HubSpot integration with Google Sheets
How to Create BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create BuyerAssist mutual success plans and add them to Google Sheets rows for newly updated HubSpot deal stages" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BuyerAssist integrations
BuyerAssist actions
Nekton can use any feature that is available in BuyerAssist API.
Using our advanced AI, you can easily create custom automations for BuyerAssist.
Here are some typical actions you can do in your automated workflows.
Add Comment to Task
Add a new Comment to Mutual Success Plan Task
Create Contact
Creates a new contact
Create Mutual Success Plan
Creates a Mutual Success Plan (MSP) in BuyerAssist with the ability to create with template
Create Task
Adds a new task in Milestone
Update Company Details
Update an existing Company in BuyerAssist
Update Opportunity Details
Update an existing Opportunity in BuyerAssist
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.