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Question

I want to automate Hubspot reports into Airtable Chart

  • 5 July 2023
  • 3 replies
  • 57 views
Trent
Userlevel 1

I would like to automate the daily reports in Hubspot into a chart into Airtable. However, I would like to create new rows of data in Airtable for each day.

 

What trigger would I use? I can’t seem to find one that suits what I would like to see, as most of the triggers pertain to new contacts or deals in Hubspot. Once again, I would like the data pulled from the reports on my dashboard. Furthermore, would the action be Create Records with Line Item Support? 

For example, the dashboard reports I’d like to pull information from:

 

 

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

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Trent 

Good question.

If the desired HubSpot Zap app trigger is not available, then you may have to look into using the HubSpot API or Webhooks.

https://developers.hubspot.com/docs/api/overview

https://developers.hubspot.com/docs/api/webhooks

 

The Zap app for both would be Webhooks: https://zapier.com/apps/webhook/help

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

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

Hey @Troy Tessalone 

 

I was specifically looking to collect the information on Hubspot under dashboards and have that information in Airtable. Do you know which trigger I would be using? 

 

Thanks

Troy Tessalone
Userlevel 7
Badge +14

@Trent 

The list of available HubSpot Zap triggers can be found here: https://zapier.com/apps/hubspot/integrations#triggers-and-actions

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