Category: Hubspot

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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 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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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.

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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.