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SDay
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Member since ‎Mar 12, 2021
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Sara Day

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SDay on October 08, 2021
Workflow to update a property in a deal ONLY if the deal has been updated after going into a stage
This is a little convoluted but we are using Zapier to create a document (through Formstack) pulling fields from Hubspot when a deal is moved into the Kickoff Call Scheduled stage. However, that document is then static, and fields are often upd read more
Reply Discussion Deals
0 upvote
2 Replies
Solved
AshS on October 21, 2019
Edit Contact Owner Internal Value
Hi there, I'm using Zapier to integrate HubSpot with an SMS service (Esendex), to follow up with our leads. When I map the Contact Owner property to the integration, the Internal Value ID is brought in instead of the Contact Owner's name (La read more
Reply Discussion
0 upvote
9 Replies
SDay
Participant
September 23, 2021
Genius, thank you! That was my first if/then branch! Super cool!
Solved
AshS on October 21, 2019
Edit Contact Owner Internal Value
Hi there, I'm using Zapier to integrate HubSpot with an SMS service (Esendex), to follow up with our leads. When I map the Contact Owner property to the integration, the Internal Value ID is brought in instead of the Contact Owner's name (La read more
Reply Discussion
0 upvote
9 Replies
SDay
Participant
September 23, 2021
Genius, thank you! That was my first if/then branch! Super cool!
Solved
ExcellMarketing on January 22, 2020
Export of date picker field to Excel using Zapier
Hi Guys, I'm using Zapier to auto polulate an Excel doc with a date picker field from HubSpot but the result i'm getting is a long number e.g. "1579478400000". The property in set correctly in Hubspot: Is there a formula I can read more
Reply Discussion CMS Content Companies Contacts Developer tools
0 upvote
3 Replies
SDay
Participant
September 10, 2021
I am using Zapier to pull a date field from a deal into Formstack and create a word document. My dates are appearing as Seb's above, but since I'm no...read more
Solved
Damien on July 29, 2021
Date format when exporting to Google Sheet
Hi all, we are using the Google Sheets integration to export a list of contacts from HubSpot to Google Sheets via a workflow. The problem is that the "Create Date" property comes through as a long number, rather than an actual date. Here are read more
Reply Discussion Professional
3 upvotes
19 Replies
SDay
Participant
September 10, 2021
I'm exporting dates to a word document through Zapier and then into Formstack. Is there a way to set an export format for dates that isn't in millise...read more
Solved
jonathanwood on February 19, 2019
Export Deals Pipeline Board View
I'm looking to export the board view (See below) of our deals pipeline so we can use the data in presentation etc. This export has to include: Deal name Deal stage Deal owner Deal amount Deal company Associated contacts Est. cl read more
Reply Discussion Sales Dashboard
11 upvotes
7 Replies
SDay
Participant
September 08, 2021
Has anyone found any other ways to do this? I'd love to be able to send this view as a daily or weekly attachment/download without having to do this ...read more
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