HubSpot + Google Docs workflows
MESA is the fastest way to automate HubSpot to Google Docs. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.
No templates yet? We'll help you build it
Our automation experts can help you create a custom HubSpot to Google Docs workflow tailored to your needs.
Get hands-on support from our team to design and set up the workflow you're after—no code required.
Get help building your workflow →1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.
Ready to integrate HubSpot with Google Docs? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these HubSpot and Google Docs steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more HubSpot docs in our knowledge base.
Why automate HubSpot to Google Docs?
HubSpot to Google Docs automations get more done in less time. Automate the everyday tasks holding back your potential growth.
360-Degree Customer View
Get a comprehensive view of each customer's interactions with your Shopify store. From the pages they've visited to the products they've purchased, all this information is at your fingertips. Use these insights to tailor marketing efforts that enhance the customer experience.
Automate Marketing
Say goodbye to manual marketing efforts. With HubSpot, you can set up automated email campaigns triggered by specific customer behaviors on your Shopify store. It's all about the right message at the right time, and HubSpot makes it effortless.
Streamlined Sales Process
Integrating HubSpot CRM with Shopify enables you to create a seamless sales pipeline. Manage leads, convert them into customers, and nurture those relationships for repeat sales, all within one platform. HubSpot CRM not only helps you sell but also helps you sell smarter.
Automated proposal generation from CRM deals
When a sales opportunity reaches "proposal stage" in your CRM, automatically create a new Google Doc from your proposal template, populate it with the prospect's company details, pricing, and custom requirements, then share it with the assigned sales rep. Reduce proposal creation time from hours to minutes.
Weekly performance report creation
Every Monday morning, automatically generate a new Google Doc that pulls in your key metrics from the previous week—sales figures, website traffic, support tickets resolved—then formats them into a professional report and shares it with leadership. Eliminate repetitive manual reporting tasks.
New hire onboarding packet assembly
When a new employee is added to your HR system, automatically create a personalized onboarding Google Doc that includes their role-specific checklist, team contacts, first-week schedule, and company policies, then share it with the new hire and their manager. Ensure consistent, complete onboarding for every team member.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.
Real humans, always
Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.
