HubSpot - Google Docs - Dropbox Contract Management
HubSpot - Google Docs - Dropbox Contract Management
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Apps used in template
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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.
Makes a copy of an existing file.
Copies an email or a draft into a selected folder.
Creates a new Google document by adding the content of HTML format.
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.
Creates a new draft and adds it to a selected folder.
Creates a file from a text plain.
Creates a new file or folder shortcut.
Creates a new folder.
Creates a new shared drive.
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