HubSpot
Google Docs
zapier

An automated workflow using zapier

Connects HubSpot + Google Docs

Add text to a Google Doc from a new form submission

About this workflow template

This automation scenario allows you to connect HubSpot and Google Docs

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

HubSpot and Google Docs can also be integrated using automation tools other than zapier:

Diagram

Add text to a Google Doc from a new form submission
Workflow diagram: HubSpot + Google Docs integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

Then this action happens in Google Docs

Google Docs

Append Text to Document in Google Docs

Appends text to an existing document.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add text to a Google Doc from a new form submission.

Part I

Configure Applications

First, we need to connect HubSpot and Google Docs to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect Google Docs to Zapier.

    Connect Google Docs to Zapier.

    Give Zapier access to your Google Docs account, using Google Docs credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: New Form Submission (Triggers when a form is submitted.).

  • Then set up an Action for Google Docs

    Then set up an Action for Google Docs

    Choose this action: Append Text to Document (Appends text to an existing document.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HubSpot and Google Docs.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add text to a Google Doc from a new form submission!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Google Docs

    Create document from text

    Create a new document from text. Also supports limited HTML.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Google Docs

    Append text to document

    Appends text to an existing document.

    zapierintegrately
    actionbyzapierintegrately
  • Google Docs

    Create a document

    This action will create a new Google document at the path you specify.

    iftttintegromat
    actionbyiftttintegromat
  • Google Docs

    Append to a document

    This action will append to a Google document as determined by the file name and folder path you specify. Once a file’s size reaches 2MB a new file will be created.

    ifttt
    actionbyifttt
  • Google Docs

    Create document from template

    Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Google Docs

    Upload document

    Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.