Author: gint

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Announcing an Enhancement for G-Integrator for Zoho CRM: Add New Records Only (Incremental Update)

We are excited to enhance a powerful feature of our G-Integrator for Zoho CRM addon: “Incremental Update”. This enhancement is designed to optimize your data synchronization process, making it more efficient and reducing the time it takes to update your records.

Why This Feature Matters

Many of our clients manage large volumes of data within Zoho CRM, such as calls, emails, and other records that rarely change once created. Previously, each synchronization would require re-querying the entire dataset, which could be time-consuming and resource-intensive. This often led to automatic updates being terminated prematurely due to the Google Script engine’s 6-minute execution limit.

With the new “Incremental Update” feature, you can now synchronize only the records that have been created since the last query execution. This targeted approach significantly reduces the amount of data being processed, thereby decreasing the overall download time and ensuring your updates complete within the allowed time frame.

Benefits of Incremental Updates

  1. Faster Synchronizations: By only downloading new records, the synchronization process is much quicker, saving you valuable time.
  2. Reduced Resource Usage: Minimizing the amount of data processed reduces the strain on your system, leading to more efficient operations.
  3. Increased Reliability: Preventing automatic updates from being terminated ensures your data is always up-to-date without the need for manual intervention.
  4. Improved Performance: Streamlined data handling means you can focus on your core business activities without worrying about lengthy data synchronization processes.

Important Warnings

While the incremental update feature offers significant advantages, it is important to be aware of the following:

  1. Order By Conditions: If you have one or more “order by” conditions, the entire data set will be re-ordered during synchronization. This can take significant time if there are hundreds of thousands of records. Plan accordingly to avoid potential delays.
  2. Data Integrity: The query does not update or validate any existing data. If the existing data is changed manually, the result can be unpredictable. Ensure that your data remains consistent and avoid manual changes during the synchronization process to maintain accuracy.
  3. Unchanged Source Data: This feature works only if the source data in the Zoho CRM account are not changed. The addon will never re-download any existing data, so if they are changed in Zoho CRM, the sync will be lost. If you need to update existing data, you can temporarily uncheck the “Add New Records Only (Incremental Update)” option, manually re-synchronize the data, and then check it on again.

How to Use the Incremental Update Feature

Using this new feature is straightforward. Follow these steps to enable incremental updates in your G-Integrator for Zoho CRM addon:

  1. Access the Settings: Navigate to the “2. Change Pull Settings (optional)” tab in your download template
  2. Enable Incremental Update: Look for the option labeled “New Records Only (Incremental Update)” and toggle it on.
  3. Save and Sync: Save your settings and initiate a synchronization. The addon will now only query and add new records created after the last execution.

Real-World Applications

Imagine you have thousands of call records in Zoho CRM that are never modified once logged. With incremental updates, you no longer need to re-download all these calls every time you sync your data. Instead, the addon will quickly fetch only the new calls since the last update, drastically reducing the synchronization time and ensuring your data set is always current.

Feedback and Support

We believe this feature will greatly enhance your experience with G-Integrator for Zoho CRM, and we are eager to hear your feedback. Should you have any questions or need assistance, our support team is always here to help. Please contact us by email: support@g-integrator.com

Thank you for choosing G-Integrator for Zoho CRM. We are committed to continuously improving our tools to better serve your needs.

Happy integrating!

The G-Integrator Team

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Announcing a New Feature for G-Integrator for HubSpot: Add New Records Only (Incremental Update)

We are excited to introduce a powerful new feature to our G-Integrator for HubSpot addon: “Incremental Update”. This enhancement is designed to optimize your data synchronization process, making it more efficient and reducing the time it takes to update your records.

Why This Feature Matters

Many of our clients manage large volumes of data within HubSpot, such as calls, emails, and other records that rarely change once created. Previously, each synchronization would require re-querying the entire dataset, which could be time-consuming and resource-intensive. This often led to automatic updates being terminated prematurely due to the Google Script engine’s 6-minute execution limit.

