Tips, Tricks & Best Practices

DJohnson4
Participant

Google Sheets Workflow

SOLVE

Hi all,

 

I have a workflow which feeds data into a Google Sheets document, once the data is in the Google Sheets doc I want to delay until 8:45 the following morning and send an internal email to a member of my team to notify them that the document has been updated. The workflow I am currently running is below, but I would like to know if this will send an internal email every time a new row is created in my Google Sheets document. If so, does anyone have any suggestions on how I can make it so the notification only sends once a day?

 

SOV - Ready to Rebook Workflow.PNG

 

Thanks,

David

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Google Sheets Workflow

SOLVE

Hi @DJohnson4,

 

As a workflow step, yes, this would trigger an email for every single contact.

 

If you want to send an email every morning, the best option would be a recurring dashboard email: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

 

There isn't actually a need to send reports, from what you've explained, but you can use this feature as a vehicle for a daily email. Dashboards can also include text, links, images etc.

 

It would also be possible to schedule daily emails with Operations Hub Professional, however the dashboard solution is available in all Professional subscriptions, not just Operations Hub: https://knowledge.hubspot.com/workflows/create-a-scheduled-trigger-workflow

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren


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5 Replies 5
MrJustinGivens
Top Contributor | Partner
Top Contributor | Partner

Google Sheets Workflow

SOLVE

Do you have Operations Hub Pro?










Justin Givens


HUG Leader & Community Champion


Resident HubSpot Nerd | Image in a Box






 












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(256) 886-8269 | (256) 434-5877







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Schedule a time to talk







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MrJustinGivens
Top Contributor | Partner
Top Contributor | Partner

Google Sheets Workflow

SOLVE

@DJohnson4 okay, have you looked into using Google Sheets notifications?

 

I'm trying to see if I work up another way to solve this for you. 










Justin Givens


HUG Leader & Community Champion


Resident HubSpot Nerd | Image in a Box






 












mobilePhone





(256) 886-8269 | (256) 434-5877







emailAddress





justin@imageianbox.com







website





imageinabox.com







 





Schedule a time to talk







website





Let's connect on LinkedIn

















0 Upvotes
DJohnson4
Participant

Google Sheets Workflow

SOLVE

Hi @MrJustinGivens

 

We don't have Operations Hub professional, Just Marketing Hub enterprise.

 

thanks,

David

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Google Sheets Workflow

SOLVE

Hi @DJohnson4,

 

Have you checked the recurring reports feature (see my earlier reply)? I'm convinced this is the easiest, most straight-forward solution here.

 

Best regards!

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.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Google Sheets Workflow

SOLVE

Hi @DJohnson4,

 

As a workflow step, yes, this would trigger an email for every single contact.

 

If you want to send an email every morning, the best option would be a recurring dashboard email: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

 

There isn't actually a need to send reports, from what you've explained, but you can use this feature as a vehicle for a daily email. Dashboards can also include text, links, images etc.

 

It would also be possible to schedule daily emails with Operations Hub Professional, however the dashboard solution is available in all Professional subscriptions, not just Operations Hub: https://knowledge.hubspot.com/workflows/create-a-scheduled-trigger-workflow

 

Best regards!

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.