Create a word document based on deal stage

[SDay]

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.

[james-portant]

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

[karstenkoehler · Accepted solution]

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!