When this happens...
DocSendNew Visit
Then do this...
HubSpot CRMCreate or Update Contact

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect DocSend + HubSpot CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Link Created

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

Create Deal

Creates a new deal.

New Space Created

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

Update Deal

Updates an existing deal.

New Visit

Triggers when you get a new visit.

Create Company

Creates a new company.

New Deal

Triggers when a new deal is created.

Create or Update Contact

Create a new contact or update an existing contact based on email address.

New Contact

Triggered every time a new contact is created in HubSpot.

Update Company

Updates an existing company.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.