Create HubSpot CRM deals from new Docsify viewed documents
Sending email presentations, value proposition, and other documents and not knowing when the recipient has received and opened it can be frustrating. Activate this automation, however, and you won't have to worry about a thing! With this integration, whenever an attached document is viewed by the recipient in your Gmail, Zapier will automatically create a new deal for it on HubSpot CRM.
Sending email presentations, value proposition, and other documents and not knowing when the recipient has received and opened it can be frustrating. Activate this automation, however, and you won't have to worry about a thing! With this integration, whenever an attached document is viewed by the recipient in your Gmail, Zapier will automatically create a new deal for it on HubSpot CRM.
- When this happens...New Document Viewed
Trigger when the document was viewed.
- automatically do this!Create Deal Deprecated
Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.
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