topic Re: Create a word document based on deal stage in Sales Hub Tools

Create a word document based on deal stage

SDay — Wed, 18 Aug 2021 16:03:16 GMT

Has anyone discovered an integration or any sort of tool/workflow that allows you to create a word document filled with information from a deal? For example, when we change a deal status to kickoff call scheduled, we would love to have a word document (which is our kickoff call template) autogenerated.

Re: Create a word document based on deal stage

karstenkoehler — Wed, 18 Aug 2021 17:58:39 GMT

Hi @SDay,

This should be possible with HubSpot's Zapier integration. For each new deal (trigger) you could create a document from a template (action): https://zapier.com/apps/google-docs/integrations/hubspot

Hope this helps!

Re: Create a word document based on deal stage

james-portant — Wed, 13 Sep 2023 01:04:11 GMT

Hi @SDay ,

We have released an App on the HubSpot Marketplace that does something like this. It takes information from Deals and associated objects and places them into a Google Doc or Slides file. You can check it out here:
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181
It also works with loads of other HubSpot data and has eSignatures built in.
Please let me know if you have any questions.
Cheers,
James

Re: Create a word document based on deal stage

SKarakaya — Wed, 27 Aug 2025 14:30:56 GMT

@SDay It is already possible, with workflow func. Just go to deal pipeline automation tab if you are super admin. AND CVREATE A WORKFLOW, YOU CAN CREATE A TABLE INCLUDING ALL Deal properties and send MS team channels to notify related stakeholders.