Hello dear community,I've been looking for a solution to a problem for a long time. Maybe you can help me here. The point is that we use Hubspot as a CRM. But we create our offers using an Excel file. Because that is where our calculations etc. included. In our earlier CRM we had a button which we pressed which then imported all the data into our Excel file via a macro. So a new Excel file was created and all information from the customer was inserted directly.Do you think it is possible to trigger something via any Zap? So copy this Excel file (can also be Google Sheets) and add all customer information.With which app could we solve this?We would appreciate any food for thought.
Best answer by SamB
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