HubSpot
Google Drive
Workflow Template

Create a Google Drive folder, when a HubSpot contact is created

This automation will create a Google Drive folder with the name of a contact, when a new HubSpot contact is created
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
When HubSpot Contact is created
Trigger
Merge text
Action
Create Google Drive folder
Action

How does this automation work?

Automating the organization of your sales resources can be a game-changer for staying efficient and prepared. With Bardeen's playbook, whenever a new contact is created in HubSpot, a corresponding Google Drive folder is automatically generated. This automation allows sales teams to easily manage and access relevant documents and information for each contact, ensuring they have everything they need to nurture leads and close deals effectively.

Here’s how this workflow operates:

  • Step 1: Detect new HubSpot contact - When a new contact is created in HubSpot, a CRM designed to improve customer relationships, Bardeen captures the contact's name.
  • Step 2: Prepare folder name - Bardeen then merges the contact's name into a string that will be used as the new folder's name in Google Drive.
  • Step 3: Create Google Drive folder - A new folder with the contact's name is created in Google Drive, helping you to keep your documents well-organized and easily accessible.
Run this Google Drive automation with Bardeen in minutes.

How to run the workflow

Sales teams rely heavily on documents and it is crucial to keep them well organized. 

This playbook will help you do just that! Every time a new HubSpot contact is created, Bardeen will create a new folder in Google Drive with the name of the contact. This way, you can quickly find the documents you need and stay organized.

Let’s set it up!

Step 1: Integrate HubSpot

Click the “Try it” button at the top of this page to get this automation saved. If it’s your first time using Bardeen, you will be redirected to install the extension.

Bardeen will also prompt you to integrate Google Drive and HubSpot. Once the integration is complete, you’re all set!

Step 2: Automate creating a Google Drive folder, when a HubSpot contact is created

Make sure the automation is activated (toggled on).

Turn on the automation to create a Google Drive folder, when a HubSpot contact is created

Now, whenever a new HubSpot contact is created, the automation will automatically create a Google Drive folder with the contact’s name.

💪 Pro Tip: Pair this automation with our other playbooks like Create Asana task, when a file is modified in Google Drive or Copy all HubSpot tickets to Google Sheets to save yourself time and energy!

Find more Google Drive integrations, HubSpot integrations, and HubSpot and Google Drive integrations, or edit the playbook to suit your own workflow.

You can also find more about how to automate lead management process and automate your sales prospecting process.

Run this Google Drive automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a Google Drive folder, when a HubSpot contact is created
Create a Google Drive folder, when a HubSpot contact is created
Create a Google Drive folder, when a HubSpot contact is created
Types:
Both
Actions
Triggers
When HubSpot Company is created
When HubSpot Company is created
Trigger
Delete HubSpot Product
Delete HubSpot Product
Action
Delete HubSpot Contact
Delete HubSpot Contact
Action
Delete ticket record
Delete ticket record
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
Create HubSpot Deal
Create HubSpot Deal
Action
Download Google Drive file
Download Google Drive file
Action
Find Google Drive file or folder
Find Google Drive file or folder
Action
When HubSpot Product is created
When HubSpot Product is created
Trigger
When a new Deal is created
When a new Deal is created
Trigger
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use

FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.