Google Sheets
HubSpot
Slack
playbook Template

Export deals from HubSpot to Google Sheets and Share link via Slack

This workflow exports HubSpot deals, adds them to Google Sheets, and shares the sheet via Slack, streamlining sales data sharing.
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Get HubSpot Deal
Action
Get HubSpot Deal
Add data to sheet tab
Action
Add data to sheet tab
Find Google Sheets
Action
Find Google Sheets
Send Slack message
Action
Send Slack message

How does this playbook work?

This workflow exports HubSpot deals, adds them to Google Sheets, and shares the sheet via Slack, streamlining sales data sharing.
Inputs
  • HubSpot filters for deals
  • Google Sheet for storing data
  • Slack channel for sharing the Google Sheet link
outputs
  • Updated Google Sheet with HubSpot deals
  • Notification sent to Slack channel

This automation exports deals from HubSpot, adds them as new rows in a Google Sheet, and shares the updated sheet's link via Slack. It simplifies data sharing and collaboration.

First, the automation retrieves deals from HubSpot using specified filters. These deals are then appended as new rows in a pre-defined Google Sheet. After updating the sheet, the automation retrieves the Google Sheet's link and sends a notification to a chosen Slack channel, sharing the updated sheet's link. This workflow is ideal for:

  • Keeping sales teams updated with the latest deals
  • Sharing pipeline updates in real-time with relevant stakeholders
Pro Tip: This workflow can be further customized to include more detailed filtering or additional steps like sending personalized follow-up emails to clients listed in the exported deals.

Unlock seamless integration between your sales, documentation, and communication tools with Bardeen.

Step 1: Install the Bardeen App

To start, ensure you have the Bardeen app installed on your device.

Step 2: Navigate to the Magic Box

Open the Magic Box in the Bardeen app and input the following prompt:

Export deals from HubSpot, Add new rows in GoogleSheet, Share link using Slack

Step 3: Integrate the Necessary Integrations

Set up the integrations required for this workflow, which includes HubSpot for sourcing deals, Google Sheets for data storage, and Slack for sharing the Google Sheet link.

Step 4: Run the Workflow

With everything set up, you can now run the workflow. This process involves:

  • Retrieving deals from HubSpot based on specified filters.
  • Appending these deals as new rows in a designated Google Sheet.
  • Retrieving the Google Sheet to obtain its link.
  • Finally, sending a message on Slack with the Google Sheet link to share the exported deals from HubSpot.
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How to Automatically Export HubSpot Deals to Google Sheets

Seamlessly Export Deals from HubSpot to Google Sheets

Exporting deals from HubSpot and adding them as new rows in Google Sheets is a crucial step for maintaining up-to-date sales data. To begin, ensure that Google Sheets is connected to your HubSpot account. You can do this directly from the HubSpot App Marketplace or within a workflow in HubSpot. When setting up your spreadsheet, make sure the header row starts in the first column of the first row, and each column header is labeled to match the HubSpot data you wish to export. Use the Create Google Sheet row action in HubSpot workflows to add data to your sheet, ensuring your spreadsheet is formatted correctly beforehand. For more detailed data management, consider using the Update data in a Google Sheet action to modify existing rows based on unique identifiers.

Unlock seamless integration between your sales, documentation, and communication tools with Bardeen.

Integrate Slack for Efficient Google Sheets Sharing

For teams looking to share updates in real-time, integrating Slack with Google Sheets is a game-changer. Slack's Workflow Builder allows you to automate tasks such as adding information to a spreadsheet or pulling data into Slack channels. Begin by installing Google Sheets for Workflow Builder in Slack and create a workflow that includes a Google Sheets step. This setup enables you to send or receive information from Google Sheets in real-time, streamlining the process of keeping your team informed.

Enhance Collaboration with HubSpot and Slack Integration

Integrating HubSpot with Slack enhances your team's ability to collaborate efficiently. Connect the Slack app to HubSpot to manage records, receive notifications, and perform actions directly within Slack. This integration allows for real-time updates and interactions, ensuring that your team stays informed and aligned. By mapping HubSpot and Slack email addresses, you ensure that notifications are accurately pushed to Slack, keeping everyone in the loop on deals and customer interactions.

Pro Tip: This workflow can be further customized to include more detailed filtering or additional steps like sending personalized follow-up emails to clients listed in the exported deals.
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