With the new “Incremental Update” feature, you can now synchronize only the records that have been created since the last query execution. This targeted approach significantly reduces the amount of data being processed, thereby decreasing the overall download time and ensuring your updates complete within the allowed time frame.

Benefits of Incremental Updates

  1. Faster Synchronizations: By only downloading new records, the synchronization process is much quicker, saving you valuable time.
  2. Reduced Resource Usage: Minimizing the amount of data processed reduces the strain on your system, leading to more efficient operations.
  3. Increased Reliability: Preventing automatic updates from being terminated ensures your data is always up-to-date without the need for manual intervention.
  4. Improved Performance: Streamlined data handling means you can focus on your core business activities without worrying about lengthy data synchronization processes.

Important Warnings

While the incremental update feature offers significant advantages, it is important to be aware of the following:

  1. Order By Conditions: If you have one or more “order by” conditions, the entire data set will be re-ordered during synchronization. This can take significant time if there are hundreds of thousands of records. Plan accordingly to avoid potential delays.
  2. Data Integrity: The query does not update or validate any existing data. If the existing data is changed manually, the result can be unpredictable. Ensure that your data remains consistent and avoid manual changes during the synchronization process to maintain accuracy.
  3. Unchanged Source Data: This feature works only if the source data in the HubSpot account are not changed. The addon will never re-download any existing data, so if they are changed in HubSpot, the sync will be lost. If you need to update existing data, you can temporarily uncheck the “Add New Records Only (Incremental Update)” option, manually re-synchronize the data, and then check it on again.

How to Use the Incremental Update Feature

Using this new feature is straightforward. Follow these steps to enable incremental updates in your G-Integrator for HubSpot addon:

  1. Access the Settings: Navigate to the “2. Change Pull Settings (optional)” tab in your download template
  2. Enable Incremental Update: Look for the option labeled “New Records Only (Incremental Update)” and toggle it on.
  3. Save and Sync: Save your settings and initiate a synchronization. The addon will now only query and add new records created after the last execution.

Real-World Applications

Imagine you have thousands of call records in HubSpot that are never modified once logged. With incremental updates, you no longer need to re-download all these calls every time you sync your data. Instead, the addon will quickly fetch only the new calls since the last update, drastically reducing the synchronization time and ensuring your data set is always current.

Feedback and Support

We believe this feature will greatly enhance your experience with G-Integrator for HubSpot, and we are eager to hear your feedback. Should you have any questions or need assistance, our support team is always here to help. Please contact us by email: support@g-integrator.com

Thank you for choosing G-Integrator for HubSpot. We are committed to continuously improving our tools to better serve your needs.

Happy integrating!

The G-Integrator Team

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Introducing COQL Query Execution in G-Integrator for Zoho

We are excited to announce a new feature in the G-Integrator for Zoho addon: the ability to execute COQL queries directly within your Zoho CRM!

COQL, which stands for Custom Object Query Language, is a powerful query language similar to SQL but with more restrictions, designed specifically for Zoho CRM.

While the G-Integrator’s template builder and powerful filters are usually the best choices for creating queries, there are times when you may benefit from the lower-level control provided by COQL. One of the great reasons for using COQL is its support for aggregate functions such as SUM(), AVG(), COUNT(), MIN(), and MAX(). These functions allow you to perform calculations directly within your query, reducing the need to retrieve large amounts of raw data and manipulate it in your spreadsheet.

Let’s consider a small example: I need to select a number and a total sum for each of stages in my deal.

Before the COQL query feature, I would have to do the following:

  1. Use the G-Integrator addon to get the Stage and Amount for all the deals:

2. Then, use the spreadsheet’s “Pivot table” functionality to summarize the deals’ list and get the data.

The problems of such approash are obvious. First of all, your account may contain hundreds of thouthands of deals. Getting all of them woulf take a significant time.

Secondly, working with the Pivot tables it’s not easy and it is another place where the error can happen.

But now there is a better solution.

