--- title: WHInsights | Ryan Schweighart (4) 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. (4) image: https://www.whimpact.co/hubfs/WH1nsight%20Logo-2.png --- [Skip to content](https://www.whimpact.co/wh1nsights/author/ryan-schweighart/page/4#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/repair%20and%20build%20the%20rope.webp)](https://www.whimpact.co/wh1nsights/strands-of-rope) [Knowledge Nugget](https://www.whimpact.co/wh1nsights/tag/knowledge-nugget) ## [Strands of Rope](https://www.whimpact.co/wh1nsights/strands-of-rope) ![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) Feb 12, 2024 2:07:06 PM I heard an analogy a few years ago to think about our beings as a rope. It was from Jordan Peterson,... [Read more](https://www.whimpact.co/wh1nsights/strands-of-rope) [![](https://www.whimpact.co/hubfs/woman%20setting%20up%20deal%20tags%20in%20hubspot%20on%20her%20computer.webp)](https://www.whimpact.co/wh1nsights/a-guide-to-creating-deal-tags-in-hubspot) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [A Guide to Creating Deal Tags in HubSpot when Invoice Paid or Quote Signed](https://www.whimpact.co/wh1nsights/a-guide-to-creating-deal-tags-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) Feb 9, 2024 3:35:19 PM Hey, there! Creating deal tags in HubSpot allows us to efficiently track the status of deals, such a... [Read more](https://www.whimpact.co/wh1nsights/a-guide-to-creating-deal-tags-in-hubspot) [![](https://www.whimpact.co/hubfs/Imported%20sitepage%20images/WHInsight.2024.01.09_spectrum.jpg)](https://www.whimpact.co/wh1nsights/embracing-the-spectrum-finding-empowerment-in-lifes-opposites) [Knowledge Nugget](https://www.whimpact.co/wh1nsights/tag/knowledge-nugget) ## [Embracing the Spectrum: Finding Empowerment in Life's Opposites](https://www.whimpact.co/wh1nsights/embracing-the-spectrum-finding-empowerment-in-lifes-opposites) ![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) Jan 8, 2024 2:53:56 PM I find myself quick to categorize experiences as black/white or right/wrong. Instead, I'm trying to ... [Read more](https://www.whimpact.co/wh1nsights/embracing-the-spectrum-finding-empowerment-in-lifes-opposites) [![cartoon robot automating microsoft list and sharepoint updating from an email using power automate](https://www.whimpact.co/hubfs/automating%20email%20and%20SharePoint%20tasks%20using%20Power%20Automate.png)](https://www.whimpact.co/wh1nsights/how-i-used-an-email-to-update-a-microsoft-list-and-save-the-attachment-to-sharepoint-with-power-automate) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How I used an email to update a Microsoft List and save the attachment to SharePoint with Power Automate](https://www.whimpact.co/wh1nsights/how-i-used-an-email-to-update-a-microsoft-list-and-save-the-attachment-to-sharepoint-with-power-automate) ![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) Jan 5, 2024 3:28:09 PM Hello, WHImpacter! Today, I'm excited to show you how I sent an email that updated a Microsoft List ... [Read more](https://www.whimpact.co/wh1nsights/how-i-used-an-email-to-update-a-microsoft-list-and-save-the-attachment-to-sharepoint-with-power-automate) [![](https://www.whimpact.co/hubfs/DALL%C2%B7E%202023-12-13%2015.01.22%20-%20A%20sleek%2c%20modern%20desktop%20with%20a%20computer%20screen%20displaying%20a%20flowchart%20or%20diagram%20representing%20the%20automation%20process.