To get HubSpot data from HubSpot account you need to be logged in into HubSpot. Then you need to select from the menu Add-ons -> G-Accon for HubSpot -> Get HubSpot Data -> Deal.
Select Deal option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which has the entered value in it will be highlighted in the below box.
Select Deal option from the drop down menu. G-Accon for HubSpot provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. For your convenience, there are repopulated values such as This Month, This Quarter, This Year, Last Month, and so on.
You also can use pop up calendar or load the value from your google spreadsheet cell.
In order to switch to dynamic Data Rage you need to click on the button “Switch to Dynamic Date Range“. You have the ability to set up the Date Range (To and From) dynamically. The template will be calculated based on the selected Date Range.
You also have the ability select or unselect All attributes for the chosen object.
You can also expend the object’s structure to see all underlining attributes or collapse it.
G-Accon for HubSpot also introduced tag option which allow you to display attributes by using labels or tags.
G-Accon for HubSpot provides also the optional features that might be useful for your business such as Change Pull Settings, set up different filters by using Select the field to filter by, Order Result by, and Schedule a Refresh. We will cover all these features in more details.
Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Enforce pick list values
- Create deep links to HubSpot
- Freeze Data Table Header
- Keep Original Formatting
- Retrieve headers
- Create a Data Table around pulled data
- Display Date Range
- Exclude Auto Refresh
You can also enter the start cell, for instance, A1 and the name of the template (Template Name) in Template Name field.
Next option is Select the field to filter by. This powerful feature allows you to filter data based on your specific criteria. If you select Filter by Field the following drop down values will be available to filter your result:
For example, you can select a filter field called “Deal Stage” and provide the value to contains field – “appointmentscheduled” in our case. The system pull all deals which “appointmentscheduled” in it.
The data query result can be displayed in certain order. To achieve that you need to use Order Result By option. In Order By field you need to select the attribute and Order Type will give you the Ascending or Descending order options.
To schedule the auto Refresh, you can use option Schedule a Refresh. The important to remember this settings will take effect only if the master auto refresh process in turned on. The spreadsheet level auto refresh schedule takes precedence over the Master schedule. You can schedule the auto refresh Hourly, Daily, Weekly, and Monthly. See the Automation process explanation for more details.
To execute the process, click on the “Execute” button. The Deal details will be populated on the Google Sheet.
In order to modify your template you need to select Update/Modify/ Delete Templates for Current Sheet menu option from the menu Add-ons -> G-Accon for HubSpot:
Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.