--- title: DocMergy and Google Drive description: DocMergy integrates with Google Drive, Google Docs and Slides, activating from any HubSpot Workflow. It accesses all properties of the initiating object record and associated records without any other configuration. --- # DocMergy and Google Drive - [Data Migration](https://www.integrationglue.com/micro-apps/tag/data-migration) - [Productivity](https://www.integrationglue.com/micro-apps/tag/productivity) Streamline your document workflow with DocMergy for Google, a powerful HubSpot Marketplace app that integrates Google Drive, Google Docs, and Google Slides directly into your HubSpot workflows. No manual file handling—just seamless automation that keeps everything organized. DocMergy integrates with Google Drive, Google Docs and Slides, activating from any HubSpot Workflow. It accesses all properties of the initiating object record and associated records without any other configuration. Using the [Jinja Template syntax](https://jinja.palletsprojects.com/en/3.1.x/templates/) which is identical to [HubSpot CMS's HubL](https://developers.hubspot.com/docs/cms/hubl?__hstc=120288727.93257e3d9a0ca663397ae4d59b5f5f97.1733091755626.1742183295346.1742240436289.161&__hssc=120288727.12.1742240436289&__hsfp=444058718) - you will find that many statements, functions and filters are compatible between DocMergy and HubL. This integration enables seamless file management between DocMergy, Google Drive, and HubSpot within your workflows. You can create and organise files, move documents, and upload HubSpot files to Google Drive automatically. ### Key Features  ##### Create a Google Drive File Automatically generate a new file in **Google Drive** from your HubSpot workflow. This can be useful for storing generated reports, contracts, or any documents processed through **DocMergy** ##### Create a Google Drive Folder/s Automatically create new folders in Google Drive to organize files. You can structure your Drive dynamically based on HubSpot properties, such as deal stages, client names, or project categories ##### Upload a HubSpot File to Google Drive  Seamlessly transfer files stored in **HubSpot CRM** to **Google Drive**. This ensures that important documents, such as attachments and marketing materials, are stored and accessed easily from your Google Drive account.  ##### Delete Google Drive Folder or File   The "Delete Google Drive Folder or File" action in DocMergy enables users to remove files or folders from their Google Drive account from HubSpot  ##### Move Google Drive Folder or File  Move files within Google Drive to keep everything organized. This action helps manage documents by automatically placing them in the correct folder when specific criteria in HubSpot are met ##### Upload HubSpot File to Google Drive (Legacy)  This action allows you to seamlessly upload your HubSpot files to Google Drive, but with a legacy process designed for previous system setups ##### Create Google Drive Folder/s (Legacy)  This action allows you to automatically create folders in Google Drive, using a legacy process designed for earlier setups.  ##### Create Google Drive File (Legacy)  This action allows you to automatically create files in Google Drive directly from your HubSpot data, using a legacy setup designed for earlier integrations   The following example screenshot showcases a DocMergy template in Google Docs. Here, properties of a contact record initiating a HubSpot Workflow will replace placeholders within double curly braces, corresponding to the triggered record's properties. Where the "object." represents the triggered record. ![Screenshot 2025-03-18 094937](https://www.integrationglue.com/hs-fs/hubfs/Screenshot%202025-03-18%20094937.png?width=900&height=317&name=Screenshot%202025-03-18%20094937.png)   ### Google Doc Supported Features DocMergy has full support for merge tags in those Google Doc areas: - Paragraphs - Tables **DocMergy does not currently support merge tags for: ** - Text Boxes - Dynamic Images - Dynamic Images in Tables - Dynamic Hyperlinks - Repeating/associated record data - Headers & footers - Text in Drawings created via Google Doc     ##### How to connect it  connect drive then create folder or add file and then add the property of file or folder back to a property on the record  ### Support / Knowledge Base - [How to install DocMergy (Google)](https://support.integrationglue.com/how-to-install-docmergy-google) - Install [here](https://my.integrationglue.com/app/docmergy-google/install) - DocMergy (Google) [knowledge base](https://support.integrationglue.com/docmergy#docmergy-google)   ### Usage & pricing When you register for Integration Glue, you will get access to a whole bunch of HubSpot data and productivity apps, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date. Integration Glue pricing is based on utilization, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month. - There are 8** actions** in this app - Create a Google Drive File - Create a Google Drive Folder/s - Upload a HubSpot File to Google Drive  - Delete Google Drive Folder or File   - Move Google Drive Folder or File - Upload HubSpot File to Google Drive (Legacy) - Create Google Drive Folder/s (Legacy) - Create Google Drive File (Legacy)  ###### Free Includes 100 credits; Actions use 100 credits each time they run = 1 action per month (dependent on the actions used). Get started on our free plan - No credit card required, can cancel at