Meeting Title: HubSpot Report Automation Sync Date: 2025-09-17 Meeting participants: Rico Rejoso, Justina Spinn
WEBVTT
1 00:01:28.420 ⇒ 00:01:29.630 Justina Spinn: Hi, Amy.
2 00:01:31.320 ⇒ 00:01:32.960 Rico Rejoso: Hey, Justina, how are you?
3 00:01:33.620 ⇒ 00:01:34.740 Justina Spinn: Good, how are you?
4 00:01:34.960 ⇒ 00:01:35.940 Rico Rejoso: Good and good.
5 00:01:36.500 ⇒ 00:01:37.959 Rico Rejoso: Yeah,
6 00:01:38.640 ⇒ 00:01:48.560 Rico Rejoso: To get started, should I… I needed your help regarding this, HubSpot, tasks or activities. I’m not that familiar with HubSpot, I’m sorry.
7 00:01:50.340 ⇒ 00:01:50.970 Rico Rejoso: I’m joking.
8 00:01:50.970 ⇒ 00:01:52.130 Justina Spinn: That’s true.
9 00:01:54.410 ⇒ 00:01:54.990 Rico Rejoso: Okay.
10 00:02:00.340 ⇒ 00:02:05.279 Rico Rejoso: So, regarding to the initial, one that Utom mentioned us through…
11 00:02:05.420 ⇒ 00:02:10.410 Rico Rejoso: I created this report, which is the active deals by stage.
12 00:02:11.450 ⇒ 00:02:26.330 Rico Rejoso: And this is what if you wanted to have, like, a, to be notified every 6 AM, every day, regarding the active deals on HubSpot, so I created this one, which I just filtered, and…
13 00:02:26.510 ⇒ 00:02:31.100 Rico Rejoso: Created action of it to send reports on… a slack.
14 00:02:31.310 ⇒ 00:02:32.170 Rico Rejoso: But unfortunately.
15 00:02:32.770 ⇒ 00:02:38.370 Rico Rejoso: there was no, like, way for us to, you know, edit the interface, or, I mean, to…
16 00:02:38.600 ⇒ 00:02:46.610 Rico Rejoso: edit how it shows on Slack, so it just shows this kind of, like, preview.
17 00:02:46.810 ⇒ 00:02:50.569 Rico Rejoso: which they have to go to HubSpot first, so they can look at everything.
18 00:02:52.990 ⇒ 00:03:01.359 Justina Spinn: Do you know exactly, like… so, what does he want to be able to see there?
19 00:03:01.700 ⇒ 00:03:04.909 Rico Rejoso: Oh, it’s just the name of the deal, the state.
20 00:03:04.910 ⇒ 00:03:06.830 Justina Spinn: Any active deal?
21 00:03:06.830 ⇒ 00:03:07.520 Rico Rejoso: Yeah.
22 00:03:07.790 ⇒ 00:03:08.240 Justina Spinn: name.
23 00:03:08.860 ⇒ 00:03:11.240 Rico Rejoso: So, I just filtered this one out.
24 00:03:11.960 ⇒ 00:03:20.439 Rico Rejoso: Like, for those, that are active for not won, lost, or archived.
25 00:03:21.980 ⇒ 00:03:22.660 Rico Rejoso: So…
26 00:03:23.720 ⇒ 00:03:29.870 Rico Rejoso: then I just, you know, put in the, put in the properties, like this realization.
27 00:03:30.840 ⇒ 00:03:39.699 Rico Rejoso: But since, like, it doesn’t let you show a preview unless you put in more properties, I put in, like, some relative properties on it.
28 00:03:39.860 ⇒ 00:03:42.000 Rico Rejoso: But, you know, it’s kind of like…
29 00:03:42.150 ⇒ 00:03:48.989 Rico Rejoso: irrelevant for him, so that makes… I mean, that confuses with,
30 00:03:49.120 ⇒ 00:03:52.920 Rico Rejoso: When it comes to looking at this, or the preview on Slack.
31 00:03:55.370 ⇒ 00:04:03.790 Rico Rejoso: So I tried to remove some of the properties, but it won’t show any previous luck when I did that. So we try a different workflow, like…
32 00:04:03.980 ⇒ 00:04:05.660 Rico Rejoso: using Zapier.
33 00:04:06.070 ⇒ 00:04:12.749 Rico Rejoso: Or an A10, but it’s not, you know, it’s… it’s showing a different kind of list.
34 00:04:13.090 ⇒ 00:04:20.270 Rico Rejoso: He’s hoping to have it viewed like a table on Slack whenever, like, the 6AM notification came in.
35 00:04:20.380 ⇒ 00:04:22.610 Rico Rejoso: But I don’t know how to format it that way.
36 00:04:25.260 ⇒ 00:04:27.010 Justina Spinn: Okay.
37 00:04:28.920 ⇒ 00:04:31.540 Rico Rejoso: we’re able to access HubSpot?
38 00:04:32.640 ⇒ 00:04:35.249 Justina Spinn: Yes, I am in HubSpot right now.
