■Overview
This is a flow that creates a folder in Google Drive when a deal is updated in HubSpot.
■Recommended for
1. Sales Department
・Teams that manage deal information in HubSpot and need to organize and store related documents according to the progress of the deal
・Teams that want to automatically create folders in Google Drive for each deal to streamline document management
2. Marketing Team
・Teams that need to organize and store materials related to campaigns and promotions according to the deal status in HubSpot
・Teams that want to centrally manage materials related to each deal using Google Drive
3. Project Management Team
・Teams that need to organize and store project-related materials based on deal information in HubSpot
・Teams that want to automatically create folders in Google Drive for each deal to efficiently manage project materials
■Benefits of Using This Template
・Automatically creating folders in Google Drive every time a deal is updated in HubSpot eliminates the need for manual folder creation, thereby streamlining operations.
・Automation leads to cost savings on manual handling.
■Notes
・Please integrate both HubSpot and Google Drive with Yoom.
New File or Folder Created
When a new file or folder is created in a specific folder
Specific File Created or Updated
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
Create Folder
Copy File
Search Files and Folders in a Specific Folder
Delete File
Upload File
Download a file
Download a Google Sheet
Download a Google Slides presentation
Download a Google Docs document
List files and folders in a specific folder
Rename File
Get File or Folder Information
Convert Excel File to Google Sheets
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move file to Trash
List permissions for a file or folder
Update description for a file or folder
New File or Folder CreatedWhen a new file or folder is created in a specific folderSpecific File Created or Updated
Create FolderCopy FileSearch Files and Folders in a Specific FolderDelete FileUpload FileDownload a fileDownload a Google SheetDownload a Google Slides presentationDownload a Google Docs documentList files and folders in a specific folderRename FileGet File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove file to TrashList permissions for a file or folderUpdate description for a file or folderMove file to a different folderCreate a shortcut to a fileConfigure download and copy permissionsList folders in a specific folderConvert a text file to Google DocsDownload a Google Sheet (specify sheet)Change sharing to "Anyone with the link"Search files and folders in a specific folder (excluding Trash)Convert a presentation file to Google SlidesConvert a PDF file to Google DocsGrant file or folder permissions to a specific organizationUpdate a specific fileRemove permissions from a file or folderCreate a shared driveSearch shared drivesCopy File
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedForm SubmittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a custom object record is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a Service is createdWhen a Service is created or updatedWhen a Task is createdWhen a note is added to a deal
Create ContactRetrieve ContactGet Latest Contact IDsUpdate ContactSearch Contact (Keyword Search)Create CompanyRetrieve Company InformationRetrieve Latest Company IDUpdate CompanySearch Company (Keyword Search)Create DealGet Deal DetailsRetrieve Latest Deal IDUpdate DealSearch Deals (Keyword)Get Contact Custom PropertiesRetrieve Company Custom PropertiesGet Deal Custom PropertiesGet List of Contact IDsGet List of Company IDsSearch Deals (Filter Search)Update Contact Custom PropertyUpdate Company Custom PropertiesUpdate Deal Custom PropertiesCreate TicketSubmit Information to FormUpdate TicketAssociate RecordsAdd Note to ContactGet Public URL of FileGet Custom Object RecordsCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object RecordsRetrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Update Ticket Custom PropertyAdd Note to CompanyAdd Note to DealAdd Note to TicketAdd Meeting to CompanySearch multiple contacts (filter criteria)Get Ticket DetailsAdd Product Item to DealSearch Products (Filter Search)Get Owner (Representative) InformationGet List of Owners (Assignees)Search Multiple Companies (Filter Conditions)Add a Note to a Custom Object RecordRetrieve Company IDs Associated with a Specific ContactRetrieve the Custom Object Record ID Associated with a Specific DealCreate userRetrieve Service Custom PropertiesCreate Meeting LogGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate Call LogList tax ratesSearch deals (filter)Search fees (filter)Search discounts (filter)Search quote templates (filter)Add signer to quoteCreate QuoteGet line items for a dealGet line item detailsList tasksGet taskCheck object associationsGet user detailsSearch users (keyword)Search users (filter)Get subscription definitions
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