1.Downloads new FTP file
Integrate EasyFTP, and file transfer tools, to download the incoming file when a new file appears in the folder.
Update deal shipping fields from uploaded shipment files
Automatically monitor new file in folder drops across EasyFTP and Google Drive. Create and update deal shipping fields when new shipment file arrives, spreadsheet is uploaded, or rows include a Deal IDβso you can update shipping method, update tracking number, and keep deals current without manual data entry.
How this automation updates your deal shipping context
When shipment spreadsheets land in an FTP folder, delays can leave deal records without current shipping context. This automation downloads, converts, and reads the file then updates HubSpot deal fieldsβso your team can act with correct shipment details.
EasyFTPor swap with your favorite app
2.Uploads the incoming file
Integrate Google Drive, and storage management tools, to upload the incoming file for spreadsheet conversion.
Google Driveor swap with your favorite app
3.Converts file to a Google Sheet
Integrate Google Drive and spreadsheet conversion tools to copy and convert the uploaded file into a Google Sheet.
4.Reads spreadsheet rows
Integrate Google Sheets and spreadsheet parsing tools to get many rows and prepare data for deal matching.
Google Sheetsor swap with your favorite app
5.Updates matching deal fields
Integrate HubSpot and CRM record tools to update deal shipping method and tracking number for each matched Deal ID.
HubSpotor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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