How to export deal pipeline to Google Sheets with Pipedream

Workflows > New

Create new workflow

Go to pipedream.com and click New Workflow. Name it 'Daily Deal Export' or similar. You'll see the workflow builder with an empty trigger step at the top.

1. 1Click the 'New Workflow' button on your dashboard
2. 2Enter 'Daily Deal Export' as the workflow name
3. 3Click 'Create Workflow' to open the builder

Workflow Builder > Step 1 > Trigger

Add scheduled trigger

Click on Step 1 to configure the trigger. Select 'Schedule' from the trigger options. Set it to run daily at your preferred time - most teams choose 8 AM in their timezone.

1. 1Click on the empty Step 1 box
2. 2Select 'Schedule' from the trigger list
3. 3Choose 'Cron scheduler' for daily runs
4. 4Set expression to '0 8 * * *' for 8 AM daily

Workflow Builder > Add Step > HubSpot

Connect HubSpot account

Add a new step and search for HubSpot. Select 'Search for Deals' action. You'll need to connect your HubSpot account through OAuth. Make sure you have admin access or deal read permissions.

1. 1Click '+ Add Step' below the trigger
2. 2Search for 'HubSpot' and select the app
3. 3Choose 'Search for Deals' action
4. 4Click 'Connect Account' and authorize Pipedream

HubSpot Step > Configuration

Configure deal search filters

In the HubSpot step, set up filters to get only active deals. Set dealstage to exclude 'Closed Won' and 'Closed Lost' stages. Leave other filters empty to get all active deals. Set the limit to 100 or higher based on your pipeline size.

1. 1Scroll to the 'Filters' section
2. 2Add filter: Property = 'dealstage', Operator = 'NOT_HAS_PROPERTY_VALUE'
3. 3Enter your closed stage names (closedwon, closedlost)
4. 4Set 'Limit' to 500 to handle large pipelines
5. 5Set 'Properties' to include dealname, dealstage, amount, hubspot_owner_id

Workflow Builder > Add Step > Code

Add data transformation step

Add a Node.js code step to clean up the deal data. You'll format the owner ID into readable names and structure the data for Google Sheets. This step handles the owner lookup and data formatting.

1. 1Click '+ Add Step' after the HubSpot step
2. 2Select 'Code' then 'Run Node.js code'
3. 3Name the step 'Format Deal Data'
4. 4Paste the transformation code in the code editor

This code step transforms the raw HubSpot deal data and handles owner ID lookups. Paste it in the Node.js code step between HubSpot and Google Sheets.

export default defineComponent({
  async run({ steps, $ }) {
    const deals = steps.hubspot.data.results;

export default defineComponent({
  async run({ steps, $ }) {
    const deals = steps.hubspot.data.results;
    
    // Owner ID to name mapping (customize with your team)
    const ownerMap = {
      '12345': 'Sarah Johnson',
      '67890': 'Mike Chen',
      '54321': 'Alex Rivera'
    };
    
    const formattedDeals = deals.map(deal => {
      const amount = deal.properties.amount;
      const formattedAmount = amount ? `$${parseInt(amount).toLocaleString()}` : '$0';
      
      const ownerName = ownerMap[deal.properties.hubspot_owner_id] || 'Unassigned';
      
      const stageName = deal.properties.dealstage
        .replace(/([a-z])([A-Z])/g, '$1 $2')
        .replace(/^./, str => str.toUpperCase());
      
      return {
        'Deal Name': deal.properties.dealname || 'Untitled Deal',
        'Stage': stageName,
        'Value': formattedAmount,
        'Owner': ownerName,
        'Close Date': deal.properties.closedate || 'Not set'
      };
    });
    
    return { formattedDeals };
  }
});

Workflow Builder > Add Step > Google Sheets

Connect Google Sheets

Add a Google Sheets step and select 'Add Multiple Rows' action. Connect your Google account when prompted. You'll need edit access to the target spreadsheet.

1. 1Click '+ Add Step' after the code step
2. 2Search for 'Google Sheets' and select it
3. 3Choose 'Add Multiple Rows' action
4. 4Click 'Connect Account' and authorize with Google

Google Sheets Step > Spreadsheet Configuration

Configure spreadsheet target

Select your target Google Sheet from the dropdown or enter the spreadsheet ID. Choose the worksheet tab where deals should go. Most teams create a dedicated 'Daily Deals' or 'Pipeline Export' tab.

1. 1Click the spreadsheet dropdown and select your target sheet
2. 2Choose the worksheet tab (create 'Pipeline Export' if needed)
3. 3Set 'Has Headers' to true
4. 4Select 'Clear sheet before adding rows' to avoid duplicates

Google Sheets Step > Column Mapping

Map deal fields to columns

Configure the column mapping to match your desired output format. Map the formatted data from your code step to spreadsheet columns. Set up columns for Deal Name, Stage, Value, and Owner.

1. 1Click 'Add Column' for each field you want
2. 2Set Column A header to 'Deal Name' and map to formatted deal name
3. 3Set Column B to 'Stage' and map to deal stage
4. 4Set Column C to 'Value' and map to formatted amount
5. 5Set Column D to 'Owner' and map to owner name from code step

Workflow Builder > Test

Test the workflow

Click 'Test' to run the workflow manually. Watch each step execute and check that deals are properly exported to your Google Sheet. The test run will show you exactly what data gets written.

1. 1Click the 'Test' button at the top right
2. 2Watch each step execute in sequence
3. 3Check your Google Sheet to verify data was written correctly
4. 4Review the step outputs for any errors or missing data

Workflow Builder > Deploy

Enable workflow

After successful testing, click 'Deploy' to activate the scheduled workflow. It will now run automatically at your specified time each day. You can monitor runs from the workflow dashboard.

1. 1Click the 'Deploy' button to activate the workflow
2. 2Confirm the schedule settings in the deployment dialog
3. 3Click 'Deploy Workflow' to make it live