Sync weekly sales reviews from Drive to Hubspot deals automatically
Every Monday, before your team meeting, Notis syncs your weekly sales review from Drive to Hubspot, ensuring the pipeline reflects the latest status.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
You write a detailed weekly sales review in a Drive doc, but Hubspot pipeline doesn't get updated until mid-week when you remember to sync it manually.
- Hubspot pipeline is always current by Monday without manual effort
- Reduce time spent copying deal updates between platforms
- Never enter a meeting with stale pipeline data
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Hubspot to Notis.
- 2Create an automation: 'Every Monday at 8 AM, sync all deal updates from my weekly sales review in Drive to Hubspot.'
- 3Select the trigger: 'Recurring Schedule' set for Monday mornings.
- 4Choose your notification channel.
- 5Write your first weekly sales review in Drive following a clear format (deal name, stage, notes), then verify Notis syncs it to Hubspot on the scheduled day.
Questions about this workflow
What time should I schedule this for?
We suggest 8 AM or the start of your workday, so your pipeline is fresh before team meetings.
Can I change the schedule if my team meeting moves?
Yes, just ask Notis to reschedule. You can also set it to run on days or times that work best for your team.
What if I don't update the Drive doc every week?
Notis only syncs when there are actual updates. If nothing changed, nothing is created or modified in Hubspot.
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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