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Best answer

Put Hubspot aggregated data to Google sheet

  • 21 January 2022
  • 1 reply
  • 37 views
F

Hi all!

 

I need to extract from HS to a specific GSheet cell the number of deals with this criterias:

 

- Specific deal stage pipelibe

- Specific deal owner

- Specific month of deal creation

 

 

How can I do that with zapier?

 

More specifically: I have to put an aggregate number (total number of deals...) not a list of.

 

Thanks in advance for your help!

icon

Best answer by justin.vanos 25 January 2022, 11:38

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1 reply

J
Userlevel 3
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Hey there!

It sounds like you’re looking to generate a report, is that correct?

If so, I’d actually recommend possibly doing this outside of Zapier. Zapier is great at automating tasks, and we do have some reporting capabilities but your use case might be better served with pivot tables. 

Would you be able to see if HubSpot can help with exporting your deals (and the associated fields you want) into a CSV file?

You can then open the CSV file in Google Sheet. From there, you can use their Pivot Table feature to generate aggregate numbers based on a criteria you set. 

For info on Pivot Tables in Google Sheets, checkout this article here: https://zapier.com/blog/google-sheets-pivot-table/

Let me know if you have any other questions!

- Justin
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