Create merged documents in Formstack Documents for new contacts in HubSpot lists
Save time and streamline your contact management process with this HubSpot to Formstack Documents workflow. Whenever a new contact is added to a list in HubSpot, a document will be automatically created and merged with the contact's details in Formstack Documents. This eliminates the need for manual document creation and ensures consistent and accurate documentation for every new contact.
Save time and streamline your contact management process with this HubSpot to Formstack Documents workflow. Whenever a new contact is added to a list in HubSpot, a document will be automatically created and merged with the contact's details in Formstack Documents. This eliminates the need for manual document creation and ensures consistent and accurate documentation for every new contact.
- When this happens...New Contact in List
Triggers when a contact is added to the specified list. (Marketing Hub Starter plans and above).
- automatically do this!Create Document Merge
Send data to your Merge URL.
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