39 00:04:45.100 ⇒ 00:04:46.240 Justina Spinn: I’m just…
40 00:05:34.710 ⇒ 00:05:40.230 Justina Spinn: I’m gonna have to play around with this a little bit more. I… I think, like…
41 00:05:43.610 ⇒ 00:05:54.860 Justina Spinn: It seems like we really want to rely on Slack so heavily for notifications and stuff like that, but I do think that there’s some limitations there.
42 00:05:54.860 ⇒ 00:05:55.610 Rico Rejoso: It is, yeah.
43 00:05:55.610 ⇒ 00:06:00.380 Justina Spinn: And I think that that’s one of the big issues, like, I mean…
44 00:06:00.970 ⇒ 00:06:09.330 Justina Spinn: directly above that… the screenshot that comes in is a link to the report, so it’s just a click of a button to be able to, like, see…
45 00:06:09.330 ⇒ 00:06:09.910 Rico Rejoso: Yeah.
46 00:06:09.910 ⇒ 00:06:13.199 Justina Spinn: the actual report, you know, so I don’t see…
47 00:06:13.390 ⇒ 00:06:16.159 Justina Spinn: Why we can’t just click into the report.
48 00:06:16.270 ⇒ 00:06:23.900 Justina Spinn: But, I mean, I can…
49 00:06:24.510 ⇒ 00:06:38.260 Justina Spinn: I’ll have to play around with it a little bit more, because I’ve… I have never used Slack so… like, I’ve used Slack a lot, but not so heavily for, like, notifications and all of that type of stuff, like…
50 00:06:38.470 ⇒ 00:06:47.910 Justina Spinn: Not for, like, pulling reports. So… I will…
51 00:06:48.200 ⇒ 00:06:52.000 Justina Spinn: I’ll say that I’ll take this on to try to figure out.
52 00:06:52.530 ⇒ 00:06:53.030 Rico Rejoso: Okay.
53 00:06:53.030 ⇒ 00:06:56.030 Justina Spinn: If I can figure out a better snapshot.
54 00:06:56.490 ⇒ 00:07:02.289 Rico Rejoso: Sure, got it. But if in case, like, you know, you encounter issues, you can also, like,
55 00:07:02.680 ⇒ 00:07:11.309 Rico Rejoso: Get in touch with one of our, AIT members. Maybe they can help you as well with that, when it comes to the workflows and other things.
56 00:07:11.310 ⇒ 00:07:12.920 Justina Spinn: Okay. And… Okay.
57 00:07:12.920 ⇒ 00:07:17.240 Rico Rejoso: So, regarding the one that, Tom just sent.
58 00:07:17.660 ⇒ 00:07:20.390 Rico Rejoso: To be honest, I don’t know how to do that.
59 00:07:21.750 ⇒ 00:07:22.590 Justina Spinn: Okay.
60 00:07:23.170 ⇒ 00:07:23.960 Justina Spinn: Oh my god.
61 00:07:23.960 ⇒ 00:07:24.840 Rico Rejoso: that one as well?
62 00:07:25.680 ⇒ 00:07:26.610 Justina Spinn: Yes.
63 00:07:26.890 ⇒ 00:07:29.619 Justina Spinn: Go back to the…
64 00:07:35.350 ⇒ 00:07:38.359 Justina Spinn: Sorry, I… my laptop is…
65 00:07:39.500 ⇒ 00:07:46.249 Justina Spinn: dying right now, so I have to have that plugged in, but then I can’t have my second screen, and I’m struggling with that right now.
66 00:07:46.250 ⇒ 00:07:46.799 Rico Rejoso: Okay, okay.
67 00:07:46.800 ⇒ 00:07:47.910 Justina Spinn: I can listen.
68 00:07:47.910 ⇒ 00:08:06.180 Rico Rejoso: ago afterwards. Just in case, make sure you, you know, you update on Slack in regards to, the status of what you’re working on. I think with, like, everyone or anyone who’s, constantly updating on Slack. So, the proactive movie you did just a while ago.
69 00:08:06.230 ⇒ 00:08:07.920 Rico Rejoso: That’s very commendable for him.
70 00:08:09.100 ⇒ 00:08:11.949 Rico Rejoso: I just want to remind everyone regarding that.
71 00:08:12.800 ⇒ 00:08:13.560 Justina Spinn: Got it.
72 00:08:13.990 ⇒ 00:08:14.350 Rico Rejoso: I see.
73 00:08:14.350 ⇒ 00:08:14.720 Justina Spinn: Okay.
74 00:08:14.720 ⇒ 00:08:18.080 Rico Rejoso: very Slack. Use Slack very much.
75 00:08:19.370 ⇒ 00:08:20.230 Justina Spinn: Got it, okay.
76 00:08:20.680 ⇒ 00:08:25.839 Rico Rejoso: Thank you so much for now and Justine. I’m hoping for updates, by end of day, if possible, or midday.
77 00:08:27.070 ⇒ 00:08:28.360 Justina Spinn: Okay, thanks.
78 00:08:28.360 ⇒ 00:08:29.650 Rico Rejoso: Thank you so much, have a good one.