Keep Deal Tracking Columns Synchronized
As you add new deal stages to HubSpot, new columns automatically appear in your tracking sheet.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create spreadsheet column
Creates a new column in a google spreadsheet, requiring a valid `spreadsheet id` and an existing `sheet id`; an out-of-bounds `insert index` may append/prepend the column.
Why this helps
When sales process changes and new deal stages are added, you manually update spreadsheet columns, creating version conflicts and inconsistency.
- Adapt your tracking sheet as your sales process evolves
- Eliminate manual column updates
- Keep deal structure in sync with HubSpot
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets to Notis.
- 2Create a deal tracking sheet with deal name and basic columns.
- 3Tell Notis: 'When a new deal stage is created in HubSpot (or when a deal uses a stage not yet in my tracking sheet), create a new column for that stage name.'
- 4Choose your notification channel.
- 5Add a new deal stage to HubSpot and verify a corresponding column is created in Sheets.
Questions about this workflow
Will existing deals be updated with the new column?
The column is created; existing rows will be empty for that column until you populate them or Notis is configured to backfill data.
What if I delete a deal stage in HubSpot?
Notis only adds columns; it doesn't delete them. You can manually remove the column from Sheets if needed.
Can I customize the column order?
Columns are created in the order stages appear. You can manually reorder them in Sheets after creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Sheets. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Sheets actions
Contact Created Trigger
Contact Created Trigger
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
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When this happens · Trigger
Do this · Action
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