HubSpot + SignNow

Create SignNow documents and send role-based invites from new HubSpot deals

Streamline your document creation process with this straightforward workflow. When a new deal is captured in your HubSpot application, it initiates the creation of a document from a template and dispatches a role-based invite in SignNow. This automation saves you time, keeps your records updated, and ensures important individuals are notified promptly for smooth business dealings.

Streamline your document creation process with this straightforward workflow. When a new deal is captured in your HubSpot application, it initiates the creation of a document from a template and dispatches a role-based invite in SignNow. This automation saves you time, keeps your records updated, and ensures important individuals are notified promptly for smooth business dealings.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    Triggers when a new Deal is created.

    TriggerInstant
  2. automatically do this!
    SignNowSignNow
    Create Document From Template & Send Role-Based Invite

    Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
hubspot logo
hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
signnow logo
signnow logo

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories

  • Signatures