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Google Sheets + HubSpot + Crossbeam

Detect Crossbeam overlaps and update Google Sheets rows with new companies in HubSpot

This Zap automatically finds overlaps in Crossbeam for each company that's either created or updated in HubSpot. It will then update a row in a specified Google Sheets spreadsheet with the partner information found from Crossbeam, no added clicks or keystrokes needed.

This Zap automatically finds overlaps in Crossbeam for each company that's either created or updated in HubSpot. It will then update a row in a specified Google Sheets spreadsheet with the partner information found from Crossbeam, no added clicks or keystrokes needed.

  1. long arrow
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    When this happens...
    HubSpotHubSpot
    Company Recently Created or Updated

    Triggers when a company recently created or updated.

    TriggerScheduled
  2. long arrow
    short arrow
    automatically do this...
    CrossbeamCrossbeam
    Record Search by ID

    Search your Crossbeam records for a specific Record ID

    ActionSearch
  3. long arrow
    short arrow
    then do this...
    CrossbeamCrossbeam
    Partner Records Search by Record Type and ID

    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.

    ActionSearch
  4. then do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row

    Update a row in a specific spreadsheet.

    ActionWrite

Supported triggers and actions

What does this mean?
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google-sheets logo
google-sheets logo

About Google Sheets

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

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About Crossbeam

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

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