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!
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!
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!
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!