I am a new user of Zapier so my question may be basic. I’ve looked through the community but can’t find an existing question that solves my problem. Throughout my day, I make sales calls based on an Excel spreadsheet of contacts - the contacts are stacked in Column A. Whenever one of my calls results in a qualifying call being scheduled, I’d like to be able to enter the word “Deal” in Column G of the spreadsheet and have that data entry trigger a New Deal in my HubSpot for that contact. (The contact data is already in HubSpot - I just need a deal to be created associated with the contact’s record). How do I do that? The closest zap I can come to creating is the “New Row” trigger that sends a deal to HubSpot based on data in a particular row. That’s not what I’m looking for. Any thoughts on how to fix? Or a workaround? Thanks.

Hi All! First-time poster on here, and after creating some really interesting things with Zapier, I’m keen to learn more about this amazing tool! One of the businesses I work with uses Jotform and Pipedrive. One of the things that is key to this connection working smoothly is taking uploaded files from Jotform form submissions and adding them to Pipedrive (specifically adding to organisations and within the deals themselves - 2 separate processes). Please can someone outline how this might be possible including instructions? The files do not need to be saved anywhere else for the business. I already have all zaps set up for these connections, it’s just the uploading files bit I’m missing! I’m really looking forward to hearing back from the community and seeing how this would work! Thank you!

You guys closed this ticket a few days ago, and this integration is still very much broken. I have seriously grown to hate Zapier lately. There are massive delays in triggers and zap runs when working with Quickbooks Online. Whether it is a quickbooks problem or a Zapier problem, I really don’t care. This is just another reminder that you should never count on 3rd party services for core business systems.

Hi Zapier Community, I’m reaching out on behalf of The Ledger Labs, where we specialize in helping businesses automate their accounting and finance operations. We’d love to see a deeper FreshBooks integration on Zapier to better support use cases that are critical for accounting automation. Some of the workflows we’re hoping to automate include: Checking if a customer exists in FreshBooks, and creating one if not, followed by generating an invoice. Recording a Stripe payment against a FreshBooks customer balance. Creating and emailing estimates directly to clients. Triggering bank-related automations based on categorized expenses. It would be amazing if the integration supports OAuth 2.0 authentication and full CRUD capabilities (Browse, Read, Edit, Add, Delete) for key FreshBooks objects like: Customer Invoice Estimate Payment Bill These features would be hugely beneficial for small to medium businesses looking to streamline their finance functions. We’re seeing growing demand from clients, and we think this could be a valuable addition to the Zapier platform. Looking forward to hearing if this is on the roadmap or if there are any existing workarounds! Thanks,

As a python code block output, I have two series: ‘Series Date’ and ‘Series Count’. ‘Series_Date’ has the dates from ‘2025-04-11’ and ‘Series Count’ has the number of user count for the dates in ‘Series Date’. With these two series, I want to make a table which has two fields : ‘Date’ and ‘User Count’. Although it seems easy, I’m so new to zapier and the learning curve is too steep to me to buil this. Any help is deeply appreciated