How you can take your marketing workflow automation to the next level i'll create a scenario that grabs new contacts from hubspot crm inserts their information into a google docs template.
Uploads the compiled document to dropbox and sends it via gmail to begin i'll first search for the hubspot app this is a list of all triggers and actions that you can.
Perform in make select the watch records module configure all required fields so it'll load all newly created contacts to make next i'll search for the google docs app.
And select an action that i want to perform which is to create a document from a template all i need to do now is select a document and map the data like the.
Customer's first name and last name from hubspot to the document title the next app is google drive it'll download the file let's add a router to split the scenario.
Dropbox select the folder and that's it the scenario is fully configured you can build your workflow another way around let's upload the new facebook.
Leads to hubspot crm i'll first search for the facebook app and select the trigger that will start the scenario in this case it's when a new lead submits a form.
I'll now connect the hubspot module create a contact and start mapping answers from the facebook form email full name and phone number i will press the run once button and.
Then i'll head over to the form i'll fill it out and submit it i can head back to my scenario and see how it processes the submission as you can see the scenario was.
Successfully executed and a new contact was created in hubspot what's even cooler is that you can utilize our extensive gallery of templates to start automating your workflows within minutes.
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Simply navigate to the templates page - Make Automate
Click on the filter option and search for hubspot click on the app and you will now see a list of templates that feature integrations between hubspot and.Other useful apps the interactive scenario builder will guide you through the process of creating the scenario step by step you're only limited by your imagination.
So what are you waiting for sign up for a free make account today and take your marketing workflow automation to the next level thank you for watching and happy.