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
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.
This is some text inside of a div block.
This is some text inside of a div block.
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.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
.svg)
Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
.svg)
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.
.svg)
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.
![How to Scrape LinkedIn Data [+10 Tools to Use]](https://cdn.prod.website-files.com/662fbf69a72889ec66f07686/66d8e0f9065e7bfeb1e506a5_Linkedin_Scraping.webp)
The #1 AI Automation Extension for Chrome
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.