platinum Partner

You can do this if the trigger is a deal entering a new stage.  So anytime a deal enters a new stage (any stage), you can automatically update a Google sheet.

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Regular Contributor | Platinum Partner

Looks like you would need multiple Zaps but they would be easy, as you can copy Zaps on your Home Screen.  Look at list of Zaps, and the down arrow offers an option to copy.  Each copy you just go in and change the deal stage... and even if they let you combine triggers into a single Zap, it then would lead to a billable Zap due to the number of steps.

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HubSpot Product Team

Hey @sskurdah, welcome to the Community. 

This is not something I've seen done before, so tagging a few of our CRM experts to see if they have seen this acheived:

@StephanyWHP@tms0003@Trumeter@David_HubSnacks

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Regular Contributor | Diamond Partner

Sory not seen this. Although I will try in our test environment with Zapier and see if it works.

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HubSpot Product Team

Thanks @David_HubSnacks!

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Occasional Contributor

 Thanks @roisinkirby & @David_HubSnacks

 

 

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Regular Contributor | Platinum Partner

You can do this if the trigger is a deal entering a new stage.  So anytime a deal enters a new stage (any stage), you can automatically update a Google sheet.

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Occasional Contributor

@Trumeter

 

Thanks for your response! Are you referring to this connection through Zapier? 

 

The only available option I see is New Deal in Stage: Triggers when a new deal enters a stage. 

 

I had thought that this would only trigger when a new deal was created at a specified  stage, but maybe I am missing something? 

 

Thanks!

 

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Regular Contributor | Platinum Partner

Yes, Zapier.  My understanding is the trigger is when a Deal enters a new stage.  So conceptually you could set the trigger for some up to all of your stages, and anytime a deal is entering those stages, then the information flows to a Google Sheet.  Let me check now and will confirm.

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Regular Contributor | Platinum Partner

Yes, just tried it and it works... doesn't have to be a new deal, but rather a deal entering a new stage.

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Occasional Contributor

Thanks @Trumeter. Would I need to set up a separate Zap for each deal stage for the current deal stage to dynamically pull into the Google sheet? 

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Regular Contributor | Platinum Partner

Looks like you would need multiple Zaps but they would be easy, as you can copy Zaps on your Home Screen.  Look at list of Zaps, and the down arrow offers an option to copy.  Each copy you just go in and change the deal stage... and even if they let you combine triggers into a single Zap, it then would lead to a billable Zap due to the number of steps.

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Occasional Contributor

hi @sskurdah 

Actually, you can try using Coupler.io Google Sheets add-on which works in a bit different way. It allows you to synchronize your Deals information between HubSpot and Google Sheets on a schedule (at the moment the tool offers a 1-hour data refresh as the most frequent option). What is going to happen, all your data will get automatically updated (rewritten) in your connected sheet in Google Sheets once per hour. It would be great to find out whether you would possibly consider this alternative!

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