When this happens...
DocSendNew Visit
Then do this...
HubSpotCreate or Update Contact

Ever wish you knew which leads to reach out to, when you should reach out to them, and what you should talk about, all by telling you how they engage with your sales and marketing collateral? DocSend can help, and it's as easy as connecting HubSpot via Zapier to use DocSend links for lead generation, capturing visitors' email addresses and entering them into HubSpot as new contacts.

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 account

What You Need

  • DocSend account
  • HubSpot 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 and requires absolutely zero coding experience—the only limit is your own imagination.

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

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

HubSpot
Add Contact to Workflow

Enroll a contact in a specific workflow.

DocSend
New Space Created

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

HubSpot
Create Calendar Task

Creates a new Calendar Task.

DocSend
New Visit

Triggers when you get a new visit.

HubSpot
Create Social Media Message

Post a message on one of your social media channels.

HubSpot
New COS Blog Article

Triggered every time a new article is added to your HubSpot COS blog.

HubSpot
Create or Update Contact

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

HubSpot
New Calendar Task

Triggers when a new Calendar Task is created. NOTE: This applies to HubSpot (Marketing), and not HubSpot CRM's tasks.

HubSpot
New Form Submission

Submits data into a selected HubSpot form.

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