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HubSpot CRM
Google Docs

Connect HubSpot CRM and Google Docs

Explore ready-made HubSpot CRM and Google Docs templates and start automating in minutes.

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Create a custom workflow

Integrate HubSpot CRM with Google Docs and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
Google Docs
Action: Select an action
1. Select a trigger

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action

  • Adds a tab to a Google Docs document.

  • 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. {{name}}, {{email}}. This module also allows users to replace images by new images with URLs.

  • Deletes a document.

  • Downloads a document to a required format.

  • Gets a content of a document.

  • Inserts or appends a new paragraph to an existing document.

  • Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.

  • Makes all links in a document clickable.

  • Performs an arbitrary authorized API call.

  • Replaces an old text by a new text in a document.

  • Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between HubSpot CRM and Google Docs.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add a Document Tab
Adds a tab to a Google Docs document.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Action
Load more

Popular HubSpot CRM and Google Docs workflows

Connect HubSpot CRM and Google Docs with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

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.

Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM
Use template
App Families

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.

HubSpot - Google Docs - Dropbox Contract Management
Use template
AI

Sync MeetGeek meeting insights to HubSpot with enriched contact data and follow-ups

Automatically enrich contact and company information, sync it to HubSpot, and generate AI-powered follow-up tasks—all based on your MeetGeek meeting data. This Make template uses MeetGeek, OpenAI, and HubSpot to streamline post-meeting sales workflows. It starts by pulling meeting participant emails and uses a Make AI agent to enrich contact and company details via Apollo and web search. The AI then returns clean JSON to create or update records in HubSpot (contacts, companies, and deals). You can also pass the meeting transcript to OpenAI to determine whether a follow-up is needed. If so, the workflow will auto-create a task with a recommended summary and assign it to the right person—based on email matching, fallback logic, or manual mapping. 🔧 Apps used: MeetGeek, OpenAI, HubSpot ⚙️ Key features: contact enrichment, CRM syncing, intelligent follow-up task generation This template was created by MeetGeek. 💬 For support, reach out to [email protected]. 🎥 Watch this video to learn how to set it up: https://youtu.be/BVSyOXUBrD8?si=aVbDHpRPtDVuXLIQ&t=1935

Sync MeetGeek meeting insights to HubSpot with enriched contact data and follow-ups
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.