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    HubSpot - Google Docs - Dropbox Contract Management

    HubSpot - Google Docs - Dropbox Contract Management

    Get this template

    Apps used in template

    HubSpot CRM
    HubSpot CRM
    Google Docs
    Google Docs
    Google Drive
    Google Drive
    Flow Control
    Flow Control
    Gmail
    Gmail
    Dropbox
    Dropbox

    About

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    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 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.

    HubSpot CRM
    Add Contacts to a List

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

    Action
    HubSpot CRM
    Add a Contact to a Workflow

    Adds a contact to a specific workflow.

    Action
    Google Drive
    Copy a File

    Makes a copy of an existing file.

    Action
    HubSpot CRM
    Create a Company

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

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

    Action
    HubSpot CRM
    Create a Custom Object Record

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

    Action
    HubSpot CRM
    Create a Deal

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

    Action
    Google Docs
    Create a Document

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

    Action
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    Action

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