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Best answer

Find and Update a Deal in HubSpot when a row in Excel is updated

  • 20 May 2021
  • 2 replies
  • 128 views
A

I need Zapier to create a zap where it’s connected to an excel spreadsheet and every time a certain column is updated in the spreadsheet, it finds the associated deal with whatever row was changed. The problem is, we don’t store the IDs of the deals in our spreadsheet so I was wondering if there’s a way to search for a certain deal according to it’s name or anything like that.

 

Thanks!

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Best answer by Troy Tessalone 20 May 2021, 21:01

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2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @AaronSchanz 

Try this HubSpot search action: Find Deal

Check out the available search options for the HubSpot Zap app here: https://zapier.com/apps/hubspot/integrations#triggers-and-actions

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A

Yea, I ended up figuring it out using that feature, thanks!

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