1.Captures new deal payloads
Integrate HubSpot to extract deal fields like owner id, stage id, revenue values, and created timestamp for KPI logging.
Add new deal rows to KPI tracking sheet
Automatically monitor new deal payloads across HubSpot and Zapier Tables. Create and update KPI rows in your Google Sheets when deals match configured types, stage and owner labels are mapped, or formatted dates are ready—so you can skip manual KPI row entry.
How this automation appends KPI rows
When new deals arrive in HubSpot, manual KPI tracking gets delayed and reporting can go out of sync. This automation filters deal types, formats dates, maps stage and owner labels, and appends one KPI row in Google Sheets—so your team can track pipeline consistently.
HubSpotor swap with your favorite app
2.Filters qualifying deal types
Integrate Filter by Zapier to continue only for configured deal types so the KPI sheet stays focused.
Filter von Zapieror swap with your favorite app
3.Formats the deal created date
Integrate Formatter by Zapier to map the deal created timestamp into a formatted date column for the worksheet.
Formatter von Zapieror swap with your favorite app
4.Finds pipeline stage labels
Integrate Zapier Tables to find a pipeline stage record by stage id and output a human readable label.
Zapier Tablesor swap with your favorite app
5.Finds the deal owner record
Integrate Zapier Tables to look up the owner record by owner id so the KPI row includes an owner name.
6.Creates the KPI tracking row
Integrate Google Sheets to create a new KPI row with owner name, revenue fields, and formatted date for reporting.
Google Sheetsor swap with your favorite app
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Add filtered pipeline deals to monthly reporting spreadsheet
Your filtered pipeline deals sit untracked in CRM, leaving no single workbook for monthly reconciliation. Log and flag those deals to a central sheet for clear reporting ahead of your weekly review.
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