I’m looking to attach a Google Doc via the attachments Screenshot by Lightshot
It’s not a Word file, PDF, txt or anything like that - it’s a Google Doc
How do I go about associating a contact record with a Google Doc? I don’t want to use the notes features and just paste the Google Doc’s URL because it’s just going to get lost in the notes. I was hoping I could link to it via the attachments widget so I always know where to find it.
Hey @upgiant according to HubSpot’s Knowledge Base on October 15th, 2015 the HubSpot CRM - Google Drive integration was sunsetted.
However I know that the HubSpot CRM does support Zapier integrations. Zapier uses triggers and actions to automate work between HubSpot and other apps, including Google Docs!
Here a page explaining how you can integrate Google Docs and HubSpot. For full details on how to use Zapier and HubSpot check out this knowledege article: How to use Zapier and HubSpot.
Hi there,
We have released an App on the HubSpot Marketplace that does something like this. It can make a copy of a document and add the document link to a custom property on the deal card. You can check it out here:
It also can take information from Deals and associated objects and place them into a Google Doc or Slides file (including loads of other HubSpot data) and has eSignatures built in.
Please let me know if you have any questions.
Cheers,
James