How can I filter conversations by certain types?

DryMerge allows you to filter conversations based on specified types or topics. Define the criteria, and only those conversations will be summarized.

Can I customize the format of the conversation summary in Coda?

Yes, you can specify the structure and elements that should be included in the conversation summary in Coda.

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

Customer success managers and sales representatives use this automation to keep detailed records of customer conversations, aiding in seamless communication and follow-up actions.

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Coda + HubSpot

Summarize HubSpot Contact Conversations in Coda

When a contact conversation in HubSpot ends, create a detailed summary in Coda. This helps maintain a comprehensive communication log for each contact, aiding in better follow-ups and reference.

Conversation Ended

Triggers when a conversation with a contact ends in HubSpot.

Create Summary

Creates a summary of the conversation in Coda.

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

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Summarize HubSpot contact conversations in Coda"

Summarize HubSpot contact conversations in Coda

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 Coda + HubSpot.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

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

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.