--- title: WHInsights | Ryan Schweighart (2) description: How to advance your organizations's impact with improved marketing strategies, marketing tactics, and business processes to boost your work efficiency focused on HubSpot and Zapier. (2) image: https://www.whimpact.co/hubfs/WH1nsight%20Logo-2.png --- [Skip to content](https://www.whimpact.co/wh1nsights/author/ryan-schweighart/page/2#main-content) [![whimpact logo](https://www.whimpact.co/hs-fs/hubfs/whimpact%20logo.png?width=333&height=250&name=whimpact%20logo.png)](https://www.whimpact.co) - [About WHI](https://www.whimpact.co/about) - [Learn - WHInsights](https://www.whimpact.co/wh1nsights) Open main navigation Close main navigation - [About WHI](https://www.whimpact.co/about) - [Learn - WHInsights](https://www.whimpact.co/wh1nsights) - [Start Your Assessment](https://www.whimpact.co/whintensive) [Start Your Assessment](https://www.whimpact.co/whintensive) ![whinsights logo](https://www.whimpact.co/hubfs/whinsights%20logo.png "whinsights logo") ### Posts by Tag - [Humanize Your Experience (1)](https://www.whimpact.co/wh1nsights/tag/humanize-your-experience) - [Knowledge Nugget (6)](https://www.whimpact.co/wh1nsights/tag/knowledge-nugget) - [Strategize Your Business (9)](https://www.whimpact.co/wh1nsights/tag/strategize-your-business) - [Systemize Your Busyness (35)](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## Get WHInsights in your inbox: [![](https://www.whimpact.co/hubfs/2025.08.07_whinsight.png)](https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How I Created My Referral and Reward Program with HubSpot, Basecamp, Tremendous, and Zapier](https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Aug 7, 2025 1:38:37 PM In this post, I’ll walk through exactly how I set up an almost fully automated referral and reward p... [Read more](https://www.whimpact.co/wh1nsights/how-i-created-my-referral-and-reward-program-with-hubspot-basecamp-tremendous-and-zapier) [![](https://www.whimpact.co/hubfs/2025.07.30_whinsight.png)](https://www.whimpact.co/wh1nsights/how-i-created-a-referral-and-reward-program-using-hubspot-basecamp-tremendous-and-zapier) [Strategize Your Business](https://www.whimpact.co/wh1nsights/tag/strategize-your-business) ## [A Demo of my Referral and Reward Program Using HubSpot, Basecamp, Tremendous, and Zapier](https://www.whimpact.co/wh1nsights/how-i-created-a-referral-and-reward-program-using-hubspot-basecamp-tremendous-and-zapier) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Jul 29, 2025 6:43:42 PM If you're looking to set up a client referral program that integrates directly with your HubSpot env... [Read more](https://www.whimpact.co/wh1nsights/how-i-created-a-referral-and-reward-program-using-hubspot-basecamp-tremendous-and-zapier) [![](https://www.whimpact.co/hubfs/2025.06.27_whinsight.png)](https://www.whimpact.co/wh1nsights/a-way-to-update-the-meeting-type-in-hubspot-with-zapier) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [A Way to Update the Meeting Type in HubSpot with Zapier](https://www.whimpact.co/wh1nsights/a-way-to-update-the-meeting-type-in-hubspot-with-zapier) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Jun 27, 2025 6:52:06 PM In this guide, you'll learn how to update the meeting type of a logged meeting in HubSpot using Zapi... [Read more](https://www.whimpact.co/wh1nsights/a-way-to-update-the-meeting-type-in-hubspot-with-zapier) [![](https://www.whimpact.co/hubfs/2025.04.03_whinsight.png)](https://www.whimpact.co/wh1nsights/how-to-pull-hubspot-data-directly-into-excel-without-a-third-party-integration) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How to Pull HubSpot Data Directly Into Excel Without a Third-Party Integration](https://www.whimpact.co/wh1nsights/how-to-pull-hubspot-data-directly-into-excel-without-a-third-party-integration) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Apr 3, 2025 6:29:35 PM If you want to pull HubSpot company data directly into Excel—without using a third-party tool—this g... [Read