DocSend + HubSpot

Create new HubSpot deals whenever there are new DocSend visits

When a new visit takes place in DocSend, this automation promptly creates a deal in HubSpot. Speed up the sales process and ensure no opportunity slips through the cracks with this seamless workflow, which effectively keeps track of potential clients in real-time. Always stay ahead by promptly responding to new interactions and fostering those essential leads into successful deals.

When a new visit takes place in DocSend, this automation promptly creates a deal in HubSpot. Speed up the sales process and ensure no opportunity slips through the cracks with this seamless workflow, which effectively keeps track of potential clients in real-time. Always stay ahead by promptly responding to new interactions and fostering those essential leads into successful deals.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    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
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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
docsend logo
docsend logo

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

Related categories

  • Ads & Conversion
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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