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Launch your first automated workflow
Start with a template that brings HubSpot and Yousign together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Yousign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create a Contact" in Yousign.
You’re connected!
Zapier seamlessly connects HubSpot and Yousign, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Yousign
Add signed support documents to HubSpot contacts.
Whenever a client signs a support-related document using Yousign, Zapier automatically updates their contact information in HubSpot. This helps your support team stay organized and ensures all critical documents are easy to access in one system, improving issue resolution time and compliance tracking.
Customer Support OpsTrack signed job offer letters in HubSpot.
When a candidate signs a job offer through Yousign, Zapier adds their information as a new contact in HubSpot. With this automation, HR teams can centralize candidate data, improve tracking, and reduce manual entry tasks, helping to accelerate onboarding processes and reduce errors.
HR & Recruiting OpsLog signed project agreements in HubSpot.
When a project agreement is completed and signed via Yousign, Zapier creates or updates the associated company deal in HubSpot. This ensures project managers can smoothly track agreements and progress in the CRM, streamlining project kick-off and enhancing team collaboration.
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