DocSend + Snov.io

Create or update Snov.io prospects when new visits occur in DocSend

Keep your leads updated and manage them efficiently with this workflow between DocSend and Snov.io. Each time there's a new visit in DocSend, this setup will correspondingly create or update a prospect in Snov.io. It enables prompt action post-visits recorded through DocSend, making your business operations smooth. Harness the power of this workflow to maintain current information and facilitate instant follow-ups after visits.

When this happens...
New Visit
Triggers when you get a new visit.
TriggerInstant
automatically do this!
Create or Update Prospect
Add a new prospect to a prospect list or update an existing one.
ActionWrite

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Supported triggers and actions

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
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New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
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- Prospect listRequired
Trigger
Polling
Try It
- Drip сampaign
Trigger
Polling
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- Drip сampaignRequired
Trigger
Polling
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- Email
- Prospect list (Optional)
Action
Write
- Drip campaignRequired
- Recipient's emailRequired
- Change recipient's status to
Action
Write

- Domain addressRequired
- First nameRequired
- Last nameRequired
- Prospect list (Optional)
Action
Search
- EmailRequired
Action
Search
- EmailRequired
- Update if prospect already exists in Snov.io
- Full name
- First name
- Last name
- Phones
- Country
- Location
- Job position
- Company name
- Company website
- Prospect list (Optional)Required
Action
Search or write

New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
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- Document
- 100% Completion
Trigger
Instant
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- Drip сampaignRequired
Trigger
Polling
Try It
- Event actionRequired
Trigger
Instant
Try It
- Drip сampaignRequired
Trigger
Polling
Try It
- First nameRequired
- Last nameRequired
- Domain addressRequired
- Prospect list (Optional)
Action
Write
- Update if prospect already exists in Snov.io
- EmailRequired
- Full name
- First name
- Last name
- Phones
- Country
- Location
- Job position
- Company name
- Company website
- Prospect list (Optional)Required
Action
Write
- Emails
Action
Search
- Prospest's IDRequired
Action
Search

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.

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