Sales Hub Tools

SDay
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Create a word document based on deal stage

resolver

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
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Create a word document based on deal stage

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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james-portant
Participante

Create a word document based on deal stage

resolver

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

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Create a word document based on deal stage

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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