Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

Make.com8 modulesv1.0

Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

How to import this Make.com workflow

1. 1

   Download the blueprint JSON file after purchase.

2. 2

   Open Make.com → go to Scenarios → click Import Blueprint.

3. 3

   Select the downloaded JSON file and confirm.

4. 4

   Connect your app credentials in each module.

5. 5

   Run once manually to test, then activate the schedule.