HubSpotCLIAPI@1.11.0 LogoGoogleDriveCLIAPI@1.12.0 LogoAsanaCLIAPI@1.33.0 LogoSlackAPI LogoGoogleDocsV2CLIAPI@1.3.2 LogoPandaDocCLIAPI@2.6.3 Logo

Kunden-Onboarding

“Anytime the “deal stage” in HubSpot is changed to "Closed/Won," the onboarding process is automatically triggered: - A new client folder is created in Google Drive. - An onboarding task is assigned in Asana. - The team is notified in Slack. - An onboarding document is generated in Google Docs. - A contract is sent via PandaDoc.”

Dashboard Limcreated by Dashboard Lim

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Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 6 steps …

  • Step 1 - Trigger

    Anytime an updated deal stage is created in Your App

  • Step 2 - Action

    Create folder in Google Drive

  • Step 3 - Action

    Create task (legacy) in Asana

  • Step 4 - Action

    Send channel message in Your App

  • Step 5 - Action

    Upload document in Your App

  • Step 6 - Action

    Create document in PandaDoc

    • 3 minutes to set up
    • Get back 1.2 hrs /week
    • 13 people use this zap

    This Zap uses the following 6 apps

    • HubSpot Logo
    • Google Drive Logo

    More ways to use these popular apps!

    Check out all the other ways you can connect HubSpot and Google Drive,
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