Google Docs + HubSpot

Create documents from templates in Google Docs for updated deal properties in HubSpot

Track your HubSpot deal updates efficiently with this workflow. Whenever there is a Deal Property Change in HubSpot, a new document based on your designated template is instantly created in Google Docs. This enables you to have a distinctive paper trail of changes and accelerates your sales management process. This automation makes your sales operations smoother, saving you time and unnecessary manual effort.

Track your HubSpot deal updates efficiently with this workflow. Whenever there is a Deal Property Change in HubSpot, a new document based on your designated template is instantly created in Google Docs. This enables you to have a distinctive paper trail of changes and accelerates your sales management process. This automation makes your sales operations smoother, saving you time and unnecessary manual effort.

  1. When this happens...
    HubSpotHubSpot
    Deal Property Change

    Triggers when a specified property is provided or updated on a Deal.

    TriggerInstant
  2. automatically do this!
    Google DocsGoogle Docs
    Create Document From Template

    Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
google-docs logo
google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn more

Related categories

  • Documents
  • Google

Similar apps

Formstack Documents integrationsFormstack Documents integrations

Formstack Documents

Documents
Quip integrationsQuip integrations

Quip

Documents
Zoho Writer integrationsZoho Writer integrations

Zoho Writer

Content & Files, Zoho
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier