Author: gint

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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.

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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.

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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.

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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.

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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.

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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.

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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!

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Hubspot “Order By” improvements

Dear clients! We constantly trying to make our HubSpot add-on even more useful and convenient for you.

This time we want to present our latest improvements for the “Order By” feature:

  • Multiple “Order By” conditions.
    Now you can order by as many columns as you want. Just use the “+” and “-” buttons to add/remove the order by conditions!
Multiple conditions
  • Allowing ordering by the fields from the children’s objects.
    We have changed our code, so now you can use not only first-level fields but any of the children’s fields also! The only condition is that you will have to download all the fields you want to use for ordering.
Using children’s fields for ordering by.
  • Showing only the fields that could be used for ordering.
    This is related to the previous feature. To avoid confusion, we will show you only the fields you can use for ordering. If you do not see the field you need, just go again to tab 1 “Select the object…” and check this field.
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New filters for HubSpot – now default

Dear HubSpot addon clients!

We are happy to announce that the new filters module we have published a few weeks ago is default now!

Your existing templates still will use the old filters, but any new template will use the new filters by default.

You always can easily switch between old and new filters module by clicking the option “Use legacy filters” in the “Change Pull Settings” tab:

Please let us know about any problems or concerns – here or by email: support@g-integrator.com

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You asked – we listened. Zoho CRM: one more level of the children’s relation

Dear G-Integrator clients!

We’ve added a new improvement to our Zoho CRM add-on: now you can select one extra level of the children’s relations in the data result.

So for example, your “Deal” module has an “Account Name” field. From now, you can select fields like: “Account Name.Parent Account.Account Name“, “Account Name.Parent Account.Account Owner.Added By“, etc.

This may result in some performance decrease, so, by default, you will be able to select only 1 children’s level. If you need to add one more, please change it the template’s “Change Pu;; Settings” tab: