SmartSheet to HubSpot synchronization via Make platform
450 USD Buyer from Canada, payment by contract.
Ось список завдань, які мають бути реалізовані у нашій поточній інтеграції:
- Fix the client assignment issue with one exact client (Sony Pictures Home Entertainment Online Inc.)
- Fix the deal owner assignment(sometimes it doesn’t work)
- Update the way in which the deal properties are updated. The goal is to have all information starting from the first synchronization.
- Assign deals to pipelines in HubSpot based on “platform” column in Smartsheet. ( game in SS = Games pipeline in HS, any other platform = Movies pipeline)
- Set up “Close date” as an actual day when the deal becomes to be “Closed Won”.
- Optimization in terms of using operation on Make platform. (maybe stop synchronizing projects with production stage “Invoiced”)
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1) Виправити проблему призначення клієнтів, з одним конкретним клієнтом (Sony Pictures Home Entertainment Online Inc.). Можливо, там є системна помилка.
2) Виправити призначення власника угоди(іноді воно не працює)
3) Оновити спосіб оновлення властивостей угоди. Мета – отримати всю інформацію починаючи з першої синхронізації.
4) Призначити угоди в HubSpot на основі колонки "платформа" у Smartsheet. ("Гра" в SS = pipeline "Games" в HS, будь-яка інша платформа = pipeline "Movies").
5) Встановити "Дату закриття" як фактичний день, коли угода стає "Closed Won".
6) Оптимізація з погляду використання операцій на платформі Make. (Можливо, перестати синхронізувати проекти з етапом виробництва "Invoiced")
Applications 1
Client's review of cooperation with Taras F.
SmartSheet to HubSpot synchronization via Make platformI highly recommend Taras. He did everything great, corrected a lot of mistakes and optimized the algorithm as a whole.
Freelancer's review of cooperation with Eduard Fishchenko
SmartSheet to HubSpot synchronization via Make platformI will gladly return to collaboration with this client in the future. I sincerely recommend him as a reliable and favorable partner.
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Winning proposal2 days450 USD
586 2 0 Winning proposal2 days450 USDI can help, but I need more information, so let’s talk about it.
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2 days100 USD
261 1 0 2 days100 USDGood day !
If it is relevant, I will be happy to help. Meeting with Make and Hubspot, a special problem to deal with Smartsheet I don’t see, yet considering that there is a scheme on Make what and where it is transmitted )
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