%20Include%20symbols%20for%20a%20PDF%2c%20an%20em.png)](https://www.whimpact.co/wh1nsights/how-i-generated-a-pdf-from-a-microsoft-list-using-power-automate) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How I generated a PDF from a Microsoft List using Power Automate and Word](https://www.whimpact.co/wh1nsights/how-i-generated-a-pdf-from-a-microsoft-list-using-power-automate) ![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 13, 2023 3:03:01 PM Today's WH1nsight will demonstrate how I was able to generate a PDF from a Word document triggered b... [Read more](https://www.whimpact.co/wh1nsights/how-i-generated-a-pdf-from-a-microsoft-list-using-power-automate) [![](https://embed-ssl.wistia.com/deliveries/e95ba54c06d54e84951ced4f9ee92e5007ae976d.jpg?image_crop_resized=900x594&image_play_button=true&image_play_button_size=2x&image_play_button_color=321d70e0)](https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-and-zapier) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [Automating Folders and Templates in SharePoint with HubSpot and Zapier](https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-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) Sep 1, 2023 10:31:44 AM In this WH1nsight, I will show you how to use a deal in HubSpot to trigger an automation (zap) in Za... [Read more](https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-and-zapier) [![](https://www.whimpact.co/hubfs/Imported%20sitepage%20images/64a72f12-24b7-11ee-9adb-1ab7a0b123c9.png)](https://www.whimpact.co/wh1nsights/automate-google-business-reviews-with-the-power-of-chatgpt-and-zapier) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [Automate Google Business Reviews with the Power of ChatGPT and Zapier](https://www.whimpact.co/wh1nsights/automate-google-business-reviews-with-the-power-of-chatgpt-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 20, 2023 11:03:48 AM Hello! After a long hiatus, I'm back to posting some WH1nsights. No promises on frequency of posts, ... [Read more](https://www.whimpact.co/wh1nsights/automate-google-business-reviews-with-the-power-of-chatgpt-and-zapier) [![](https://www.whimpact.co/hubfs/close%20the%20gap%20blog%20cover.jpeg)](https://www.whimpact.co/wh1nsights/navigating-the-fine-line-of-helping-sort-not-sell) [Strategize Your Business](https://www.whimpact.co/wh1nsights/tag/strategize-your-business) ## [Navigating the Fine Line of Helping: Sort Not Sell](https://www.whimpact.co/wh1nsights/navigating-the-fine-line-of-helping-sort-not-sell) ![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 26, 2023 4:59:56 PM Introduction: The Fine Line in Helping Sometimes we want to help people more than they want to be he... [Read more](https://www.whimpact.co/wh1nsights/navigating-the-fine-line-of-helping-sort-not-sell) [![how to build a high-level avatar or persona for marketing and sales](https://www.whimpact.co/hubfs/Man%20people%20collage%20faces%20double%20exposure.jpeg)](https://www.whimpact.co/wh1nsights/a-four-step-process-to-building-a-high-level-avatar-or-persona) [Strategize Your Business](https://www.whimpact.co/wh1nsights/tag/strategize-your-business) ## [A Four-Step Process to Building a High-Level Avatar or Persona](https://www.whimpact.co/wh1nsights/a-four-step-process-to-building-a-high-level-avatar-or-persona) ![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) Nov 2, 2022 3:10:30 PM You may know this, you may not... the more specific you are with who your client/customer is, the mo... [Read more](https://www.whimpact.co/wh1nsights/a-four-step-process-to-building-a-high-level-avatar-or-persona) [![transfer data from google sheets via webhooks to another third party app such as eImmigration using Zapier](https://t10620163.p.clickup-attachments.com/t10620163/e7acf0d3-3335-49d9-85a6-29e837d32581/image.png)](https://www.whimpact.co/wh1nsights/how-to-use-transfers-in-zapier-from-google-sheets-to-webhooks) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How to Use Transfers in Zapier -- from Google Sheets to Webhooks](https://www.whimpact.co/wh1nsights/how-to-use-transfers-in-zapier-from-google-sheets-to-webhooks) ![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) Oct 26, 2022 2:18:10 PM Last week, I attended ZapConnect, which is an annual event hosted by Zapier. One of their newer feat... 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