HubSpot + Leap

Create new deals in HubSpot when documents are sent in Leap

Streamline your operations effortlessly. As soon as a document is sent in Leap, this workflow simultaneously generates a corresponding deal in HubSpot. It effectively reduces manual entries, freeing up your time for closing deals and nurturing customer relationships, rather than dealing with administrative tasks.

Streamline your operations effortlessly. As soon as a document is sent in Leap, this workflow simultaneously generates a corresponding deal in HubSpot. It effectively reduces manual entries, freeing up your time for closing deals and nurturing customer relationships, rather than dealing with administrative tasks.

  1. When this happens...
    LeapLeap
    Document Sent

    Triggers when a new PDF file is sent.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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About Leap

Leap is a digital estimating, contracting, and communication tool designed specifically for the home services space.

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  • Sales & CRM