Author: gint

Posted on

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!

Posted on

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.

Posted on

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.

Posted on

Enhanced Reporting with Zoho Analytics API V2!

Dear Valued G-Integrator for Zoho CRM Customer,

We are excited to announce that we have recently deployed new features in G-Integrator for Zoho CRM, utilizing the V2 version of Zoho Analytics API. These updates bring enhanced reporting capabilities to your CRM experience, allowing you to make more data-driven decisions for your business.

With the integration of Zoho Analytics API V2, you can now choose from the following report types to better analyze and visualize your CRM data:

  • AnalysisView
  • Pivot
  • Table
  • QueryTable
  • Report

These report types cater to various data analysis and presentation needs, giving you the flexibility to choose the best format for your requirements.

Additionally, for “Table” and “QueryTable” report types, you now have the option to select specific columns you want to display. This feature allows you to focus on the most relevant information and customize the reports according to your needs.

Of course, you will need access to Zoho Analytics in your Zoho account, we do not create reports, we just utilize the existing functionality.

To start enjoying these new features, please select the menu “Reports…” → “Zoho Analytics V2” and select the workspace in your “G-Integrator for Zoho CRM” add-on.

We are confident that these updates will elevate your CRM experience and contribute to your business’s success. As always, we are committed to providing you with the best tools and services to support your growth.

Should you have any questions or need assistance, please don’t hesitate to reach out to our support team at [support_email] or visit our Help Center.

Thank you for being a valued G-Integrator for Zoho CRM customer. We appreciate your continued trust in our platform.

Best regards,

Denis Novak, G-Integrator LLC.

Posted on

New HubSpot tables added

Dear clients!

We are thrilled to announce that G-Integrator for HubSpot has been updated with three new tables that will make your experience even more efficient and streamlined. Our latest update now includes the following:

  • Feedback Submissions
  • Goals
  • Quotes

We believe that these new features will help you optimize your business processes, allowing you to focus on what you do best.

As always, we welcome any feedback or requests you may have, and are committed to continuously improving G-Integrator for HubSpot to meet your evolving needs.

Thank you for choosing G-Integrator for HubSpot, and we look forward to supporting your business.

Best regards, The G-Integrator Team.

Posted on

Assoociations upload

Dear clients!

We are excited to announce that you can now upload a variety of associations to your HubSpot account using G-Integrator. With this latest update, you can now seamlessly integrate and manage Contact, Company, Deal, LineItem, and Ticket associations with your HubSpot account.

Let’s have a closer look at the following task: adding a contact to the existing deal.

There are several ways how to associate the contact with a deal, it depends on if you already have added contact/company or now.

So, if you already have the deal and you want to add contact and associate it with the deal, you can do the following:

  1. Add the contacts to the spreadsheet.
  2. Use the “Upload HubSpot Data to…” menu and select the Contacts table.
  3.  Map the “associatedDealId” to the deal ID column in your spreadsheet.

If you already have contact and want to associate it with the deal, you still can do the same steps, but, this time, use the “Update” or “Upsert” operation instead of Insert. Or you can update deals by adding associatedContactId.

And, of course, you can do the same not only for Contact but for Company, Product, LineItem, and Ticket.

Posted on

Enhance Your HubSpot Experience with G-Integrator and New Engagement Modules

Dear Clients!

We are pleased to inform you that our business partner, HubSpot LLC, added new Engagement modules to the HubSpot API.

G-Integrator for HubSpot is now integrated with these modules, which means you can easily download them to your Google Spreadsheet. This will help you to organize and keep track of all your engagement activities in one place, without having to switch between multiple platforms.

The Engagement modules included are:

  • Communications
  • Emails
  • Notes
  • Postal mail
  • Tasks

With these modules, you can now easily see all your engagement activities in one place, and make informed decisions based on the data. You can also customize the data to suit your specific needs and generate reports in real-time.

To start using these modules, simply log in to your G-Integrator for HubSpot account and select them from the “Get HubSpot Data”.menu.  If you need assistance, our support team is always here to help.

These new Engagement modules will help you get the most out of your HubSpot experience and improve your overall productivity.

If you have any questions or need assistance, please do not hesitate to reach out to us.

Posted on

Service Spreadsheets timed out error

Dear clients, sometimes you will see the “Service Spreadsheets timed out” error while using G-Integrator to update the spreadsheet.

This is a known issue in the Google Script engine. We have a workaround for this. While it can’t give 100% reliability, it still works quite well, despite it will slow down the execution.

S, if you have got this error, please check the “Deal with timed out while accessing document” checkbox in the “Change Pull Settings” tab. We hope, that this will solve the problem.

Posted on

Insert, Update, and, now, Upsert

Dear clients! You know that HubSpot is a great CRM – this is why you are using it. But even the best program can be even better.

There are features in other CRMs, that I would like to see in HubSpot. For example, both Salesforce CRM and Zoho CRM have a nice ” upsert ” feature: when you upload a deal, for example, Salesforce will update an existing deal if you provide a Deal ID or create a new one otherwise.

To be honest, Hubspot has some limited upsert functionality, but not for each object. So we have decided, that our clients would like to have this feature for HubSpot, and we have implemented it in the G-Integrator for HubSpot add-on.

It works simple: when you create an upload template, you can select between “Create”, “Update” or “Upsert” operations:

If you select “Upsert”, you will have to map the ID field, just like for the “Update”. But, opposite to “Update”, you will not get an error if the ID value is empty – a new record will be created instead. Please see the screenshot below:

We hope that you will find this small improvement useful. Please send us any requests or ideas on how to improve the application: if it’s useful for our clients and possible to implement, we will add it.

Posted on

Dynamic filters

Dear clients! We want to share with you our most recent improvement: dynamic filters.

The dynamic filters will allow you to filter your data based on the values in the spreadsheet. Let me illustrate this functionality with a few examples:

Example 1: Filtering deals by name

Let’s create a template to select deals:

I’ve created a template to get Deals. Currently, it selects slightly over 1000 records:

Now, let me filter it by the deal name. For this, I will enter the desired deal’s names into the column E of the spreadsheet:

And I will modify the template to filter against these values. For this, I will open the template, select the field “Deal name” in the filter, and then will click the dynamic filter button:

I will select the “In” operator. It means, that the Deal name should exactly match one of the values from the spreadsheet’s column.
For the source of the values, I can manually enter the range: “E2:E3” into the data source field, or I can select the values I want to use in the spreadsheet and then click the “copy range” button:

And let’s look at the result:

I can modify the filter to use the “partial match” instead of the “exact match”:

And the result will be the following:

Example 2: Filtering out Deals by ID

Let’s consider the same Deals template from the previous example, but, this time, in addition to the filtering by the Deal name, I want to exclude some deals based on the IDs. For this, I will copy the IDs I want to exclude into the column F, and I will use the “Not In” operator :

And the result will be much smaller:

Example 3: Dynamically provide data for the dynamic filter using the workflow

First, I will create the Deal template to get Deals with the Company ID:

Now, I will create the Company template and I will add the dynamic filter with the data source kin column C, which was populated by the Deals template. For the presentation purposes, I will place this template’s data in the same Deals tab, despite it’s not required:

And now, let’s see the result:

I can combine these two templates into the Workflow, and I will be able to see the detailed Company information for each deal updated automatically:

We hope that you will find this new feature useful and exciting!