Sales Integrations

pbmartin
投稿者

Google Sheets from Workflows Doesn't Have Deals>Dates?

解決
The new 'Create Google Sheet row' workflow action doesn't appear to include a really-really-important property: Close Date. In fact, I don't see any date properties available. That makes the feature useless in Deals. Am I seeing right or is something awry?
0 いいね!
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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Google Sheets from Workflows Doesn't Have Deals>Dates?

解決

Hi @pbmartin,

 

I just tested this in my portal as well and yes, date properties don't seem to be supported. You could post a suggestion to include date properties in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

As far as workarounds go, there are some alternatives to HubSpot's own integration with Google Sheets:

 

Zapier

automate.io

G-Integrator

actiondesk

 

Depending on your deal volume, you might just stay within the limits of the free plans.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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saps
メンバー

Google Sheets from Workflows Doesn't Have Deals>Dates?

解決

Hi @pbmartin , I'm a bit late to the conversation. In case you haven't figured it out yet, you should try out Airboxr—it's on the Hubspot marketplace: https://app.hubspot.com/ecosystem/9210258/marketplace/apps/marketing/analytics-data/airboxr. It allows you to build and save queries from Hubspot right within your GSheet... and it includes the Close Date property under Deals. Disclaimer: it is my product. Happy to do a walkthrough with you if that helps!

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Google Sheets from Workflows Doesn't Have Deals>Dates?

解決

Hi @pbmartin,

 

I just tested this in my portal as well and yes, date properties don't seem to be supported. You could post a suggestion to include date properties in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

As far as workarounds go, there are some alternatives to HubSpot's own integration with Google Sheets:

 

Zapier

automate.io

G-Integrator

actiondesk

 

Depending on your deal volume, you might just stay within the limits of the free plans.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.