Create a contract in Google Docs from Hubspot deal information

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■Overview

This flow creates contracts in Google Docs from Hubspot deal information.

By using a trigger with a Chrome extension, you can directly initiate the trigger from Hubspot.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

■Recommended for

1. Those who use Hubspot for business operations

・Sales representatives managing customer deal information

・Those accumulating sales activity data in Hubspot

2. Those creating contracts in Google Docs

・Those involved in creating contracts related to deals

・Those who want to create contracts accurately

■Benefits of using this template

Manually creating contracts for each deal is time-consuming and may hinder task focus.
Additionally, if you are creating contracts in Google Docs based on Hubspot deal information, it is cumbersome to verify and revise them each time after creation.

In this flow, by initiating from the Hubspot deal information page with a Chrome extension trigger, the creation of contracts in Google Docs is automated.
This eliminates the need to manually transfer Hubspot data, reducing the effort of verification and revision after creation, thus streamlining operations.

Accurate contract creation facilitates smooth transactions with customers.

■Notes

・Please integrate Yoom with both Hubspot and Google Docs.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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About the apps you use
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
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Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
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