Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
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!
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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