How can I filter to update only specific deals?

DryMerge lets you specify criteria such as deal size, priority, or custom tags to update only the specific deals you're interested in.

Can I customize the contents of the Google Doc?

Yes, you can specify what details from HubSpot's sales pipeline should be included in the Google Doc report. Just describe your preferred format and content.

Who uses this automation and what do they use it for?

This automation is commonly used by sales managers and team leads to ensure that all team members are updated on the latest sales pipeline developments, fostering better coordination and strategy planning.

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Google Docs + HubSpot

Generate Detailed HubSpot Sales Pipeline Reports in Google Docs

Ensure your sales team stays on top of the latest developments by generating detailed sales pipeline reports in Google Docs whenever deals are updated in HubSpot. Perfect for sales managers aiming for seamless communication and collaboration.

When this happens...

Deal Updated

Triggers when deals in HubSpot are updated.

automatically do this!

Create Pipeline Report

Generates a detailed sales pipeline report in Google Docs.

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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.

Generate detailed HubSpot sales pipeline reports in Google Docs

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate detailed HubSpot sales pipeline reports 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.