Google Docs + HubSpot

Create Client Reports in Google Docs from HubSpot Deals

Streamline your reporting process by automatically generating client reports in Google Docs whenever a new deal is closed in HubSpot. This automation ensures all client reports are consistently formatted and readily available.

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Deal Closed

Triggers when a deal is closed in HubSpot.

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Generate Report

Generates a report in Google Docs with the deal details.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create client reports in Google Docs from HubSpot deals"

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Create client reports in Google Docs from HubSpot deals

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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Google Docs.

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Create Doc

Creates a new Google Doc

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Delete Doc

Deletes a Google Doc

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Update Doc

Updates an existing Google Doc

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Read Doc

Reads details of a Google Doc

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Search Docs

Searches Google Docs

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New Google Doc

Triggers when a new Google Doc is created

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Create Contact

Creates a new contact in HubSpot

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Delete Contact

Deletes a contact in HubSpot

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Update Contact

Updates the stage/lead value of a contact in HubSpot

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Read Contact

Reads context about a contact in HubSpot using various identifiers

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Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

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Update Ticket

Updates a ticket in HubSpot using the ticket ID

App details

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Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

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HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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