eSign Genie + HubSpot + Looping by Zapier

Create or update HubSpot contacts for newly-completed eSign Genie documents

Forget about the hassle of managing contact updates in HubSpot. Maximize your efficiency and focus on your sales! This integration automatically creates or updates a HubSpot contact for each new completed eSign Genie document.

When this happens...
Document ExecutedTriggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
TriggerInstant
automatically do this...
Create Loop From Line ItemsCreates a new Loop from line item(s). This is an advanced action!
ActionWrite
then do this!
Create or Update ContactCreates a new contact or updates an existing contact based on email address.
ActionWrite

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Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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- Template
  Required
- Folder Name
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Permission
  Required
- Sequence
  Required
- Host Email Id
- Allow Name Change
- Sender Email
- SignIn Sequence
- Send Now
- In Person Enable
- Fix Recipient Parties
- Fix Documents
- Send Success Url
- Send Error Url
- Sign Success Url
- Sign Decline Url
- Sign Later Url
- Sign Error Url
Action
Write
- Help Warning
- Loop iteration counter start
- Loop iteration counter end
- Loop iteration counter increment amount
- Maximum number of Loop iterations
Action
Write

- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Event Type
Trigger
Polling
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- Type
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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- Help Warning
- Values to Loop
  Required
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- Help Warning
- Values to Loop
  Required
- Text Delimiter
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About eSign Genie

eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.

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About HubSpot

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

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