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HubSpot CRM
Google Drive
Google Docs
Flow Control
Gmail

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

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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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Email
Built-in Tools
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Files & Documents

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