DocSend + HubSpot + Filter by Zapier
Add new DocSend visitors to HubSpot as contacts
Ever wish you knew which leads to reach out to, when you should reach out to them, and what you should talk about, all by telling you how they engage with your sales and marketing collateral? DocSend can help, and it's as easy as connecting HubSpot via Zapier to use DocSend links for lead generation, capturing visitors' email addresses and entering them into HubSpot as new contacts.
Ever wish you knew which leads to reach out to, when you should reach out to them, and what you should talk about, all by telling you how they engage with your sales and marketing collateral? DocSend can help, and it's as easy as connecting HubSpot via Zapier to use DocSend links for lead generation, capturing visitors' email addresses and entering them into HubSpot as new contacts.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItOnly continue if...Required
New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItNote
Additional properties to retrieve
Try It
