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fynk + HubSpot

fynk + HubSpot

Move fynk documents to review when new HubSpot deals change stages

Contracts can go out before legal has approved them when the review step depends on someone remembering it. Once this integration is in place, when a new HubSpot deal reaches the stage you choose, the matching fynk document moves to review. Every contract gets checked automatically at the right point in the deal, without extra reminders.

Note: Store the fynk document ID in a deal property.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal enters a specified stage.
  2. automatically do this!
    Move Document to Review Stage
    Move Document to Review Stage
    Move Document to Review StageMove the status of a document to review stage.
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More things you can do with HubSpot and fynk

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    • Note
    • Additional properties to retrieve
    Trigger
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    • Object Type
      Required
    • Properties to Retrieve
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    • Note
    • Additional properties to retrieve
    Trigger
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    • Note
    • Additional properties to retrieve
    Trigger
    Polling
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    • Note
    • Additional properties to retrieve
    Trigger
    Polling
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    • Note
    • Additional properties to retrieve
    Trigger
    Polling
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    • Note
    • Additional properties to retrieve
    Trigger
    Polling
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    • Property Name
      Required
    Trigger
    Instant
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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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