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Set up your first integration
Quickly connect DocSend to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate DocSend with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Link Created" from DocSend.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects DocSend and HubSpot, automating your workflow.
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Frequently Asked Questions about DocSend + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with DocSend and HubSpot
How do I start integrating DocSend with HubSpot?
To start integrating DocSend with HubSpot, navigate to your Zapier account and select 'Create Zap'. You will need to choose DocSend as the trigger and HubSpot as the action. By doing this, you can allow data from DocSend to flow into HubSpot based on the events you define.
What triggers are available for DocSend in Zapier?
In Zapier, you can use triggers such as 'New Document Viewed', 'New Visitor', or 'Document Created' in DocSend. Once any of these events occur, they can initiate actions in your connected applications like HubSpot.
What actions can I automate in HubSpot using this integration?
Using our integration, you can automate actions such as creating or updating contacts, tasks, or deals in HubSpot whenever a specified event occurs in DocSend.
Do I need any special permissions in DocSend to set up the integration with HubSpot?
Yes, you need administrative privileges in both DocSend and HubSpot to set up the integration so that Zapier can access and pass data between them.
Can I filter which document views trigger actions in HubSpot?
Absolutely! When setting up your zap, you can specify conditions using filters that only allow certain document views to trigger subsequent actions in HubSpot. For instance, triggering an action only when a specific document is viewed by someone for over two minutes.
Is there a way to track engagement from Ricochet within my CRM via this integration?
Yes. Using our integration capabilities, when a Ricochet (document sharing within email) is viewed through DocSend, it can automatically update or create entries within your CRM hosted on HubSpot based on predefined conditions.
Can historical data be transferred from DocSend to HubSpot using this setup?
Typically, our integrations are designed for real-time data transfer moving forward. If there is a need for historical data migration from DocSend to HubSpot before the zap activation date, consider exporting/importing through available APIs or manually if possible.
Practical ways you can use DocSend and HubSpot
Track document engagement in CRM
When a prospect views a document in DocSend, Zapier creates or updates their record in HubSpot with details of the interaction. This gives business owners complete insights into engagement while improving follow-up accuracy.
Business OwnerMonitor completed document views
Zapier triggers an update in HubSpot whenever someone reads an entire marketing document in DocSend. This helps the marketing team identify which leads are highly engaged, enabling tailored nurturing campaigns.
Marketing & Marketing OpsGauge prospect interest via document interaction
When a prospect completes reading a sales document on DocSend, Zapier adds that information to HubSpot. This automates the process of tracking document engagement, helping sales ops teams focus on warm leads.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Link Created
This trigger fires when you create a new link in DocSend.
Try ItTriggerInstant - New Space Download
Triggers when you get a new download event in Spaces.
Try ItTriggerInstant - Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
- New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItTriggerInstant - DocumentRequired
- 100% Completion
Try ItTriggerInstant- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
