Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM
About
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.
Apps Included
Similar templates for inspiration
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Associates 2 CRM objects.
Creates multiple associations between CRM objects.
Associates an engagement with a contact, company, or deal.
Cancels a scheduled broadcast (e.g. tweet or facebook post).
Makes a copy of an existing file.
Creates a new blog post.
Creates and immediately publishes a message on a specified social media channel..
FAQ