Question

HubSpot trigger on customer anniversary and send details to Google Sheets

  • 3 February 2022
  • 2 replies
  • 29 views

Userlevel 1

I would like to create an anniversary trigger based off Hubspot ‘Became Customer Date’.

When this date triggers I would like it to send the appropriate details to google sheets.

 

I am struggling to find a solution to trigger on a HubSpot date on anniversary.

Any suggestions please!


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2 replies

Userlevel 7
Badge +14

Hi @Relliott 

What HubSpot plan do you have?
If you have a HubSpot plan that includes Automation Workflows, then check out this help article: https://knowledge.hubspot.com/workflows/create-workflows

Trigger

Action

This can be used to trigger a Zap with the Webhook (Catch Hook) event as the Zap trigger step.

Userlevel 7
Badge +14

@Relliott 

HubSpot and GSheets has an integration via HubSpot Workflows: https://knowledge.hubspot.com/workflows/add-data-to-google-sheets-with-workflows