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.
Categories
HubSpot and Google Docs can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when a form is submitted.
Then this action happens in Google Docs
Appends text to an existing document.
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
First, we need to connect HubSpot and Google Docs to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Google Docs to Zapier.
Give Zapier access to your Google Docs account, using Google Docs credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Append Text to Document (Appends text to an existing document.).
Part III
Finally, we need to test this automation and publish it.
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 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!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Create a new document from text. Also supports limited HTML.
Appends text to an existing document.
This action will create a new Google document at the path you specify.
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.
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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