How to deal with HubSpot deals

Dear friends, in a couple of recent weeks we’ve got feedback from you about Deals data download. In particular, you correctly complained that current limit for the downloaded records number (2,000) is too small and that there is no way to filter deals before download.

And we listen to you. Unfortunately, there are technical limitations in Google Sheets and Hubspot, which do not allow us to download more deals. However there is a workaround, and we are working on it right now – estimated time of delivery is 3-4 weeks. Filters also will be added, maybe slightly later.

In the meantime, we have added two new types of deals to download, as a partial solution to this problem. These types are:

  • Deals Recently Created
  • Deals Recently Modified

Both types will return deals for the last 30 days, up to 2,000 records. Later, we will add the possibility to return deals created after a particular timestamp (but it still should be less than 30 days ago – Hubspot limitation). Also, there are plans to combine all three data types: Deals,  Deals Recently Created, and Deals Recently Modified into one (actually, it is one type, but there are three different ways to get it in Hubspot). Please stay tuned.

Please send us your feedback! We are good programmers, but it is YOU who knows the business, so, please, let us know what you need! We are a small startup with limited resources, so we need you to set up the priorities in our backlog: we cannot do everything simultaneously.

 

 

 

G-Accon for HubSpot – Import Contacts, Companies, Deals

Hello!

We are very excited to announce, that we have added new functionality to our Hubspot application: data upload.

Currently, it works for following tables:

  •  Deals
  • Contacts
  • Companies

More are on the way.

Please see video demonstration:

Or you can go through the steps below:

    1. In the Google spreadsheet, create data to upload. You can download existing data from the Hubspot, import it from another application, or just create it manually. The first line should be the fields names. Better (but not mandatory), if it will be same, as field names in the Hubspot table. Select data you want to upload.
      selected_data
    2. In G-Accon menu, click “Update / Insert Selected Row(s)”
    3. Select table to upload to:
      hubspot_3
    4. After selection, matched Hubspot fields will be mapped automatically. Non-matched will be left blank:
      hubspot_4
    5. To match it, drug and drop the Hubspot field from the list of updatable fields. After this, check “Use” checkbox:
      hubspot_5
    6. Click “Go” button.
    7. You will receive the error message because the selected operation is “Update” and you do not have an ID field in your data.
      hubspot_7
    8. Select “Insert” and click “Go” again.
    9. This time data will be uploaded. You will see upload results in the columns to the right of your dataset. As you can see, one record has been uploaded, and another had received the Hubspot validation error because a wrong value in the “type” column.
      hubspot_9
    10. Change the value in the “type” column to “PROSPECT”, select two first rows and upload again. This time it will be uploaded.
      hubspot_10

Automatic generation and emailing of Xero reports

G-Accon development team just finished a new release and added new features for beta testing:

1. Automatic Refresh – Data Operation Scheduler – Beta Test

Refresh your reports & dashboards automatically using a flexible schedule.

2.  Automatic Refresh – Notifications – Beta Test

Send real-time reports to your clients automatically.

3.  Automatic Refresh – Alerts – Beta Test

Data Monitoring & Alerts, create alerts and receive notifications if certain criteria is met.

Backup Your Reports, save reports snapshots to Google Drive to keep historical data.

5. “Refresh Current For All Organizations” – Beta Test – Refreshes all reports and queries in the current active sheet. Refresh works for multiple organizations.

6. “Refresh All For All Organizations”- Beta Test – Goes through all sheets in the current Google Spreadsheet and refreshes all reports and queries. Refresh works for multiple organizations.

Read more: G-Accon for Xero Documentation

G-Accon for HubSpot updates

Install G-Accon for HubSpot for Free

Over the past few weeks, we have added a lot of improvements to the Hubspot plugin. We hope, that these changes will make the plugin more usable:

Separate logins for free and premium Hubspot users.

Hubspot gives different access to its API to a different type of users. To utilize this, we have created two login screens, one for free user, and another for premium one. If you are not sure, what type is yours, try premium first. If you have received the error message: “This hub doesn’t have access to some HubSpot features that are required by this integration. Please contact the integrator“, this means you should go to the free user.

New tables added for download.

Currently, for free user, following tables available:

  • Companies
  • Contact Lists
  • Contact Properties
  • Contacts
  • Deal Pipelines
  • Deal Properties
  • Deals
  • Owners

Premium users, on the top of it, will also have:

  • Blogs
  • Broadcast Messages
  • Calendar Events
  • Email Events
  • Publishing Channels
  • Subscriptions
  • Workflows

Increased number of the downloaded records.

We have increased the maximum of downloaded records to 2,500 from 200 in the previous version. At this time, we are investigating Spreadsheets and Hubspot API limitations to be able to download even more records.

Performance improvements.

We significantly improved performance for the record downloading.  While there are no miracles and we are restricted by the both Google Spreadsheets and Hubspot API speed, we made all efforts to effectively deliver a big number of records.