Here’s how to do it:
- Select 'HubSpot' as your trigger application.
- Define what event will trigger your automation.
- Connect to your HubSpot account.
- Track deal amount for financial insights and forecasting.
- Select which data fields to include in your automation.
- Move to the next step in your workflow setup and click 'Test trigger'.
- Connect 'AppSheet' to receive your HubSpot deal data.
- Select the specific action event that initiates your workflow.
- Continue building your automation workflow.
- Create a custom field mapping for specialized data needs.
- Click 'Test step' to advance to setting up the destination for your data.
- Click 'Publish' to complete your HubSpot to AppSheet integration setup.