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  • HubSpot logoHubSpot logo
  • Formatter by Zapier logoFormatter by Zapier logo
  • fynk logofynk logo
  • HubSpot logoHubSpot logo
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fynk + HubSpot + Formatter by Zapier

fynk + HubSpot + Formatter by Zapier

Create HubSpot renewal deals that close on the end date of newly-signed fynk contracts

Renewals are often missed because sales doesn't see them in the pipeline until it is too late. But with this Zap in place, each new signed contract in fynk automatically opens a renewal deal in HubSpot, named after the contract, with its end date as the close date. Every renewal is on the forecast from day one.

Note: Keep the end date in the contract's metadata, and in Formatter choose Format and convert it to YYYY-MM-DD before mapping it to Close Date.

  1. When this happens...
    New Signed Document
    New Signed Document
    New Signed DocumentTriggers when a document is signed.
  2. automatically do this...
    Find Document Metadata Values
    Find Document Metadata Values
    Find Document Metadata ValuesFinds all metadata values of a document.
  3. then do this...
    Date / Time
    Date / Time
    Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
  4. then do this!
    Create Deal
    Create Deal
    Create DealCreates a Deal in HubSpot.
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More things you can do with these apps

Discover other triggers and actions you can use with fynk, Formatter by Zapier, and more

  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Polling
    Try It
    • Document UUID
      Required
    • Party UUID
      Required
    • Email
      Required
    • First Name
    • Last Name
    • Mobile Phone
    • Title / Position
    Action
    Write
    • Document Name
    • Template
      Required
    • Move to Signing Stage
    Action
    Write
    • Document UUID
      Required
    Trigger
    Polling
    Try It
    • PDF File
      Required
    • File Name
    • Document Name
    • Initial Stage
    • Template
    • Team
    • Tags
    • Owner Emails
    • AI Analysis
    Action
    Write
    • Tag Name
      Required
    • Color
      Required
    Action
    Write
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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