Excel Template Actions

using excel template actions , you can define how hubspot data is added and structured within your excel templates these actions allow you to insert record properties, build dynamic tables and set document titles for generated files after setting up your resources, you can use the following actions to build your template docid\ x9satkbcbl y2mdzodzkt – add standard or custom fields from the master object, or create and insert resources as needed docid tylfcaekovmo3iypwf5b – create and customize tables based on salesforce records, adjusting structure and content as required docid\ emdi1ukd1kr0bsi8vg7as – assign a title to the generated document by selecting a relevant field for better organization