Here’s an example of a COQL query that calculates the total amount and number of deals grouped by stage, where the deal amount is greater than 0:

select Stage, SUM(Amount) AS "Total Amount", COUNT(Amount) AS "Number of Deals" 
from Deals 
where Amount > 0 
group by Stage

This query will return a concise result set that summarizes the total amount and number of deals for each stage, making it easier to analyze your data.

See, how easier and faster this is comparing to the previous solution!

To learn more about COQL and how to use it in your Zoho CRM, check out the Zoho documentation.

We believe that the addition of COQL query execution to G-Integrator for Zoho will empower you to extract even more value from your Zoho CRM data. Whether you need to perform complex calculations or simply want a more efficient way to analyze your data, COQL is a powerful tool that can help you achieve your goals.

Stay tuned for more updates, and as always, we welcome your feedback to continue improving our services.

We hope you enjoy these new features! If you have any questions or need assistance, please don’t hesitate to reach out to our support team. Happy integrating!

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Introducing Exciting New Features in the G-Integrator for HubSpot Addon

We are thrilled to announce a series of powerful enhancements to the G-Integrator for HubSpot addon, designed to make your data synchronization tasks smoother and more comprehensive. Here’s a detailed look at what’s new:

1. Download Associations for Multiple HubSpot Objects

We are excited to introduce the ability to download associations to Company, Contact, and more for multiple HubSpot objects that you already can download. Now, when you pull data such as Calls, Meetings, Quotes, Invoices, and other objects into your Google Spreadsheets, you can also include their related associations. This enhancement ensures a more comprehensive and interconnected view of your HubSpot data, making it easier to manage and analyze.

2. New HubSpot Objects Added

We have expanded the range of HubSpot objects you can work with in G-Integrator. The new additions include:

  • Fees: Track and manage additional costs with ease.
  • Orders: Keep a detailed record of your sales orders.
  • Taxes: Ensure compliance and manage tax details accurately.
  • Discounts: Monitor and apply discounts effectively.
  • Subscriptions: Manage recurring revenue streams seamlessly.

These new objects will enable you to have a more holistic view of your business operations right from your Google Spreadsheet.

3. Enhanced Upload Functionality with Contact Email Association

Uploading HubSpot objects has become even more versatile. You can now associate any HubSpot object with an existing contact by mapping the new “Contact Email” field to the corresponding column in your spreadsheet. This feature simplifies the process of linking data and ensures that your records are always connected correctly.

Conclusion

These improvements are part of our ongoing commitment to providing you with the best tools to enhance your productivity and data management capabilities. With these new features, G-Integrator for HubSpot becomes even more indispensable for anyone looking to leverage their HubSpot data within Google Spreadsheets.

Stay tuned for more updates, and as always, we welcome your feedback to continue improving our services.

We hope you enjoy these new features! If you have any questions or need assistance, please don’t hesitate to reach out to our support team. Happy integrating!

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Introducing “Data Integrator for Salesforce” by G-Integrator LLC: Now Available on Google Marketplace!


Introducing “Data Integrator for Salesforce” by G-Integrator LLC: Now Available on Google Marketplace!

We are thrilled to announce that G-Integrator LLC has just launched a new product, “Data Integrator for Salesforce“, now available on the Google Marketplace! You can check it out here.

“Data Integrator for Salesforce” is a powerful tool designed to enhance the integration capabilities between Salesforce, a leading CRM platform, and Google Sheets™, a widely used spreadsheet application. This add-on facilitates seamless synchronization of data between the two platforms, making it an invaluable asset for businesses and individuals who rely on both services for their operations.

Key Features

Data Synchronization: Users can effortlessly synchronize data between Salesforce and Google Sheets™. This feature supports both downloading data from Salesforce to Google Sheets™ and uploading data from Google Sheets™ to Salesforce, ensuring that all information is current and accurate across both platforms.

Manual and Scheduled Operations: The add-on offers flexibility in how data is synchronized. Users can opt to perform data synchronization manually, allowing for immediate updates as needed. Alternatively, they can set up schedules for automatic synchronization, ensuring that data remains consistent without requiring manual intervention. This scheduled operation can be particularly beneficial for maintaining up-to-date records and reports without the need for constant monitoring.

