Can I filter deals based on their value before generating summaries?

Absolutely. You can set criteria such as minimum deal value to ensure only significant deals are documented.

Can I use a specific Google Docs template for this documentation?

Yes, you can specify a Google Docs template for the summary. Just provide the template details and DryMerge will use it to create the documents.

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

This automation is commonly used by sales teams who need to keep a detailed record of closed deals for performance analysis and strategy refinement.

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Google Docs + HubSpot

Summarize HubSpot Deals in Google Docs

Effortlessly maintain accurate documentation of every sale by generating a Google Doc that summarizes each HubSpot deal closed. This allows sales teams to keep a detailed archive of their accomplishments and analyze sales strategies for future improvements.

Closed Deal in HubSpot

Notices when a deal is marked as closed in your HubSpot CRM.

Create Deal Summary Doc

Generates a detailed Google Doc summarizing the closed deal, helping you keep accurate sales records without the hassle.

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

or pick a common variation below

Document HubSpot Deal Notes in Google Docs

Google Docs + HubSpot

Create Meeting Agendas from HubSpot Deals in Google Docs

Google Docs + HubSpot

Summarize HubSpot Marketing Campaign Performance in Google Docs

Google Docs + HubSpot

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Summarize HubSpot deals in Google Docs"

Summarize HubSpot deals 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 HubSpot + Google Docs.

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.