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Connecting Deals and Google Sheets

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一般投稿者

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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承認済みベストアンサー

受理された解決策
Regular Contributor | Gold 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 | Gold 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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コミュニティーマネージャー

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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一般投稿者

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

コミュニティーマネージャー

Thanks @David_HubSnacks!

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一般投稿者

 Thanks @roisinkirby & @David_HubSnacks

 

 

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Regular Contributor | Gold 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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一般投稿者

@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 | Gold 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 | Gold 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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一般投稿者

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 | Gold 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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