BoldSign + HubSpot

Create new HubSpot engagements when documents are completed in BoldSign

Boost your efficiency with this easy workflow. When a document is finalized in BoldSign, an engagement is instantly created in your HubSpot account. This automation streamlines your work process by keeping your HubSpot engagements up-to-date with your recent BoldSign activities. Say goodbye to manual data entry and hello to seamless connectivity.

Boost your efficiency with this easy workflow. When a document is finalized in BoldSign, an engagement is instantly created in your HubSpot account. This automation streamlines your work process by keeping your HubSpot engagements up-to-date with your recent BoldSign activities. Say goodbye to manual data entry and hello to seamless connectivity.

  1. When this happens...
    BoldSignBoldSign
    Document Completed

    Triggers when the document has been completed by all the signers.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Admin Mode

    Trigger
    Instant
    Try It
    • Admin Mode

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Admin Mode

    Trigger
    Instant
    Try It
    • Choose TemplateRequired

    • Sandbox ModeRequired

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
boldsign logo
boldsign logo

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Learn moreHelp

Related categories

  • Signatures
hubspot logo
hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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