amitsarda

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karstenkoehler

Amit Sarda

Hello, I am Amit Sarda! I am a Systems Designer & Builder. I build scalable systems for SMB founders using SaaS, Nocode, and automation. I have a strong analytical and technical background with a Bachelor’s degree in Computer Science & Engineering and an MBA. I have worked as a software engineer for ~3 years and as a Sales Analytics consultant for 3.5 years before turning to freelance full-time in 2016. I have built several scalable products from scratch using SaaS, Nocode platforms, and automation. I am well-versed with multiple nocode platforms and I have been officially certified by many platforms. As such, I know the pros and cons of each platform and can advise you on the right platform to choose from. Other tools that I absolutely love using are Zapier, Airtable, Google Sheets, Notion, Coda, Tableau, Make, N8N. Check out my website at https://www.amitsarda.xyz

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Solved

MariaKristians1 on February 23, 2023

Capitalize more than one last name

Hi. I have a workflow that capitalizes first name and last name, but if the contact has more than one first name or last name, this is not formatted. Any idea on how to solve this?

Reply Discussion Enterprise

0 upvote

6 Replies

amitsarda

Participant

February 23, 2023

There should be a format action along the lines of 'Proper case' instead of 'capitalize'. If it's not available, this should be easily doable using ...read more

Solved

WHawkins3 on February 16, 2023

Customized Data Report Exports

Hello, I'm looking to find some answers regarding creating customized reports for Deal info from my company HS system. Currently I am running into issues where the the report is limited to 4 columns max. I am needing to add more columns than read more

Reply Discussion Professional

1 upvote

3 Replies

amitsarda

Participant

February 17, 2023

Hi @WHawkins3 ! I would recommend following the approach shared by @johnelmer . You can use tools like Coupler to set up a data pipeline and vis...read more

Solved

TJones45 on February 15, 2023

Notification when Close Dates pushed out to next Quarter

Looking to have a notification emailed to me when a rep updates a close date into the next quarter. So far none of the avaliable triggers for Close Date work for this. Anyone have a suggestion?

Reply Discussion Professional

0 upvote

2 Replies

amitsarda

Participant

February 15, 2023

Hi @TJones45 You can do this using Make/Integromat using some date formatting and operators.

Solved

MClifton on February 15, 2023

Can you import using an alternative ID

Is there a way to do imports it an existing database using an alternative ID field? I would like to use our Customers numbers as the Unique Identifier field during importing updated information into the customer records.

Reply Discussion Professional Starter

0 upvote

2 Replies

amitsarda

Participant

February 15, 2023

Hi @MClifton , The only option I can think of is adding a custom field for Customer numbers. You can then use this field to build a bridge.

Solved

ChrisChiha on May 05, 2022

Google sheets x HubSpot integration | Contact ID

Hello, I am using HubSpot x Google sheets integration. My google sheet contains contact properties, for contacts that already exist in Hubspot (Contact ID, name, email,...) Is there a way to update my contacts in HubSpot as per the updates done in read more

Reply Discussion How-To Integrations Workaround Workflows

0 upvote

4 Replies

amitsarda

Participant

February 02, 2023

For anybody looking for a solution to this today, please check out Coupler 's offering to help you back up your Hubspot data to Google Sheets, Go...read more

Solved

sskurdah on October 17, 2017

Populate Google Sheets With HubSpot Data

Hi All - I'm looking for a way to populate Google Sheets wtih HubSpot data for reporting purposes. Ideally, as data is populated and edited within HubSpot, the Google Sheet would update as well. Is there currently any sort of integration o read more

Reply Discussion

1 upvote

16 Replies

amitsarda

Participant

February 02, 2023

For anybody looking for a solution to this today, please check out Coupler 's offering to help you back up your Hubspot data to Google Sheets, Googl...read more

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