Sales Hub Tools

SDay
Participant

Create a word document based on deal stage

SOLVE

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.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create a word document based on deal stage

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create a word document based on deal stage

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.