Get Document Sharing Intelligence with DocSend and Zapier

Alison Groves
Alison Groves / June 3, 2015


When sending out documents to potential sales prospects or current clients, it can be nerve-wracking not knowing whether or not the recipient views, considers or takes action on the materials. That's where DocSend can help. The new app delivers you notifications and insight into when and how long a recipient viewed the document, giving you peace of mind that your sales pitch, marketing campaign or important doc was viewed. The tool also comes with password protection, link expiration and, as of today, an integration with Zapier.

Now when a document is viewed with DocSend, use Zapier to get notifications via Slack, HipChat, email or elsewhere. Start to build up your contact database, too, by using Zapier to automatically add notes when a contact views a doc. Or create new contacts in your CRM for new doc visitors.

Here are some of integration possibilities for this new document intelligence app. For more, see the DocSend Zapbook page.

How to Use This Integration

  1. Sign up for a DocSend account account, and also make sure you have a Zapier account.
  2. Connect your DocSend account to Zapier.
  3. Check out pre-made DocSend integrations.
  4. Or create your own from scratch in the Zap Editor.