Connect FareHarbor and HubSpot CRM and Google Docs integrations

Connect FareHarbor and HubSpot CRM and Google Docs with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like FareHarbor and HubSpot CRM and Google Docs to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular FareHarbor and HubSpot CRM and Google Docs workflows.

Looking to get more out of FareHarbor and HubSpot CRM and Google Docs? With Make you can visually integrate FareHarbor and HubSpot CRM and Google Docs into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

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HubSpot - Google Docs - Dropbox Contract Management

Grab Contact information from HubSpot CRM, push it into a Google Doc Contract Template (we used this Google Doc in the scenario) upload the compiled Contract to a designated Dropbox folder and send it as an attachment via Gmail.

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Create/update a HubSpot contact from a new booking in FareHarbor

Every time a new booking is created in FareHarbor, Make will automatically create a new or update an existing contact in HubSpot CRM.

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Create a Quote with Google Docs for each new row in Google Sheets.

For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.

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Resume creation scenario using Google Sheets, Google Docs.

Easily edit the Resume with relevant details from Google sheets

The document template is found on Google Docs

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Personalize an introduction message with ChatGPT for new HubSpot CRM leads and store them on a Google Sheet for review

Optimize your introduction message using ChatGPT, a personalized approach for new HubSpot CRM leads, and save on Google Sheets for easy review and management.

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Insert new rows with data from Google Sheets to the end of document in Google Docs

When new rows are added to Google Sheets spreadsheet, the corresponding data are sent as new rows to Google Docs document. The paragraph style is copied from the previous index, the lists are supported.

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Create a Document from a Template containing data from a record in Airtable

When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.

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Create HubSpot CRM contacts from emails matching a search criteria

When you receive new emails in a specified folder and they match certain search criteria, the senders are created or updated as contacts in HubSpot CRM.

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Build your FareHarbor and HubSpot CRM and Google Docs integrations.

Create custom FareHarbor and HubSpot CRM and Google Docs workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add Contacts to a List

Adds contact records that have already been created in the system to a contact list.

Action

Add a Contact to a Workflow

Adds a contact to a specific workflow.

Action

Create a Company

Creates a company with the given properties and returns a copy of the object, including the ID.

Action

Create a Contact

Creates a contact with the given properties and returns a copy of the object, including the ID.

Action

Create a Custom Object Record

Creates a custom object with the given properties and returns a copy of the object, including the ID.

Action

Create a Deal

Creates a deal with the given properties and returns a copy of the object, including the ID.

Action

Create a Document

Creates a new Google document by adding the content of HTML format.

Action

Create a Document from a Template

Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.

Action

Create a Folder

Creates a folder.

Action

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