DocSend Integrations

  • 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

    1. Someone visits one of your DocSend links
    2. 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

    1. Someone visits one of your DocSend links
    2. 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

    1. Someone visits one of your DocSend links
    2. 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

    1. Someone visits one of your DocSend links
    2. 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

    1. Someone visits one of your DocSend links
    2. Zapier logs a new event on the matching person in your SalesforceIQ account

    What You Need

    • DocSend account
    • SalesforceIQ account
  • Send emails via Gmail for new DocSend visits

    There may be times when you need a quick reminder via email that there's a new document that needs your attention. Keep others on your team up-to-date by sending them an email notification for new DocSend visits.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier sends you and anyone else you specify an email

    What You Need

    • DocSend account
    • Gmail account
  • Add new DocSend visitors to HubSpot as contacts

    Ever wish you knew which leads to reach out to, when you should reach out to them, and what you should talk about, all by telling you how they engage with your sales and marketing collateral? DocSend can help, and it's as easy as connecting HubSpot via Zapier to use DocSend links for lead generation, capturing visitors' email addresses and entering them into HubSpot as new contacts.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier creates a new contact using the visitor's email address in your HubSpot account

    What You Need

    • DocSend account
    • HubSpot account
  • Get email notifications for new DocSend visits

    One of the hardest things to do is to know when outside events are happening around you, such as document approval. Keep others on your team up-to-date by sending them an email notification for new DocSend visits.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier sends you and anyone else you specify an email

    What You Need

    • DocSend account
  • POST new DocSend user visits to a Webhook

    Want to make sure your webhook pipeline always has the latest details on your DocSend document visits? This Zap can sort things out for you, automatically making a POST to your chosen webhook URL for every new user visit to one of your documents on DocSend.

    How It Works

    1. A new user visits a document on DocSend
    2. Zapier automatically makes a webhook POST

    What You Need

    • DocSend account
  • Get HipChat notifications for new DocSend visits

    It can be very difficult to keep up with all of your incoming responsibilities from clients, have they even looked at the documents you need them to yet? Keep your team in sync and in touch with the most important prospects by getting HipChat notifications when you have new DocSend visits.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier sends a message to the HipChat room of your choice

    What You Need

    • DocSend account
    • HipChat account
  • Send Surveypal survey invitations for new DocSend visits

    Want to send a brief survey after someone reviews your proposal? Or, do you only want someone to receive your survey after they've fully reviewed some background material? Now you can, automatically, with this DocSend to Surveypal integration.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier sends that person a Surveypal survey invitation email

    What You Need

    • DocSend account
    • Surveypal account
  • Add new DocSend visitors to Infusionsoft as contacts

    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 Infusionsoft integration, you'll be able to use DocSend links for lead generation, capturing visitors' email addresses and entering them into Infusionsoft as new contacts.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier creates a new contact using the visitor's email address in your Infusionsoft account

    What You Need

    • DocSend account
    • Infusionsoft account
  • Create DocSend visit follow-up reminders in Todoist

    Do you have trouble remembering to follow up with certain action items? Make sure you follow up with the leads that matter most by getting Todoist follow-up reminders when you get new DocSend visits.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier creates a follow-up task in Todoist to make sure you follow up

    What You Need

    • DocSend account
    • Todoist account
  • Add new DocSend visitors to Alore CRM as prospects

    You have already created your sales collateral on Docsend and have shared it with potential clients. Now you would like to add the visitors to a CRM so that you can follow up with them and can build and nurture the relationship. With the help of Zapier, you can automatically add visitors' email addresses to Alore CRM as prospects.

    How this DocSend - Alore CRM integration works

    1. Someone visits one of your DocSend links
    2. Zapier creates a new prospect using the visitor's email address in your Alore CRM account

    Apps involved

    • DocSend
    • Alore CRM
  • Add new DocSend visitors to a SendPulse list

    Everyone who visits one of your DocSend links is your potential customer, so don't miss out on an opportunity and add them to your email marketing list. With this DocSend-SendPulse integration, you can do it automatically. Once set up, whenever someone visits one of your DocSend links, Zapier subscribes the visitor to your mailing list on SendPulse.

    How this DocSend-SendPulse integration works

    1. Someone visits one of your DocSend links.
    2. Zapier subscribes the visitor to your mailing list on SendPulse.

    Apps involved

    • DocSend
    • SendPulse

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DocSend Integration Details

Launched on Zapier March 27, 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:

New Link Created

This trigger fires when you create a new link in DocSend.

New Space Created

This trigger fires when you create a new Space in DocSend.

New Visit

Triggers when you get a new visit.

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DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.