DocSend + Freshsales Suite
Create new contacts in Freshsales Suite from new visits in DocSend
Discover an efficient way to manage your prospects with this automation workflow when you have a new visit in your DocSend app. This process immediately creates a contact in your Freshsales Suite, helping you to promptly respond to potential clients. No more manual entry, just a seamless transition of information handling that enhances your sales productivity.
Discover an efficient way to manage your prospects with this automation workflow when you have a new visit in your DocSend app. This process immediately creates a contact in your Freshsales Suite, helping you to promptly respond to potential clients. No more manual entry, just a seamless transition of information handling that enhances your sales productivity.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Contact
Creates a new contact.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItFilter NameRequired
Try It
New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItFilter NameRequired
Include Contact Details
Try It
