Microsoft Dynamics 365 CRM + Google Sheets + HubSpot Integrations
How to connect Microsoft Dynamics 365 CRM + Google Sheets + HubSpot
Zapier lets you send info between Microsoft Dynamics 365 CRM, Google Sheets, and HubSpot automatically—no code required.
Do even more with Microsoft Dynamics 365 CRM + Google Sheets + HubSpot
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Dynamics 365 CRM, Google Sheets, and HubSpot. And don’t forget that you can add more apps and actions to create complex workflows.
New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Updated
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Updated
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Updated
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
AccountRequired
The id of the account to update.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
LeadRequired
The id of the lead to update.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note: The Zap Editor does not currently support Lookup fields during search
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Note: The Zap Editor does not currently support Lookup fields during search
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType
Determines what the metadata field should look like
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
The list you want to check for new contacts.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Whenever this property is updated on any deal, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any ticket, this trigger will fire.
Properties to retrieveRequired
Whenever the trigger will fire, this properties will be retrieved as well as the tracked one.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any contact, this trigger will fire.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be added to. Only static lists are shown here, as dynamic lists cannot be manually added to.
Contact EmailRequired
The email of the contact to be added to the list. Note - this needs to be a contact that already exists within HubSpot. You may need to add a Create or Update Contact step before this one. Then, use the email created in that step in this field.
Halt my task if contact is already a member of the list
If contact is already a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Halt task if any associations error occurred
Operations to create the engagement and then create the requested associations are not atomic.
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Deal" action for the most reliable experience with your Zap.
Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
A name for this deal
Company
List of companies to associate with
Contact
List of contacts to associate with
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
This is HubSpot's internal ID for the contact
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
This is HubSpot's internal ID for the product
Note
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Contact Email AddressRequired
This ties the event that you're triggering to a contact in HubSpot. If the contact doesn't yet exist in HubSpot, it will be created. If the contact does exist, the event will be attributed to the existing contact.
Event IDRequired
Each event that you create in the HubSpot UI will have its own unique Event ID. You must provide this Event ID to trigger the event.
Contact Value
You can use Events to keep track of the monetary value that a contact is worth to you. Any numerical amount that you provide here will be appended to the "Value" field on the contact record for the email address that you provide.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
FormRequired
Select the form that should be submitted.
Note
Following fields are used to set additional Context for Form submission
HubSpot usertoken
The tracking cookie token value used for HubSpot lead activity tracking
IP address
The IP address of the visitor filling out the form
Page name
The name or title of the page the submission happened on
Page URI
The URI of the page the submission happened on
Page ID
The ID of a page created on the HubSpot CMS
SFDC campaign ID
If the form is for an account using the HubSpot Salesforce Integration, you can include the ID of a Salesforce campaign to add the contact to the specified campaign
GoToWebinar key/ID
If the form is for an account using the HubSpot GoToWebinar Integration, you can include the ID of a webinar to enroll the contact in that webinar when they submit the form
Submission timestamp
A millisecond timestamp representing the time of the form submission
Skip validation
Whether or not to skip validation based on the form settings. Defaults to false
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
EmailRequired
Permanently unsubscribe an email address from all emails.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for HubSpot are located here https://developers.hubspot.com/docs/api/overview
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Deal" search for the most reliable experience with your Zap.
NameRequired
A name for this deal
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
The object type that you want the pipelines for.
Pipeline IdRequired
The pipeline that contains specific stage.
Stage IdRequired
The pipeline stage that you want the details for.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Deal" action for the most reliable experience with your Zap.
NameRequired
A name for this deal
Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Company
List of companies to associate with
Contact
List of contacts to associate with
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
ContactRequired
The id of the contact to update.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note: The Zap Editor does not currently support Lookup fields during search
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Note: The Zap Editor does not currently support Lookup fields during search
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStart DateRequired
The beginning value of the query range, in UTC, in milliseconds
End DateRequired
The end value of the query range, in UTC, in milliseconds
Category
Type of task
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
If you have multiple blog domains, select the domain that the article will published on.
Article StateRequired
Choose if you want this to trigger on the creation of blog drafts or only published articles, or both.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChannelRequired
Select the channel the message is coming from.
Status
Message with a specific status. If the status isn't set, it returns message in status
success
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any company, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Please consider that trigger tracks deals which were moved to specific stage for the last 30 minutes
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_id, dealstage, pipelineLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
Due DateRequired
Event TypeRequired
Task CategoryRequired
Task StateRequired
Assigned To
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Social Media ChannelRequired
Message ContentRequired
When
A Unix timestamp in milliseconds of the time that the message should be published to the channel. If this is not included in the request, the message will be published immediately.
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
This is HubSpot's internal ID for the company
Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
This is HubSpot's internal ID for the deal
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
This is HubSpot's internal ID for the line_item
Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
This is HubSpot's internal ID for the ticket
Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
The path of the URL on which the post will live. For example if your blog domain is "blog.example.com" and in this field you enter "my-blog-post" then your blog post will be at
http://blog.example.com/my-blog-post.Please do not enter spaces or special characters in this field; hyphens are allowed.
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
A description that goes in a <meta> tag on the page. A good meta description will drive search engine traffic to your page, so be descriptive but keep it under 300 characters.
Featured image URL
The URL of the image that the post will use as the featured image.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be removed from. Only static lists are shown here, as dynamic lists cannot be manually modified.
Contact EmailRequired
The email of the contact to be removed from the list. Note - this needs to be a contact that already exists within HubSpot.
Halt my task if contact wasn't a member of the listRequired
If contact wasn't a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Note
- It's possible to clear object property by specifying $$CLEAR$$ text in corresponded input field
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Company" search for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
HubSpot internal owner id
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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