Tag: HubSpot

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 -> Get HubSpot Data

2. Under tab 2: “Change Pull Settings (optional)” toggle “Create a new sheet”

1. Select Add-ons -> G-Integrator for Hubspot -> Automation -> Data Operations Scheduler

2. Check “On”

3. Select Desired frequency and time, apply

NOTE: The master auto refresh process must be on. Click Here For Tutorial

1. Select Add-ons -> G-Integrator for Hubspot -> Get HubSpot Data

2. Select option 5. Schedule a Refresh

3. Select desired frequency, days, and time for the update to run.

1. Go to “Add-ons” tab in the toolbar, select “G-Integrator for HubSpot” from dropdown list, select “Get Module Records” from second dropdown list.

2. From the dropdown list select the desired module

3. Select desired date range and fields

4. Click “Execute”