Sync sales tracker updates from Drive to Hubspot deals
Your team updates the sales tracker in Google Drive. Notis immediately creates matching deals in Hubspot so everyone sees the same pipeline.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Deal data lives in a Drive spreadsheet because your team updates it live, but Hubspot is always out of sync. You manually copy rows over.
- Keep Hubspot deal pipeline current without manual data entry
- Let your team work in their preferred tool (Drive) while Hubspot stays updated
- Never miss a deal because it hasn't been logged in Hubspot yet
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Hubspot to Notis in your portal.
- 2Create an automation with this prompt: 'When my sales tracker spreadsheet in Drive is updated, create new deals in Hubspot from the rows I added.'
- 3Select the trigger: 'File Updated' for your specific sales tracker sheet.
- 4Pick your notification channel (where Notis confirms each sync).
- 5Update your sales tracker with a test deal and verify it appears in Hubspot within seconds.
Questions about this workflow
Does this only sync new rows or all rows every time?
Notis tracks which rows it has already synced to avoid duplicates. Only new or changed rows are processed.
What if a deal needs updating, not creating?
Notis can update existing deals if they match a key field like deal name or ID. Include that in your automation prompt.
How often does Notis check for updates?
Notis checks Google Drive for changes every few minutes. Updates typically sync within 5-10 minutes of a change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Hubspot. A trigger fires from one place; an action lands in another.
Google Drive triggers
Hubspot actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
File Created
Triggers when a new file is created in Google Drive.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
Do this · Action
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