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
Add new DocSend visitors to HubSpot CRM as contacts
DocSend integration logo

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 integration logo

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.

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