How to Export Deal Pipeline Daily with Power Automate

My flows > New flow > Scheduled cloud flow

Create scheduled flow

Navigate to make.powerautomate.com and click 'New flow' in the top left. Select 'Scheduled cloud flow' from the options. Name it 'Daily Deal Pipeline Export' and set the recurrence to daily at 8:00 AM. Choose your timezone from the dropdown.

1. 1Click 'New flow' button
2. 2Select 'Scheduled cloud flow'
3. 3Enter 'Daily Deal Pipeline Export' as flow name
4. 4Set recurrence to 'Day' with interval 1
5. 5Set start time to 8:00 AM

Flow designer > New step > Search connectors

Add HubSpot connector

Click 'New step' below the recurrence trigger. Search for 'HubSpot' in the connector search bar and select it. Choose 'List deals' from the available actions. This will retrieve all deals from your HubSpot account.

1. 1Click 'New step' button
2. 2Type 'HubSpot' in the search box
3. 3Select 'HubSpot' connector
4. 4Choose 'List deals' action

HubSpot action > Sign in

Configure HubSpot authentication

Click 'Sign in' to authenticate with your HubSpot account. You'll be redirected to HubSpot's OAuth screen. Grant permissions for contacts, deals, and companies. After successful authentication, you'll see your HubSpot account name displayed in the connector.

1. 1Click 'Sign in to HubSpot'
2. 2Enter your HubSpot credentials
3. 3Click 'Grant access' for required scopes
4. 4Verify connection shows your account name

HubSpot List deals > Show advanced options > Filter

Filter for active deals only

In the HubSpot List deals action, click 'Show advanced options'. Set the Filter parameter to only retrieve open deals. Use the HubSpot property 'dealstage' and exclude 'closedwon' and 'closedlost' values. This prevents closed deals from cluttering your daily report.

1. 1Click 'Show advanced options'
2. 2Find the 'Filter' field
3. 3Enter filter for open deals only
4. 4Set maximum results to 500

Flow designer > New step > Google Sheets > Clear a range of cells

Add Google Sheets connector

Click 'New step' after the HubSpot action. Search for 'Google Sheets' and select the connector. Choose 'Clear a range of cells' first - this will clear yesterday's data before adding new rows. Select your target spreadsheet and specify the range A2:E1000 to clear data while preserving headers.

1. 1Click 'New step'
2. 2Search for 'Google Sheets'
3. 3Select 'Clear a range of cells' action
4. 4Choose your target spreadsheet
5. 5Set range to A2:E1000

Google Sheets action > Sign in

Authenticate Google Sheets

Click 'Sign in' for the Google Sheets connector. Authenticate with your Google account that has access to the target spreadsheet. Grant permissions for Google Sheets read and write access. Verify the connection shows your Google account email address.

1. 1Click 'Sign in to Google Sheets'
2. 2Select your Google account
3. 3Grant Sheets read/write permissions
4. 4Confirm connection success

Flow designer > New step > Google Sheets > Add a row

Add rows to spreadsheet

Add another Google Sheets step by clicking 'New step'. This time select 'Add a row' action. Choose the same spreadsheet and worksheet. You'll need to map HubSpot deal fields to your sheet columns: Deal Name, Stage, Amount, Close Date, and Owner.

1. 1Click 'New step' after the clear action
2. 2Search 'Google Sheets' again
3. 3Select 'Add a row' action
4. 4Choose the same spreadsheet and worksheet

Google Sheets Add a row > Column mappings

Map deal fields to columns

Click in each column field and select the corresponding HubSpot data from the dynamic content panel. Map dealname to Column A, dealstage to Column B, amount to Column C, closedate to Column D, and hubspot_owner_id to Column E. The dynamic content appears automatically from the previous HubSpot step.

1. 1Click in the first column field
2. 2Select 'dealname' from dynamic content
3. 3Map remaining columns to dealstage, amount, closedate, hubspot_owner_id
4. 4Verify all mappings show HubSpot field names

Flow toolbar > Test > Run flow

Test the flow

Click 'Save' in the top right to save your flow. Then click 'Test' and select 'I'll perform the trigger action'. Since this is a scheduled flow, click 'Run flow' to test it immediately. Monitor the run history to see if deals are successfully exported to your Google Sheet.

1. 1Click 'Save' button
2. 2Click 'Test' in the toolbar
3. 3Select 'I'll perform the trigger action'
4. 4Click 'Run flow' to test immediately

Flow details > Turn on

Enable the flow

After successful testing, turn on your flow by clicking the toggle switch in the flow details page. The flow will now run automatically every morning at 8 AM. Check the run history after the first scheduled execution to confirm it's working correctly.

1. 1Navigate to flow details page
2. 2Click the toggle to turn on the flow
3. 3Verify status shows 'On'
4. 4Check run history after first scheduled run

Add this expression in the Owner column mapping to convert HubSpot owner IDs to readable names using a lookup table in your spreadsheet. Paste this in the dynamic content expression editor.

if(
  equals(outputs('List_deals')?['hubspot_owner_id'], 12345),
  'Sarah Johnson',

if(
  equals(outputs('List_deals')?['hubspot_owner_id'], 12345),
  'Sarah Johnson',
  if(
    equals(outputs('List_deals')?['hubspot_owner_id'], 67890),
    'Mike Chen',
    concat('Owner ID: ', string(outputs('List_deals')?['hubspot_owner_id']))
  )
)