Integrations with Hubspot

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

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

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

Andrew

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

Hi @intechoutreach

I hope you're well and safe!

You could use the Operations Hub in HubSpot to connect HubSpot and Smartsheet.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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@intechoutreach

Happy to help!

You'd have to select what you'd like to connect from HubSpot to Smartsheet.

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There is a Smartsheet connector for Amazon AppFlow  https://docs.aws.amazon.com/appflow/latest/userguide/connectors-smartsheet.html that can store your Smartsheet data to HubSpot and other destinations.