DocSend
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 1,500+ 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!
New Link Created

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

Create or Update Contact

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

New Space Created

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

Create Form Submission

Creates a new submission for a selected form.

New Visit

Triggers when you get a new visit.

Add Contact to List

Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

New Contact in List

Triggers when a contact is added to the specified list. (Marketing Hub Starter plans and above)

Create Social Media Message

Creates and immediately publishes a message on a specified social media channel.

New Form Submission

Triggers when a form is submitted.

Create Calendar Task

Creates a new calendar task. (Marketing Hub Professional plans and above)

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ 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.

Learn More

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

See HubSpot Integrations