Customizable Data Filters: When downloading data from Salesforce, users can apply multiple filters to select only the data they need. This feature is incredibly useful for generating targeted reports or analyses. For example, a user could filter data to show only sales transactions within a specific date range or only customer records that meet certain criteria. These filters enhance the usability of the data by allowing users to focus on the information that is most relevant to their needs.

Ease of Use: Despite its robust functionality, “Data Integrator for Salesforce” is designed to be user-friendly. Users do not need extensive technical knowledge to utilize the add-on effectively. The interface is intuitive, making it easy to configure data synchronization tasks, apply filters, and manage settings.

Efficiency and Productivity: By automating the data synchronization process and enabling the use of filters to refine the data, the add-on significantly enhances efficiency and productivity. Users can save time and reduce the likelihood of errors associated with manual data entry or transfer, allowing them to focus on more strategic tasks.

Why Choose “Data Integrator for Salesforce”?

“Data Integrator for Salesforce” is an essential tool for anyone looking to bridge the gap between Salesforce CRM and Google Sheets™. Its capabilities to synchronize data efficiently, combined with the flexibility of manual and scheduled operations and the power of customizable data filters, make it a standout solution for enhancing data management and analysis.

Explore the full potential of “Data Integrator for Salesforce” by visiting the Google Marketplace today and take your data integration to the next level!

Stay Connected

Please contact us by email: support@g-integrator.com

Follow us on our social media channels for the latest updates and tips on using “Data Integrator for Salesforce”:

Don’t miss out on this opportunity to enhance your business operations with seamless data integration. Try “Data Integrator for Salesforce” today!

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G-Integrator’s Latest Update: Expanding Possibilities with HubSpot Analytics API Integration

At G-Integrator, Our Commitment is Your Success

We at G-Integrator are thrilled to announce a significant update to our platform, reaffirming our commitment to providing you, our valued clients, with the best possible service. Our team is continually inspired by your feedback and driven by the desire to offer solutions that empower your business. This drive has led us to the latest enhancement of our product – a feature that promises to elevate your experience and provide unparalleled insights into your data.

Unlocking New Dimensions in Analytics with HubSpot

In our ongoing pursuit to enhance G-Integrator’s capabilities, we have integrated access to the HubSpot Analytics API. This groundbreaking update opens up a world of possibilities for our customers, allowing you to delve deeper into your data and extract meaningful insights like never before.

Here’s a glimpse of the new HubSpot reports now at your fingertips:

  • Analytics Events Data: Deep dive into specific events within your analytics.
  • Blog Listing Pages Data: Evaluate your blog listing pages’ performance.
  • Blog Posts Insights: Understand the impact of individual blog posts.
  • Campaign Performance: Assess the effectiveness of your marketing campaigns.
  • Comprehensive Roll-ups: Access total figures consolidated from various data points.
  • Content Engagement: Measure the impact of your content.
  • Geographic Location Insights: Explore data segmented by user locations.
  • HubSpot Forms Data: Understand interactions with your forms.
  • Knowledge Base Articles Reporting: Analyze the effectiveness of your knowledge base.
  • Landing Pages Performance: Analyze the effectiveness of your landing pages.
  • Medium Specific Data: Evaluate the success across different mediums.
  • Session Details Breakdown: Analyze specifics of individual user sessions.
  • Social Publishing Insights: Evaluate the reach and impact of your social media posts.
  • Source Based Reporting: Track the origin of your traffic.
  • Terms Analysis: Gain insights into the keywords and terms used.
  • Traffic Source Analysis: Understand where your visitors are coming from.
  • URL Tracking Data: Get detailed reports on URL interactions via HubSpot tracking.
  • Website Pages Analysis: Gain insights into the performance of your website pages.

