1.Detect new deal triggers
Integrate HubSpot and CRM pipeline tools to detect qualified deal stage entry and start signature outreach.
Send signature request and notify deal owner promptly
Automatically monitors new deal triggers across HubSpot and eSignature tools. Get instant alerts when deal stage shifts, new deals appear, or deals qualifyβso you can create envelopes, update deal records, and email notifications without manual follow-up.
How this automation accelerates deal follow-up
When a qualified deal enters the configured stage, delays can slow signature turnaround and impact revenue timing. This automation creates a signature envelope, updates the deal record, and notifies the deal owner by email and SMSβso your team can respond immediately.
HubSpotor swap with your favorite app
2.Create envelope from template
Integrate DocuSign and eSignature template tools to generate a prefilled envelope and send it to recipients by email.
Docusignor swap with your favorite app
3.Continue only for qualifying sends
Integrate Filter by Zapier and DocuSign response data to continue only when an envelope ID exists and send status is positive.
Filter by Zapieror swap with your favorite app
4.Update deal record with delivery
Integrate HubSpot and CRM activity notes to write the envelope ID, status, and timestamp into the configured fields.
5.Notify deal owner by email
Integrate Gmail and email messaging tools to alert the deal owner with subject, blurb, and the envelope ID.
Gmailor swap with your favorite app
6.Send SMS to rep if phone exists
Integrate RingCentral and phone routing checks to send a brief SMS delivery notification when a phone number is present.
RingCentralor swap with your favorite app
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Add executed agreement PDF to the opportunity record
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Add signed contract date to opportunity record for handoff
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Add signed contract events to campaign analytics feed
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Add signed document note to deal record on completion
Your signed agreements are detached from deal records, so reps lack completion context. This links signed envelopes to deals so account managers see completion and can act within minutes.
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Attach completed eSign PDFs to CRM and archive
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Attach signed bid and mark application complete instantly
Your signed bids arrive without deal context, delaying funding decisions and follow-up. Attach the signed file to the deal card and complete the checklist so owners can act same day.
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Attach signed contract PDF to client record today
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Attach signed contract PDF to deal and organization record
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Attach signed defect files to deal records for sales handoff
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Attach signed engagement letter and update deal record
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Attach signed enrollment PDF and update deal status
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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