DecisionVault + HubSpot

Create new DecisionVault matters for new HubSpot form submissions

Streamline your tasks with a direct link between HubSpot and DecisionVault. With each new form entry in HubSpot, this workflow promptly starts a PreCreate Matter in DecisionVault, skipping the need for manual data entry. Use this automation to manage your data centrally and enhance productivity.

Streamline your tasks with a direct link between HubSpot and DecisionVault. With each new form entry in HubSpot, this workflow promptly starts a PreCreate Matter in DecisionVault, skipping the need for manual data entry. Use this automation to manage your data centrally and enhance productivity.

  1. When this happens...
    HubSpotHubSpot
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    DecisionVaultDecisionVault
    PreCreate Matter

    Action creates a new matter and returns an invite link to send to the client.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
decisionvault logo
decisionvault logo

About DecisionVault

The DecisionVault portal makes intake effortless for law firms
Help

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier