Integrations with Hubspot

02/24/20
Answered - Pending Review

Our Sales team is using Hubspot. I am looking for advice on integrating Hubspot with Smartsheet.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jerry,

    Except for being a Smartsheet Partner, I'm also a HubSpot Partner.

    What do you want to do?

    Can you describe your process in more detail?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andree, thank you for offering your assistance.

    Each Monday we use a 3rd party application called import2 wizard to export our deals and the most recent note associated with each, captured in the column titled "Support/Process to Close".

    We have been using import2 wizard because that is the only way we have been able to extract the most recent note from the deal.  The note field is where our sales team enters their most recent update for inclusion in the weekly executive report.   

    We also capture standard data such as the Deal Name, Deal Stage, Deal Amount, Close Date and Salesperson.

    This data is exported into an Excel document which gets formatted and sent to our Executive Management.

    Now that we are using Smartsheet we are curious if there is a way to integrate with HubSpot to facilitate this weekly report.  It would be even more ideal to completely automate this report. 

    Please let me know if you require further detail.

    Thank you,

    William Welch



  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 02/25/20

    @Jerry Lenzo & @William Welch

    Happy to help!

    I don't think that you need the Import2 Wizard because we could create a report and export that instead and then import it to Smartsheet. 

    It might also be possible to do it automatically with the Zapier. The only thing I'm unsure of with Zapier is the recent note part.

    Is the recent note in the deal area or the contact/company area?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • It has been over a year since we began using import2 wizard so we were hoping there were now some alternate options or updated HubSpot ability.

    I did look at Zapier briefly but didn't understand how it worked.  I requested a demo but was advised they do not give them.

    The note is entered directly into the deal area and we are only concerned with the last entered note.

    William

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @William Welch,

    Ok, I think that we can make it work with Zapier. I'll have a look and test it and get back to you!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I'm also interested in this, wondering if you were able to get it working.

    Andrew

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Andrew Cuskelly

    Do you want to do the exact same thing or something else?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • edited 11/17/20

    Hey @Jerry Lenzo, an alternative to automations with Zapier, is integrating Hubspot and Smartsheet, with a company I work for, Unito. That way, you can create a 2 way flow of information across both platforms, and neither you or the sales team needs to leave either to get your work done! If you want a comparison between Unito and Zapier, I'll include an article that will help you pick which is the right one for you. Hope that helps!

    https://bit.ly/36KhCs7

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