Integrations used
Time saving
2 min
Action
Create
description
This automation will create a new Google Drive folder with a company's name, when a new Company is created in HubSpot
Workflow Template
Create a new Google Drive folder, when HubSpot company is created
This automation will create a new Google Drive folder with a company's name, when a new Company is created in HubSpot
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Install the Chrome extension for free.
When HubSpot Company is created
Trigger
Create Google Drive folder
Action
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How does this automation work?
Efficiently managing sales documents is crucial for a growing business. With this Bardeen automation, you can automatically create a dedicated folder in Google Drive for each new company created in HubSpot. This ensures that all relevant documents and materials are organized and easily accessible, aligning your document management with your sales process.
Here's how this workflow simplifies document management by integrating HubSpot with Google Drive:
- Step 1: Trigger on new HubSpot company - As soon as a new company is created in HubSpot, Bardeen prepares to organize your documents by setting up a corresponding Google Drive folder.
- Step 2: Create Google Drive folder - Bardeen then creates a new folder in Google Drive, named after the newly created HubSpot company, ensuring that all files and documents for that company are well-organized and consolidated in one place.
How to run the workflow
Maintaining a well-organized document management system is critical for sales teams to function efficiently. However, organizing a large volume of documents can be a time-consuming task, taking valuable time away from selling.
That’s where this playbook comes in! By automating the process of creating a new folder in Google Drive with the name of a newly created HubSpot company, Bardeen can help sales teams quickly find the documents they need and stay organized.
This automation is especially useful for sales teams that frequently generate a high volume of documents related to new prospects or clients. By automating the folder creation process, sales teams can focus their efforts on nurturing relationships with potential customers, rather than worrying about keeping their documents organized.
Let’s set it up!
Step 1: Set up the automation
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: Try it!
Make sure the automation is activated (toggled on).
Now, whenever a new HubSpot company is created, the automation will automatically create a Google Drive folder with the company’s name.
💪 Pro Tip: Pair this automation with our other playbooks like Create a Google Drive folder, when a HubSpot contact is created or Create a new Google Drive folder, when a HubSpot deal is created to save precious time!
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.
Available actions & triggers
When Google Drive file is created
Trigger
When HubSpot Product is created
Trigger
Find Google Drive file or folder
Action
Create HubSpot Deal
Action
Create Google Drive folder
Action
Delete HubSpot Contact
Action
Create HubSpot Contact
Action
Create HubSpot Product
Action
When HubSpot Deal is created
Trigger
When a new Company is created
Trigger
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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”.
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