HubSpot + naturalForms

Update HubSpot deals when new documents are submitted in naturalForms

Automate your sales process with this efficient workflow. Whenever a new document is sumbitted in naturalForms, it kicks off an update to the associated deal in your HubSpot account. This means your sales pipeline stays up-to-date, ensuring you have the most recent information easily accessible right when you need it. Save time and improve accuracy by letting this automation handle the task for you.

When this happens...
Submitted Document
Triggers when a document is submitted.
TriggerInstant
automatically do this!
Update Deal
Update a Deal in HubSpot.
ActionWrite

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Supported triggers and actions

What does this mean?

- TemplateRequired
Trigger
Instant
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Event Type
Trigger
Scheduled
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- Type
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It

- Blog UrlRequired
- Article StateRequired
Trigger
Scheduled
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property NameRequired
- Properties to retrieveRequired
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

- 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
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
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- FormRequired
Trigger
Instant
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- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom ObjectRequired
Trigger
Instant
Try It
- ChannelRequired
- Status
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Type of Custom ObjectRequired
Trigger
Instant
Try It
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About HubSpot

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

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Related categories

Marketing Automation

Similar apps

About naturalForms

NaturalForms is a mobile app that replaces paper forms and collects information electronically that exactly match your current paperwork.

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create new HubSpot objects from submitted naturalForms documents

Related Zap Templates

Create new HubSpot objects from submitted naturalForms documents

HubSpot + naturalForms

Update HubSpot deals when new documents are submitted in naturalForms

Submitted Document

New Contact

Note

Additional properties to retrieve

Contact Recently Created or Updated

Note

Additional properties to retrieve

Product Recently Created or Updated

Note

Additional properties to retrieve

New Email Event

Event Type

New Engagement

Type

New Line_item

Note

Additional properties to retrieve

New COS Blog Article

New Deal

New Ticket Property Change

New Ticket

Note

Additional properties to retrieve

New Contact Property Change

Note

Additional properties to retrieve

Updated Deal Stage

Note

Note

Additional properties to retrieve

Create Company Deprecated

Note

Create Contact

Create Engagement

Note

Halt task if any associations error occurred

Assigned To

Create Custom Object

Create Deal

Get Company

Note

Additional properties to retrieve

Get Custom Object

Get File Public URL

Note

Get Product

Note

Additional properties to retrieve

Create Line_item

Create Enterprise Event

Note

Contact Value

Remove Associations

Create Form Submission

Note

Note

HubSpot usertoken

IP address

Page name

Page URI

Page ID

SFDC campaign ID

GoToWebinar key/ID

Submission timestamp

Skip validation

Update Company

Update Deal

Update Product

Update Custom Object

Upload File

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Company

Note

Additional properties to retrieve