How can I filter for only high-value deals?

DryMerge allows you to filter deals by their value. Simply specify what criteria define 'high-value' for you, such as deal amount or specific tags, and DryMerge will handle the rest.

Can I use this with Microsoft Word instead of Google Docs?

Yes, you can use this with Microsoft Word instead of Google Docs. Just describe the changes you need to make, and DryMerge will adjust the automation accordingly.

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

This automation is popular among sales teams who need to generate consistent and well-formatted client reports quickly for internal reviews and client communications.

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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.

Deal Closed

Triggers when a deal is closed in HubSpot.

Generate Report

Generates a report in Google Docs with the deal details.

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

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Create client reports in Google Docs from HubSpot deals

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"

Sure! Connecting

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.

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

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

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

About 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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About Google Docs

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