BetaConnect Google Drive to HubSpot

Use HubSpot’s integration with Google Drive to add Google Drive files to CRM records in HubSpot and access AI-powered overviews. For example, Sales reps can link a sales proposal or call notes to a prospect's contact record in HubSpot.

After connecting the app, you can also automate file management with workflows. For example, automatically create shared drives or folders when new records are created, or upload files from record properties to Google Drive. This helps standardize document organization and reduce manual work across teams.

If you’re a Super Admin, opt your account into the New Google Drive app beta.

Before you get started

• Google Drive is an account-level app. Each user in your HubSpot account must connect their HubSpot user to their Google Workspace user in the Google Drive integration settings in HubSpot.
• HubSpot users can only attach Google Drive files to HubSpot records if their Google Workspace user has permission to access those files.
• You can attach a maximum of 25 files per record.
• You can attach all types of Google Drive files, but only relevant Google Docs, Google Slides, and PDFs will generate overviews. 

Connect the Google Drive app

In your HubSpot account, click the Marketplace icon in the top navigation bar, then select HubSpot Marketplace.

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.

2. In the search bar, enter Google Drive and press Enter.
3. Select Google Drive from the results.
4. On the Google Drive app page, click Install.
5. Follow the on-screen instructions to connect your Google account.

Add Google Drive files to HubSpot records

After connecting, you must add the Google Drive card to the right sidebar of your HubSpot records, as well as the Google Drive Document Overviews card to the Overview tab in the middle panel. This enables you to add new Google files to CRM records, view existing files, and access AI-powered overviews. Learn more about adding cards to your record layout. 

To add a new Google Drive file to a record in HubSpot:

1. Navigate to your records.

2. Click the name of a record to open it.

3. On the record page, navigate to the Google Drive card in the right sidebar.

4. On the card, click + Add.

5. Select the Google file you want to link to and click Confirm.

The Google file will be added to the Google Drive card on the right sidebar of the HubSpot record. 

View Breeze-powered overviews for Google Drive files

After adding Google Drive files to a record in HubSpot, you can view AI-powered overviews for them with Breeze. The overviews will take into account both the file’s content and the record's context in HubSpot.

To access overviews for Google Drive files: 

1. Navigate to your records.

2. Click the name of a record to open it.

3. On the Overview tab of the middle panel, navigate to the Google Drive Document Overviews card.

4. In the top right of the Google Drive Document Overviews card, click the regenerate icon to generate overviews for the attached files.

5. Click the right arrow to expand the Google file you want to view overviews for. 

If you later update the content of a Google Drive file that already had overviews generated, a yellow icon will appear next to the file name on the Google Drive Document Overviews card. This icon shows that overviews may be out of date and will prompt you to regenerate them. 

Repurpose Google Drive files with Content Remix

After connecting the Google Drive integration, repurpose Google Drive files with Content Remix to create new content, like blog drafts, campaign plans, or pitch decks. 

Learn more about repurposing existing content with Content Remix. 

Use Google Drive workflow actions

After connecting the Google Drive app, use the following workflow actions to automatically create and organize Google Drive assets for your HubSpot records: 

• Create folder: creates a folder in a selected shared drive. For example, create a deal-specific folder inside a company’s shared drive.

• Upload a file: uploads a file from a CRM record file-type property to Google Drive. 

• Link existing drive, folder, or file: links to an existing drive, folder or file in Google Drive.

To use Google Drive workflow actions:

1. In your HubSpot account, navigate to Automation > Workflows.

2. Click the name of your workflow.

3. In the workflow editor, click the + plus icon.

4. In the left panel, select a Google Drive action:

• • To create a folder, select the Create folder action:

    • Click the Google account dropdown menu and select the Google account you want to use.

    • In the Parent ID or URL field, enter the location of the Google Drive where you want to create the folder.

    • In the Folder name field, enter the name of the folder.

    • Click the Attach to dropdown menu and select the record type you want to attach the folder to in HubSpot.

    • Then click Save. 

  • To upload a file from HubSpot to Google Drive, select the Upload file action.

    • Click the Google account dropdown menu and select the Google account you want to use.

    • In the Parent ID or URL field, enter the location of the Google Drive or folder where you want to upload the file.

    • Click the CRM object dropdown menu and select the record type you want to attach the file to in HubSpot.

    • Then click Save.

  • To link to an existing drive, folder, or file, select the Link existing Drive, Folder, or File action. 

    • Click the Google account dropdown menu and select the Google account you want to use.

    • In the Resource ID or URL field, enter the ID or URL of the drive, folder, or file you want to link to the HubSpot record.

    • Click the Link to dropdown menu and select the record type you want to link the the drive, folder, or file to in HubSpot.

    • Then click Save.