Logo HubSpotCLIAPI@1.11.0Logo GoogleDriveCLIAPI@1.12.0Logo AsanaCLIAPI@1.33.0Logo SlackAPILogo GoogleDocsV2CLIAPI@1.3.2Logo PandaDocCLIAPI@2.6.3

Intégration des clients

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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Les entreprises, grandes et petites, font confiance

This Zap works in 6 steps

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

This Zap uses the following 6 apps

  • Logo HubSpot
  • Logo Google Drive

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