1.Detect deal stage update
Integrate HubSpot to monitor stage updated deals and trigger contract invitation workflows for the associated contacts.
Create and send invitation contracts to program contacts
Automatically monitor deal stage updates across HubSpot for contacts tied to eSignature program invitations. Create and send program invitation contracts, format dates, and update outreach listsβso you can scale signatures and follow-up without manual contract chasing.
How this automation accelerates your invitation contracts
When a deal stage update happens, contracts can stall while people rebuild contact and date details. This automation gets deal and contact info, formats and sends invitation contracts, and updates outreach listsβso your team can follow up faster.
HubSpotor swap with your favorite app
2.Retrieves deal and contact
Integrate HubSpot and CRM lookup tools to retrieve deal details and pull associated contact info for invitation outreach.
3.Formats contract date
Integrate Formatter by Zapier and date formatting tools to convert the deal timestamp into a readable contract date.
Formatter by Zapieror swap with your favorite app
4.Pauses before contract send
Integrate Delay by Zapier and workflow timing tools to pause for the configured delay based on the send flag.
Delay by Zapieror swap with your favorite app
5.Creates contract from template
Integrate eSignatures and template mapping tools to create the invitation contract and send it for signature.
eSignaturesor swap with your favorite app
6.Updates contact and outreach list
Integrate HubSpot and contact tracking tools to save signing links and add contacts to the configured outreach list.
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Close contracts faster with automated signature routing, record updates, and execution alerts
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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