HubSpot + Smartsheet

Update workspaces in Smartsheet when deal stages in HubSpot are modified

Ensure your team stays updated on the latest progress by automatically copying your HubSpot deal updates to Smartsheet. When a deal stage is updated in HubSpot, this workflow will duplicate the changes in your Smartsheet workspace. This enables seamless tracking of deal stages, saving you time and enhancing team coordination.

Ensure your team stays updated on the latest progress by automatically copying your HubSpot deal updates to Smartsheet. When a deal stage is updated in HubSpot, this workflow will duplicate the changes in your Smartsheet workspace. This enables seamless tracking of deal stages, saving you time and enhancing team coordination.

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

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Copy Workspace

    Creates a copy of the specified Workspace.

    ActionWrite
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Supported triggers and actions

    • 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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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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