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.
1 comment
[ 2.7 ms ] story [ 9.8 ms ] threadWorkflow 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.