Can I filter deals by amount or stage?

Yes, you can filter deals based on criteria like amount, stage, or any custom property in HubSpot.

Can I add additional details from HubSpot to Coda?

Of course, you can specify additional HubSpot fields to be included in the Coda row.

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

Sales analysts and team leads use this automation to track and analyze deal progress within collaborative documents, helping streamline reporting and decision making.

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Coda + HubSpot

Track New HubSpot Deals in Coda

Create a new Coda row to document every new HubSpot deal. This allows for detailed analysis and tracking of deals within a collaborative document.

New Deal Created

Triggers when a new deal is created in HubSpot.

Create Coda Row

Creates a new row in Coda documenting the deal.

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

or pick a common variation below

Add New HubSpot Leads to Coda Document

Coda + HubSpot

Archive HubSpot Deal Losses in Coda

Coda + HubSpot

Archive Unqualified HubSpot Leads in Coda

Coda + HubSpot

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track new HubSpot deals in Coda"

Track new HubSpot deals 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.