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Set up a folder and tell customer success for each won deal
When a HubSpot deal is closed won, creates a Drive folder for the customer and emails customer success.
On deal stage reached in HubSpot3 apps3 steps
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1HubSpotDeal stage reached triggerStarts when a deal reaches Closed won.
- 2Google DriveCreate folderCreates the customer's folder.
- 3GmailSendTells customer success.
How it works
What happens on each run, in plain English.
A won deal needs a home. When a deal reaches Closed won this creates a folder in Google Drive named after the customer and tells customer success who signed, for how much, who owns the deal, and where the folder is.
hubspotgoogle drivegmail
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