more](https://www.whimpact.co/wh1nsights/how-to-pull-hubspot-data-directly-into-excel-without-a-third-party-integration) [![](https://www.whimpact.co/hubfs/2024.12.04_whinsight.png)](https://www.whimpact.co/wh1nsights/automatically-create-a-note-in-hubspot-using-hubspot-workflows-or-zapier) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [Automatically Create a Note in HubSpot using HubSpot Workflows or Zapier](https://www.whimpact.co/wh1nsights/automatically-create-a-note-in-hubspot-using-hubspot-workflows-or-zapier) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Dec 4, 2024 4:38:06 PM If you're looking to streamline note-taking in HubSpot by automatically attaching notes to deals whe... [Read more](https://www.whimpact.co/wh1nsights/automatically-create-a-note-in-hubspot-using-hubspot-workflows-or-zapier) [![](https://www.whimpact.co/hubfs/2024.08.06_whinsight%20thumbnail.png)](https://www.whimpact.co/wh1nsights/using-a-calculated-property-to-create-a-rollup-in-hubspot) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [Using a Calculated Property to Create a Rollup in HubSpot](https://www.whimpact.co/wh1nsights/using-a-calculated-property-to-create-a-rollup-in-hubspot) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Aug 7, 2024 8:28:00 AM In this guide, we will walk through the steps to create a custom property in HubSpot that calculates... [Read more](https://www.whimpact.co/wh1nsights/using-a-calculated-property-to-create-a-rollup-in-hubspot) [![](https://www.whimpact.co/hubfs/2024.07.31_whinsight%20thumbnail.png)](https://www.whimpact.co/wh1nsights/send-reminders-for-outstanding-invoices-in-hubspot) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [Send Reminders for Outstanding Invoices in HubSpot](https://www.whimpact.co/wh1nsights/send-reminders-for-outstanding-invoices-in-hubspot) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Jul 31, 2024 2:34:58 PM Today, I’ll guide you through setting up automatic email reminders for invoices in HubSpot. This pro... [Read more](https://www.whimpact.co/wh1nsights/send-reminders-for-outstanding-invoices-in-hubspot) [![](https://www.whimpact.co/hubfs/2024.07.26_whinsight%20thumbnail.png)](https://www.whimpact.co/wh1nsights/my-homepage-layout-suggestion-focus-on-user-needs-and-immediate-solutions) [Strategize Your Business](https://www.whimpact.co/wh1nsights/tag/strategize-your-business) ## [My Homepage Layout Suggestion: Focus on User Needs and Immediate Solutions](https://www.whimpact.co/wh1nsights/my-homepage-layout-suggestion-focus-on-user-needs-and-immediate-solutions) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Jul 26, 2024 4:47:08 PM I often wonder about better ways to lay out website pages. I'm not talking about snazzy designs or a... [Read more](https://www.whimpact.co/wh1nsights/my-homepage-layout-suggestion-focus-on-user-needs-and-immediate-solutions) [![](https://www.whimpact.co/hubfs/2024.07.10%20whinsight%20thumbnail.png)](https://www.whimpact.co/wh1nsights/how-i-created-a-deal-in-hubspot-with-line-items-automatically-associated-after-customer-purchase) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How I Created a Deal in HubSpot with Line Items Automatically Associated after Customer Purchase](https://www.whimpact.co/wh1nsights/how-i-created-a-deal-in-hubspot-with-line-items-automatically-associated-after-customer-purchase) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Jul 10, 2024 12:43:53 PM Hello, I’m Ryan Schweighart, founder of Whole Hart Impact, where I help organizations grow without t... [Read more](https://www.whimpact.co/wh1nsights/how-i-created-a-deal-in-hubspot-with-line-items-automatically-associated-after-customer-purchase) [![](https://www.whimpact.co/hubfs/2024.07.05%20whinsight.png)](https://www.whimpact.co/wh1nsights/how-i-automatically-emailed-a-photo-after-taking-a-picture-in-the-hubspot-app) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How I Automatically Emailed a Photo after Taking a Picture in the HubSpot App](https://www.whimpact.co/wh1nsights/how-i-automatically-emailed-a-photo-after-taking-a-picture-in-the-hubspot-app) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Jul 5, 2024 3:25:23 PM Hi, I'm Ryan Schweighart, founder of Whole Hart Impact. In this post, I'll guide you through snappin... 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