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Create a new deal in HubSpot when a ClientPoint document is signed

Create a new deal in HubSpot when a ClientPoint document is signed

Create new deals in your sales pipeline when clients sign documents in ClientPoint, ensuring timely follow-up and accurate record-keeping in HubSpot for improved sales efficiency.

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Overview

Create new deals in your sales pipeline when clients sign documents in ClientPoint, ensuring timely follow-up and accurate record-keeping in HubSpot for improved sales efficiency.

Create a new deal in HubSpot when a ClientPoint document is signed