Create HubSpot deals when new DocuSign envelopes are sent or completed
Effortlessly stay on top of your sales process by connecting DocuSign with HubSpot using this automation. When an envelope is sent or completed in DocuSign, a new deal is created in HubSpot, ensuring that your sales pipeline remains updated and accurate. Streamline your workflow and save valuable time by automatically connecting these two essential apps.
Effortlessly stay on top of your sales process by connecting DocuSign with HubSpot using this automation. When an envelope is sent or completed in DocuSign, a new deal is created in HubSpot, ensuring that your sales pipeline remains updated and accurate. Streamline your workflow and save valuable time by automatically connecting these two essential apps.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- 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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