How can I filter deals by reason for loss?

You can filter deals based on the reason for loss, ensuring only relevant details are archived.

Can I include additional information about the lost deal in Coda?

Yes, you can specify additional information to be included about the lost deal in the Coda record.

Which people use this automation? What do they use it for?

Sales analysts and team leaders use this automation to keep track of lost deals, enabling analysis and strategy refinement.

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Coda + HubSpot

Archive HubSpot Deal Losses in Coda

When a deal is marked as lost in HubSpot, archive the details in Coda. This keeps a record of lost deals for future analysis and learning.

Deal Marked Lost

Triggers when a deal is marked as lost in HubSpot.

Archive Deal

Archives the lost deal details in Coda.

See more Coda to HubSpot integrations or use AI to customize your automation.

or pick a common variation below

Track New HubSpot Deals in Coda

Coda + HubSpot

Log HubSpot Call Notes to Coda

Coda + HubSpot

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive HubSpot deal losses in Coda"

Archive HubSpot deal losses in Coda

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Coda + HubSpot.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.