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Understanding the date filtering for Hubspot tables
There are two independent ways to perform date filtering while pulling Hubspot tables: It’s necessary to understand that the primary filtering is always executed before any additional filters. So, if you will select the primary filter as “This Month” and then you will select the “Create Date” filter “This Year” with the “Match any of …
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HubSpot tutorial : Create new sheet/Append to current sheet when pulling data
Option 1: Permeant Settings This will apply to ALL future pulls 1. Select Add-ons -> G-Integrator for Hubspot -> Tools -> User Preferences 2. Under the “Default Data Pulling Settings, toggle “Create a new sheet” option Option 2: One-time setting This will apply ONLY to the current pull 1. Select Add-ons -> G-Integrator for Hubspot …
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HubSpot Tutorial: Schedule Automatic Refresh (Master)
Select Add-ons -> G-Integrator for Hubspot -> Automation -> Data Operations Scheduler 2. Check “On” 3. Select Desired frequency and time, apply
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