Integrations used
Time saving
2 min
Action
Create
description
This automation will create a Google Drive folder with the name of a contact, when a new HubSpot contact is created
Saves at least
2 min
Create
a Google Drive folder, when a HubSpot contact is created
playbook 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
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
When a new Contact is created
Trigger
Merge text
Action
Create Google Drive folder
Action
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.
How to run the playbook
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).
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.
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