How can I filter for only high-priority clients?

Simply define what criteria make a client high-priority for you in HubSpot, such as specific tags or scores, and DryMerge will apply this filter.

Can I create these reports using Microsoft Word instead of Google Docs?

Yes, you can use Microsoft Word instead of Google Docs. Just specify your preference, and DryMerge will configure the automation accordingly.

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

This automation is popular among account managers and customer success teams who need to keep track of client engagement and plan actions based on real-time data.

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Google Docs + HubSpot

Generate Engagement Score Reports in Google Docs from HubSpot

Keep your sales and service teams in the loop by generating detailed engagement score reports in Google Docs whenever a client's engagement score is updated in HubSpot. This helps ensure timely follow-ups and targeted strategies to improve client retention and satisfaction.

When this happens...

Engagement Score Updated

Notices an update to a client's engagement score in HubSpot.

automatically do this!

Create Engagement Report

Automatically generates a detailed engagement score report in Google Docs, keeping your team informed and ready to act.

Infinite possibilities

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 engagement score reports in Google Docs from HubSpot

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate engagement score reports in Google Docs from HubSpot"

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.