Easily Accessible Reports for Enhanced Decision Making

Accessing these insightful reports is now easier than ever. Simply navigate to the ‘Get HubSpot Analytics…’ option in your G-Integrator menu, and select ‘Get Analytics Data’ to start exploring these powerful new capabilities.

Empowering Your Business with Data-Driven Decisions

We believe this update will significantly enhance your ability to make informed, data-driven decisions, propelling your business to new heights. As always, we are dedicated to your success and are excited to see how these new features will support your growth and development.

Stay tuned for more updates as we continue to evolve and enhance G-Integrator, always with your business needs in mind.

G-Integrator Team

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Harness the Power of Custom Objects: G-Integrator’s Latest Update for HubSpot!

Our Unwavering Dedication to Your Success

At G-Integrator, our top priority has always been the satisfaction and success of our clients. We believe in the power of continuous improvement and innovation, dedicated to providing you with the most advanced and user-friendly tools to enhance your business capabilities. We are thrilled to announce another significant update to G-Integrator, further strengthening its integration with HubSpot.

What’s New: Custom Objects Upload with Enhanced Association Capabilities

Upload Custom Objects with Ease

In our latest update, we’ve introduced the ability to upload custom objects to HubSpot, including associations to other custom objects and standard HubSpot objects. This enhancement opens up a new realm of customization and flexibility, allowing you to tailor your data management to fit the unique needs of your business.

To upload the association, you will need to map (drag and drop) the “Associated <Your table> Id” field to the corresponding column name in the spreadsheet.

Associating Custom Objects for a Comprehensive Data Model

Custom objects can be instrumental in aligning your CRM with your specific business processes. However, their true power is unleashed when these objects are seamlessly connected with each other and with standard HubSpot objects. Our new update facilitates exactly this, enabling you to create a rich, interconnected data ecosystem.

Important Note: Setting Up Associations in HubSpot

Before you dive into utilizing this new functionality, there’s an essential step to consider. By default, new custom objects in HubSpot do not have any associations set up. To fully leverage our new feature, you’ll first need to define these associations in HubSpot. You can do this by following the guidelines provided in HubSpot’s knowledge base: Define custom object associations.

Why This Matters

Creating these associations is a crucial step in ensuring that your custom objects work harmoniously within the HubSpot environment. This setup will enable you to streamline your workflows, enhance data integrity, and gain deeper insights from your CRM data.

We’re Here to Support You

Need help or have questions about setting up your custom object associations in HubSpot? Our team at G-Integrator is always here to assist you. Reach out to us for any support or guidance you may need to make the most of this new functionality.

Your Success is Our Goal

Your feedback is the driving force behind our continuous improvement. We’re excited to see how you leverage these new capabilities to take your business to the next level. Stay tuned for more updates and features, as we remain committed to empowering your success through innovative solutions.

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Exciting New Update: Enhanced Integration with HubSpot V4 API in G-Integrator!

Our Commitment to Excellence

At G-Integrator, we are passionate about empowering our clients with the most efficient and innovative tools to drive their business success. We believe that our growth is tied to yours, and this belief fuels our commitment to continually enhance our products. It’s with great excitement that we announce the latest update in G-Integrator, specifically designed to leverage the new capabilities of HubSpot’s V4 API.

What’s New in G-Integrator for HubSpot

Download Multiple Rows for Deals with More Than One Associated Company

One of the standout features of this update is the ability to download multiple rows for deals that are associated with more than one company. This functionality taps into the new features offered by the V4 version of the HubSpot API, providing a more comprehensive view of your deal flows.

Why This Feature Matters

In a dynamic business environment, deals often involve multiple companies. Understanding the intricate web of these relationships can be crucial for strategic decision-making and operational efficiency. Our latest update empowers you with this insight by allowing you to pull detailed information on deals linked with multiple companies.

Mindful of Data Clarity: Feature Disabled by Default

We understand that more data can sometimes lead to complexity, especially when it results in pseudo-duplicated rows. These are rows where the primary difference might be just the company name, leading to potential confusion or data overload. To ensure that you receive this enhanced data only when you need it, this feature is turned off by default.

