How can I filter for specific types of investments?

DryMerge lets you specify criteria for the types of investments you want to include. Just provide the details, and DryMerge will filter the data accordingly.

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

Yes, you can use this with Microsoft Word instead of Google Docs. Describe the necessary changes, and DryMerge will configure the automation to fit Microsoft Word.

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

This automation is used by financial analysts and investment managers to create accurate and detailed reports of new investments, ensuring they have comprehensive records.

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Google Docs + HubSpot

Generate Investment Reports from New HubSpot Investments in Google Docs

Streamline your financial reporting by automatically generating detailed investment reports in Google Docs whenever new investments are added to HubSpot. This ensures that all investment details are accurately documented and easily accessible for review.

New HubSpot Investment

Triggers when a new investment is added in HubSpot.

Generate Investment Report

Creates a detailed Google Doc for the new investment.

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

or pick a common variation below

Create Welcome Letters for New HubSpot Contacts in Google Docs

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Google Docs + HubSpot

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Google Docs + HubSpot

How to use DryMerge

Ask for what you want.

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

Generate investment reports from new HubSpot investments in Google Docs

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.

Sure! Connecting

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

Our Capabilities

See what DryMerge can do with Google Docs + HubSpot.

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

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

App details

Google Docs

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