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.
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
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.
Add Contacts to a List
Add a Contact to a Workflow
Associate CRM Objects
Associate Multiple CRM Objects
Associate an Engagement with a CRM Object
Cancel a Broadcast Message
Copy a File
Create a Blog Post
Create a Broadcast Message
How do I get started with Make?
What is a scenario?
What is a module?
What is mapping?