HubSpot - Google Docs - Dropbox Contract Management
HubSpot - Google Docs - Dropbox Contract Management
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Apps used in template
About
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.
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. This module will be deprecated on May 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Makes a copy of an existing file.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
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