Smanstey

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solutions
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Smanstey on May 08, 2025

Sortable company property in lists (Contacts > Company)

Would it be possible to make the association properties / columns in a list sortable ie. Contact-Company (Primary)? Right now I have a list that I cannot sort by company using this field.

Reply Idea Lists

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Smanstey on May 08, 2025

Workflow / Google Sheets - Multiple line items export

It would be amazing if we could set up a workflow to send deal data from HubSpot to a Google sheet line by line? ie. Not just a list of deals and their value but also their line items and values? Currently, you can include only one line item - what read more

Reply Idea Workflows

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Smanstey

Contributor

May 08, 2025

Reply to Use a workflow to create a Google sheet deal register (all deals / line items)

Thank you! We are currently doing the export anyway as we look at different product types in reporting but I will suggest it to ideas as well.

Solved

Smanstey on April 24, 2025

Use a workflow to create a Google sheet deal register (all deals / line items)

Is anyone able to assist in the best way to set up a workflow to send deal data from HubSpot to a Google sheet line by line? ie. Not just a list of deals and their value but also their line items and values? Our finance team are currently exporting read more

Reply Discussion Enterprise

1 upvote

6 Replies

Smanstey

Contributor

July 30, 2024

Reply to Lifecycle stages - Block skipping stages?

Thank you @karstenkoehler 🙂 I have since implemented a property to set lifecycle stages and made lifecycle stages view only for all. May I ask ...read more

Smanstey

Contributor

July 11, 2024

Reply to Lifecycle stages - Block skipping stages?

yes! Thank you, that is a great suggestion... I think a little drop down box of some kind that will determine which may the lead goes and workflows i...read more

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