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:
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.
To start, ensure you have the Bardeen app installed on your device.
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
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.
With everything set up, you can now run the workflow. This process involves:
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.
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.
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.
With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.
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