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.
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.
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!
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.
Dear clients! We are very excited to share with you our latest improvement in the HubSpot add-on: a new filtering subsystem!
The new filtering module is not fully compatible with the legacy one, so some of your queries would not work with it. To resolve this we will keep both filtering modules, and you can switch between them at any moment.
Currently, the legacy filtering subsystem is used by default – we will change this in a few weeks. To switch between old and new filtering modules, check/uncheck the option “Use legacy filters” in the “Change Pull Settings” tab. If you do not see the “Use legacy filters” flag, try to refresh the web page.
There are some key differences between old and new filtering:
In the new filtering, we made one global option to connect the filtering criteria: ” Match all of the following” or “Match any of the following”. If the table has a mandatory date filter in the 1st tab, it will be applied before any other filter using the logical ‘AND’ condition!
You do not have to click on the “+” button to apply the filter -it will be applied immediately as you configured it. The “+” and “-” buttons are used to add or remove the filtering criteria.
You will find many new filtering criteria, especially for dates.
Last, but not least: we have enabled many new fields to be used for the filtering. There may be some reasons why the previous owners restricted so many fields from the filtering, so it’s possible that some of the new fields would be a problem. Please notify us about any of it and we will investigate it ASAP.
We hope you will find the new filtering module more powerful and easy to use than the legacy one. We use that the same module for almost 2 years in our two other add-ons: G-Integrator for Zoho CRM and G-Integrator for Zoho Books and the clients found it helpful.
If you have any concerns or suggestions, please leave a comment here or email us: support@g-integrator.com
Dear clients, we are very excited to share with you our new cool feature: Cloud Templates!
Starting now, you can save your query, report, or upload template to our secured cloud storage. This way, you can use this template in any new spreadsheet or share it with your colleagues (assuming they are our clients also). This functionality is available only for our clients with the “Premium” subscription.
We hope you will find many reasons to use this new feature. Here are some examples:
Backup: by saving the template to the cloud, you can have a copy of your template in case you will need to roll back the recent changes
Migration: you can save the template and use it in another spreadsheet
Sharing: you can share the template with any other G-Integrator client
Copy/paste: You can save the template and open it in the same document as a new one
Working with the templates
Please see the short video or read detailed description below.
Saving to the cloud.
You first have to select the “Update/Modify/Delete Templates for Current Sheet” menu to upload the template. You will see the new “cloud” icon to the right of the template name. After clicking it, you will get the following form:
Please enter the template name and description, and an optional semicolon-separated list of emails to share with.
After clicking “Save” button, your template will be uploaded to the cloud.
Managing templates in the cloud.
After saving the template, you can use it by clicking the “Manage Templates on Cloud” menu (if you do not see it, just refresh the page in your browser).
You will see the following options:
There are two sections: “My templates”, which shows the templates that you have created, and “Shared with me”, which shows templates shared with you.
With your templates, you can do the following:
Open the template – by clicking its name or the “cloud” icon in the “Actions” column. After opening, you can work with the template in the usual way.
Delete the template. Shared copies of the template will also be deleted.
Revoke the share by clicking on the red cross right to the email.
For shared templates, you can:
Open it just like you would open your own template.
Remove the share: the original template will not be changed.
We hope you will find this feature helpful. We will be happy to get your feedback and suggestions: here or by email: support@g-integrator.com
