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Anvil + HubSpot

Update closed won deals in HubSpot for new Anvil workflow completions

When a contract is signed and completed via an Anvil workflow, you can automatically update a deal stage to "closed won" and attach signed documents in HubSpot.

When a contract is signed and completed via an Anvil workflow, you can automatically update a deal stage to "closed won" and attach signed documents in HubSpot.

  1. When this happens...
    AnvilAnvil
    Workflow Completion

    Triggers when a Workflow is completed.

    TriggerInstant
  2. automatically do this...
    HubSpotHubSpot
    Get Deal

    Gets an existing deal by ID.

    ActionWrite
  3. then do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Choose OrganizationRequired

    • Choose WorkflowRequired

    Trigger
    Instant
    Try It
    • Choose OrganizationRequired

    • Choose PDFRequired

    • How would you like to provide the data for the API call?Required

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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anvil logo

About Anvil

Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.
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  • Signatures
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