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Cling + HubSpot

Update HubSpot deals when new documents are viewed in Cling

After someone views your quote, you'll want to know about it. This automation updates HubSpot deals to the right stage when clients have viewed documents sent with Cling.

After someone views your quote, you'll want to know about it. This automation updates HubSpot deals to the right stage when clients have viewed documents sent with Cling.

  1. When this happens...
    ClingCling
    Document Viewed

    Triggers when a client views the document for the first time.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
cling logo
cling logo

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

  • Proposal & Invoice Management
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

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