Docspo + HubSpot
Update HubSpot contacts when documents get accepted in Docspo
Streamline your workflow with this automation between Docspo and HubSpot. Whenever a document is accepted in Docspo, it triggers an update in your HubSpot contacts, ensuring your information stays accurate and up-to-date. This paves the way for better organization and efficient planning in your business processes, reducing the need for manual data entry. Manage your documents and contacts seamlessly with this integration.
Streamline your workflow with this automation between Docspo and HubSpot. Whenever a document is accepted in Docspo, it triggers an update in your HubSpot contacts, ensuring your information stays accurate and up-to-date. This paves the way for better organization and efficient planning in your business processes, reducing the need for manual data entry. Manage your documents and contacts seamlessly with this integration.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this!Update Contact
Update a Contact in HubSpot.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to denied.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
