When a HubSpot deal is closed won, creates a Drive folder for the customer and emails customer success.
Uses
Gmail
Google Drive
HubSpot
Set up a folder and tell customer success for each won deal
HubSpotWhen a deal reaches Closed won. Save it as deal.When a deal reaches Closed won. Save it as deal.
Customer success team's emailSet customer_success_email to blank.Create the customer's folderCreate folder deal.company_name. Save it as folder.Google DriveTell customer successSend an email to customer_success_email. Save it as note.
Subject: New customer: deal.company_namedeal.company_name just signed a deal.amount_display deal, owned by deal.owner_name.
Their shared folder is ready: folder.folder_linkGmail