How to Enable This Feature

Activating this powerful feature is straightforward. If you wish to utilize this functionality, simply check the “Multiple companies for deal” checkbox located in the “Change Pull Settings (optional)” tab. This action will enable the download of multiple rows for deals with more than one associated company, offering you a richer dataset for your analytics and strategies.

We Are Here to Help

As always, our team is committed to providing you with the best support and a seamless experience. If you have any questions or need assistance in activating this feature, please don’t hesitate to reach out to us.

Looking Ahead

Your feedback and success are what drive us forward. We are constantly exploring new ways to improve G-Integrator and ensure it remains a powerful asset in your business toolkit. Stay tuned for more updates and enhancements in the future!

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Centralized Template Listing!

Dear G-Integrator Users,

We have some exciting news to share with you! Our team has been hard at work to improve your experience with the G-Integrator addon, and we’re delighted to unveil our latest enhancement – the ability to list all templates in one place!

All your templates in a single place.

We understand that managing G-Integrator templates can sometimes be a bit time-consuming. With our newest feature, we aim to simplify this process for you. Now, you can easily view and access all your templates from one centralized location, making template management a breeze.

Key Benefits of the New Convenience:

  1. Easy Template Modifications: Finding the right template is now quick and straightforward. No more hopping between sheets to locate the template you need to modify. Our centralized listing allows you to instantly spot the template in question, enabling smooth and hassle-free editing.
  2. Effortless Template Execution: Executing your templates has never been more convenient. With our new feature, you can select your desired template with a few clicks and execute it right from the interface. Simple and time-saving!
  3. Swift Cloud Uploads: Our new convenience enables you to upload any template to our secure cloud storage for sharing and reuse! The cloud storage feature is available for clients with the Premium plan.

How to Access the New Convenience:

Open the G-Integrator addon within your Google Sheets, and click the new menu item “Update/Modify/Delete All Templates”. You will see the templates tab on the right-hand sidebar. Click on it, and voilà – you’ll have a comprehensive list of all your templates at your fingertips!


Your Feedback Matters:

As always, we greatly value your feedback. If you have any thoughts or ideas on how we can further improve your experience or if you encounter any issues with the new convenience, please don’t hesitate to reach out to our support team. Your input helps us continue refining G-Integrator to meet your needs. Please contact us at support@g-integrator.com with any questions or suggestions.

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Upload to multiple tables

Attention all HubSpot users! We have some exciting news for you. The G-Integrator for HubSpot just got even better. We have added new functionality that will allow you to upload data to multiple tables at once. This means that you can now create new deals and simultaneously add associated contacts and line items with ease.

To use this new functionality, you will need to open the menu “Upload” → “Upload to HubSpot multiple tables”. From there, you can select the master table, which in this case would be “Deals”. Then you will need to add field mapping for it. Once that is done, you can select the detailed table, which could be “Contacts”. Again, add the field mapping for this table. If you have another detail table, you can add that as well.

With this new functionality, you no longer need to upload data to each table separately, which can be time-consuming and prone to errors. Instead, you can upload all the necessary data in one go, saving you time and effort. This is especially useful for those who have complex data structures in HubSpot, where multiple tables are linked together.

The G-Integrator for HubSpot has always been a great tool for managing sales data, but with this new functionality, it has become even more powerful. You can now upload data to multiple tables with ease, without having to worry about errors or missing information.

Let’s have a look at it. In our example, we will upload to HubSpot five deals. Each deal row in the spreadsheet will also have a first name, last name, and email of the associated contact and name, price, and SKU of the line item.

In summary, the G-Integrator for HubSpot now supports uploading data to multiple tables, making it easier and more efficient to manage your sales data in HubSpot. To use this new functionality, simply open the menu “Upload” → “Upload to HubSpot multiple tables”, select the master table, add the field mapping for it, and then select the detailed tables and add field mapping for them as well. If you have any questions about this new functionality or need help setting up your integration, please don’t hesitate to contact our support team.