DocSend Integrations
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Get Slack notifications for new DocSend visits
One of the most difficult things in our daily work lives is making sure we know when items outside of our control are attended to, such as a client viewing a document we're waiting on. Keep your team in sync and in touch with the most important prospects by getting Slack notifications when you have new DocSend visits.
How It Works
- Someone visits one of your DocSend links
- Zapier sends a message to the Slack channel of your choice
What You Need
- DocSend account
- Slack account
Add new DocSend visitors to a MailChimp list
DocSend helps you know which leads to reach out to, when you should reach out, and what you should talk about, all by telling you how they engage with your sales and marketing collateral. With this DocSend to MailChimp integration, you'll be able to use DocSend links for lead generation, capturing visitors' email addresses and entering them into MailChimp as new subscribers to a list of your choice.
How It Works
- Someone visits one of your DocSend links
- Zapier subscribes the visitor to one of your lists in your MailChimp account
What You Need
- DocSend account
- MailChimp account
Add new DocSend visitors to HubSpot CRM as contacts
Knowing who and when to reach out to, and what you should talk about with that lead, is a tall order. Don't you wish you knew how they engaged with your sales and marketing collateral? DocSend can lend a hand there, and with the help of Zapier can automatically get DocSend links for lead generation, capturing visitors' email addresses and entering them into a CRM like HubSpot.
How It Works
- Someone visits one of your DocSend links
- Zapier creates a new contact using the visitor's email address in your HubSpot CRM account
What You Need
- DocSend account
- HubSpot CRM account
Get SMS message alerts for new DocSend visits
Sometimes you have a deal on the line that's so important you'll drop everything to connect with your prospect when you know they're thinking of you. With this integration you'll be able to get a text message alert for those extra important DocSend visits.
How It Works
- Someone visits one of your DocSend links
- Zapier sends an SMS message your phone
What You Need
- DocSend account
Log events in SalesforceIQ for new DocSend visits
DocSend tells you which prospects are engaged and what exactly about your pitch they're most engaged with, so it's a natural to want to access this information from your CRM. With this DocSend to SalesforceIQ integration you'll be able to do just that.
How It Works
- Someone visits one of your DocSend links
- Zapier logs a new event on the matching person in your SalesforceIQ account
What You Need
- DocSend account
- SalesforceIQ account
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DocSend Integration Details
Launched on Zapier May 18, 2015
Zapier combines Triggers (like "New Link Created") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following DocSend Triggers, Searches, and Actions are supported by Zapier:
This trigger fires when you create a new link in DocSend.
This trigger fires when you create a new Space in DocSend.
Triggers when you get a new visit.
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