Create a new Google Drive folder, when a HubSpot deal is created

Effective document management is essential for sales teams to stay organized and focused on selling. However, managing a large volume of documents can be a challenging and time-consuming task, especially when done manually.

This is where this playbook is a lifesaver! By automating the process of creating a new Google Drive folder with the name of a newly created HubSpot company, Bardeen can help sales teams keep their documents well-organized and easily accessible.

This automation is particularly useful for sales teams that frequently generate a large number of documents for various clients. By automating the folder creation process, sales teams can minimize the time spent organizing documents and devote more time to sales activities.

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 deal is created, the automation will automatically create a Google Drive folder with the deal’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 HubSpot company 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.