Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How do I create a Zap to update an Excel sheet when a HubSpot task changes or a new one is added?

  • October 20, 2024
  • 2 replies
  • 17 views
L
Forum|alt.badge.img

Hi,

 

Can I create a zap that will update an excel sheet whenever a task has been changed/updated in HubSpot. Can’t seem to find anything on it? 

 

Additionally, is there a zap I can use that adds a task to an excel sheet when added in HubSpot

 

Thanks

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 20, 2024

Hi @lachie016 

Review the available triggers/actions for each Zap app:

 

Zap Steps

  1. Trigger: HubSpot - New Ticket
  2. Action: Excel - Create Row

 

  1. Trigger: HubSpot - New Ticket Property Change
  2. Action: Excel - Find Row
    1. Check the checkbox to create a row if not found
  3. Action: Filter
    1. Check if the variable found = true
  4. Action: Excel - Update Row

 

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • October 28, 2024

Hi @lachie016,

How did you get on with Troy’s suggestions here? Would love to get their reply marked as the best answer if that did the trick. And if it didn’t, happy to assist further - just let us know. 

Looking forward to hearing from you on this! 🙂

Terms & ConditionsAccessibility statement