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Quickly connect Google Docs to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Google Docs with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Document" from Google Docs.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects Google Docs and HubSpot, automating your workflow.
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Frequently Asked Questions about Google Docs + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Docs and HubSpot
Can Google Docs be automatically updated when there's a change in HubSpot?
Yes, you can set up a workflow where changes in HubSpot trigger updates in Google Docs. Specifically, you can use triggers such as 'New Contact in List' or 'Updated Deal Stage' in HubSpot to automatically update specific fields or documents within Google Docs.
Is it possible to create a new document in Google Docs every time a deal is closed in HubSpot?
Absolutely. You can configure an action triggered by the 'Deal Closed Won' event in HubSpot to automatically generate a new document template within Google Docs, capturing relevant deal details for follow-up or record-keeping purposes.
Can historical data from HubSpot be transferred into Google Docs?
While the integration primarily focuses on real-time triggers and actions, you can manually export historical data from HubSpot and format it into Google Docs. However, automatic transfer of past records isn't supported via the integration.
How do we automate the creation of meeting notes from scheduled events in HubSpot into Google Docs?
You can automatically create meeting notes by setting up an action where any 'New Meeting Scheduled' event in HubSpot triggers a new document creation in Google Docs with predefined templates tailored for capturing meeting details.
Does integrating these platforms allow for live editing of documents when updates occur?
The integration allows documents to be updated based on triggers but does not support live editing directly through the integration. You'll need to access the document through Google Docs for real-time collaboration features beyond automated updates.
Are there limitations on which types of data from HubSpot can trigger actions in Google Docs?
Most data types such as contact updates, new deals, or form submissions can be used as triggers. However, some complex custom property changes may not directly trigger actions without additional configuration or manual adjustment.
Can we keep certain fields confidential while integrating from HubSpot to Google Docs?
Yes, during the setup of any integration workflow, you have control over which data fields are shared and which are kept private. You simply select only the necessary data points to include within your automated processes.
Practical ways you can use Google Docs and HubSpot
Sync new HubSpot contacts with Google Docs.
When a new contact is added to HubSpot, Zapier can automatically create a Google Doc using a pre-defined template filled with the contact's details. This integration streamlines documentation, providing up-to-date individual contact information without manual data entry.
Business OwnerGenerate content ideas from form submissions.
Trigger when a form is submitted in HubSpot, prompting Zapier to append the user's input into a Google Doc for content brainstorming. This system ensures you never lose valuable insights from your audience and simplifies idea tracking for marketing campaigns.
Marketing & Marketing OpsTrack project updates in Google Docs.
Use Zapier to append new deal updates in HubSpot as progress markers in Google Docs. This automation keeps a comprehensive and organized log of activities, aiding in status reviews and team visibility without the need for manual updates.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling - Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionWrite- Document NameRequired
- New Document NameRequired
- Drive
- Folder
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- Drive
- Folder
Try ItTriggerPolling- Drive containing the template document
- Template_folder
- Document NameRequired
- New Document NameRequired
- Drive
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- New Document NameRequired
- Document NameRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- Drive
- Folder
- New Document NameRequired
ActionSearch
