DocSend + HubSpot
Create new HubSpot engagements from DocSend visitor engagement summaries
Stay on top of your customer relationships by seamlessly transferring engagement summaries from DocSend directly to HubSpot. This automation helps you maintain a record of every interaction in your CRM. When there's a new visitor engagement summary in DocSend, it will create an engagement in HubSpot, ensuring all critical details about your visitor's behavior are well-documented and easy to access. This workflow gives you the consistency and efficiency needed in managing your customer interactions.
Stay on top of your customer relationships by seamlessly transferring engagement summaries from DocSend directly to HubSpot. This automation helps you maintain a record of every interaction in your CRM. When there's a new visitor engagement summary in DocSend, it will create an engagement in HubSpot, ensuring all critical details about your visitor's behavior are well-documented and easy to access. This workflow gives you the consistency and efficiency needed in managing your customer interactions.
- When this happens...Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
- automatically do this!Create Engagement
Creates a new Engagement for a contact, in HubSpot.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItNew Space Visit
Triggers when you get a new visit to a Space.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try It