anytime  ###### Starter Includes 10,000 credits; Actions use 100 credits each document generated = 100 runs of Custom Actions per month (dependent on the actions used). ###### Professional Includes 100,000 credits; Actions use 100 credits each document generated = 1,000 runs of Custom Actions per month (dependent on the actions used). ###### Enterprise Includes 1,000,000 credits; Actions use 100 credits each document generated = 10,000 runs of Custom Actions per month (dependent on the actions used). Integration Glue does not retain any data or files when using this app; it simply reads and outputs data to your own HubSpot portal. Have other or more specific requirements? Integration Glue offers [custom integration services on all our apps and from-scratch build services.](https://www.integrationglue.com/custom-integrations)  Can't find what you're looking for? [Let us know](https://support.integrationglue.com/ideas) we are releasing new apps and enhancements monthly.   [![Install now](https://no-cache.hubspot.com/cta/default/22558641/interactive-188177020075.png) ](https://www.integrationglue.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLIWycLl3i7B%2FHFnps6iaofso38l6vHgljTT1PKShDzhofLPyLNrwQsgKIOGvnaRjf%2BBoXgHSVVbF2GO5tXsSyQUPSCWuNOeGzR5WPN2lbdWH4PHFwozNkAZMoaqqn0KolMCG6K8lPXxS9pffGglqkOVXD9JCOx71gxCUmmuzRK2Uq8vRevKDzyE1kUpJSNBLKXwPuC9W6z2pgFIlI%3D&webInteractiveContentId=188177020075&portalId=22558641) [![View pricing](https://no-cache.hubspot.com/cta/default/22558641/interactive-188177020068.png) ](https://www.integrationglue.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLoZKX6JylUzvkpLCp%2B82AyaCzPSbgpramvF6m%2B%2FmSmChJm9%2B%2FDS2clM4x0CmPXEGFmBGj4n4ABFlsR3WnokqSG1WkgIlq9DGKSTMV3casNNSLUpT7LDrPgwjA%2BhqNAy%2Bye0r%2Bbw%2BQ0ijOoeFYQRV0qM1FK%2B8G0BTlAHxwOkIwAe%2FfBcvja0VbYvw%3D%3D&webInteractiveContentId=188177020068&portalId=22558641) [![Support guides](https://no-cache.hubspot.com/cta/default/22558641/interactive-188177020078.png) ](https://www.integrationglue.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLbpIYaYj4EBw11fnK8tmDPtbOEVwoaD%2B9yizKgBZthTiOzNE37ai8wSWbnamF17DXxtlFb5tqTokgaSn4KJmlG75AO3%2Fcnqu3MNxroo5Q8Kw1EsnnPwpXXJxSUdN72tVPiw%2BnDsVA4cIHyL6t6l0od%2FtqIF5GzAxpuMw0XfyhlHWOQRJn%2FHdkOIxRiDU0M2qtEsx9a7179Ypl6OD5XuQ%3D%3D&webInteractiveContentId=188177020078&portalId=22558641) Related Posts ## You may also be interested in... ###### [Workflow Clone, Merge & Delete Actions](https://www.integrationglue.com/micro-apps/workflow-clone-merge-delete) Clone, merge, and delete records in HubSpot with Integration Glue's Workflow Actions. Copy entire deals with line items, create templates, and manage associated objects. All within your HubSpot... - [Data Migration](https://www.integrationglue.com/micro-apps/tag/data-migration) - [Productivity](https://www.integrationglue.com/micro-apps/tag/productivity) ###### [Workflow AI (Chat GPT) Actions](https://www.integrationglue.com/micro-apps/workflow-ai-chat-gpt-actions) Supercharge your HubSpot CRM with ChatGPT automation using our HubSpot Marketplace app. This integration enables you to analyze, enrich, and use CRM data dynamically, helping you automate research,... - [Data Migration](https://www.integrationglue.com/micro-apps/tag/data-migration) - [Productivity](https://www.integrationglue.com/micro-apps/tag/productivity) ###### [Workflow Association Actions](https://www.integrationglue.com/micro-apps/workflow-associations-actions) Association Manager by Integration Glue is a HubSpot Marketplace app designed to automate object associations and labels within your HubSpot CRM. Say goodbye to manual linking—this app allows you to... - [Data Migration](https://www.integrationglue.com/micro-apps/tag/data-migration) - [Productivity](https://www.integrationglue.com/micro-apps/tag/productivity) ![grey wave flourish](https://www.integrationglue.com/hubfs/Website%20Theme%20Assets/Images/grey-blue-form-blob-v2.svg "grey wave flourish") ## Making it Stick with Integration Glue Subscribe now for practical, no-fluff tips and strategies for boosting productivity, cleaning up your data, simplifying integrations, and taming your tech environment ![](https://px.ads.linkedin.com/collect/?pid=6006764&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Integration Glue", "url" : "https://www.integrationglue.com/micro-apps/author/integration-glue" }, "dateModified" : "2025-08-21T06:05:33.949Z", "datePublished" : "2025-03-31T20:17:01.000Z", "headline" : "DocMergy and Google Drive", "mainEntityOfPage" : { "@id" : "https://www.integrationglue.com/micro-apps/docmergygoogle", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.integrationglue.com/hubfs/Logos/integration-glue-logo-horizontal-dark-final-size.png" }, "name" : "Integration Glue" } } ``` ```json { "@context" : "https://schema.org", "@type" : "Organization", "logo" : "https://www.integrationglue.com/hubfs/Logos/integration-glue-logo-horizontal-dark-final-size.png", "url" : "https://www.integrationglue.com/" } ``` ```json { "@context" : "https://schema.org", "@type" : "BreadcrumbList", "itemListElement" : [ { "@type" : "ListItem", "item" : "https://www.integrationglue.com", "name" : "Home", "position" : 1 }, { "@type" : "ListItem", "item" : "https://www.integrationglue.com/micro-apps", "name" : "Micro apps", "position" : 1 }, { "@type" : "ListItem", "item" : "https://www.integrationglue.com/micro-apps/docmergygoogle", "name" : "Docmergygoogle", "position" : 2 } ] } ```