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DocSend + HubSpot + Filter by Zapier

Add new DocSend visitors to HubSpot 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 HubSpot.

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 HubSpot.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    HubSpotHubSpot
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • DocSend triggers, actions, and search

    New Link Created

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

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search

    New Space Download

    Triggers when you get a new download event in Spaces.

    Trigger
    Instant
    Try It
    • Only continue if...Required

    Action
    Filter
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
  • DocSend triggers, actions, and search

    New Space Created

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

    Trigger
    Instant
    Try It
    • Document

    • 100% Completion

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About DocSend

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.
Learn more

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  • Ads & Conversion
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories