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by arthurmyx
53 days ago
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For the moment, my actual set-up is:
Hubspot trigger > Create Google drive folder with template docs > Replace values with Hubspot field > Redline & back and forth if necessary > Hubspot trigger > Create and add docs to a Docusign envelope > Send. Workflow is in n8n for now.
Thinking to move it to an agent. Curious to learn about best practices if you built something similar. I think this step is key, don't want to lose a hot prospect here. |
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