Google Sheets + HubSpot + Formatter by Zapier + BuyerAssist

Create BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages

When a new HubSpot deal reaches a certain stage, this integration will create a mutual success plan in Buyer Assist. Then, the information will be added to a Google Sheets row.

When a new HubSpot deal reaches a certain stage, this integration will create a mutual success plan in Buyer Assist. Then, the information will be added to a Google Sheets row.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  2. automatically do this...
    HubSpotHubSpot
    Find Associations

    Find associations between objects.

    ActionSearch
  3. then do this...
    HubSpotHubSpot
    Get Company

    Gets a Company.

    ActionWrite
  4. then do this...
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

    ActionWrite
  5. then do this...
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

    ActionWrite
  6. then do this...
    BuyerAssistBuyerAssist
    Create Mutual Success Plan

    Creates a Mutual Success Plan (MSP) in BuyerAssist with the ability to create with template

    ActionWrite
  7. then do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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  • Spreadsheets

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HubSpot is your all-in-one stop for all of your marketing software needs.
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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

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  • Zapier
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buyerassist logo

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

Related categories

  • Sales & CRM