How can I filter new contacts to only create welcome letters for leads?

DryMerge allows you to filter new contacts based on their status. Specify that you only want to create welcome letters for leads, and it will handle the rest.

Can I include custom fields from HubSpot in the Welcome letter?

Yes, you can include custom fields from HubSpot in the Welcome letter. Simply specify which fields you'd like to include, and DryMerge will customize the document accordingly.

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

This automation is popular among sales and marketing teams who want to make a great first impression on new contacts by sending them personalized welcome letters.

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Google Docs + HubSpot

Create Welcome Letters for New HubSpot Contacts in Google Docs

Generate personalized welcome letters by automatically creating a Google Doc each time a new contact is added to HubSpot. This streamlines your onboarding process and ensures every new contact receives a warm introduction, enhancing customer engagement and satisfaction.

New HubSpot Contact

Triggers when a new contact is added in HubSpot.

Create Welcome Letter

Generates a personalized welcome letter in Google Docs.

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 welcome letters for new HubSpot contacts in Google Docs

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create welcome letters for new HubSpot contacts in Google Docs"

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.