@mike999302
Just checking in to see if you still need help with this?
like option 1, but I have no way to get the email address for the contact attached to the deal.
Can you elaborate more on this? Do you have the contact’s email stored and it is just not being returned in the trigger step?
I like option 1, but I have no way to get the email address for the contact attached to the deal. I am troubleshooting another hubspot step on another thread, and it appears I have not mastered the pulling of additional information from hubspot into my zaps, which would allow me to build out much longer automations
Hi @mike999302
Google Drive Zapier integrations are more robust and would allow you to create/find folders and upload files.
Are you collecting the files through the use of a form or simply by email?
One possible work flow could be
Zap 1:
Trigger: New Won Deal in Hubspot (New Deal in Stage)
Action: Send email requesting files
Zap 2:
Trigger: Watch for email reply with attachments (if using a form submission then new submission would be the trigger step)
Action: Find/Create Folder in Google Drive
Action: Upload attachments to folder
It is a simple concept but execution of these two zaps may be more difficult and involve additional search actions or formatting actions depending on the folder name and possibly the email client you use (Gmail, Outlook, other).
An alternative approach might be to request that the contact upload the docs directly to their Gdrive folder. In which case, you would just need 1 zap.
Trigger: New Won Deal in Hubspot (New Deal in Stage)
Action: Find/create folder in Gdrive
Possible Action: Add File Sharing Preference in Google Drive
Action: Send email requesting files with instructions to upload into their folder directly. Would include the share link from previous step.