HubSpot + Xodo Sign
Create new HubSpot deals when documents are completed in Xodo Sign
This workflow starts when a document is finalized in Xodo Sign, leading to the creation of a new deal in HubSpot. This workflow is useful for businesses that want to streamline the process from finalizing a document up to creating a corresponding deal in their CRM system. Save time and reduce manual data entry error while keeping your sales pipeline up to date.
This workflow starts when a document is finalized in Xodo Sign, leading to the creation of a new deal in HubSpot. This workflow is useful for businesses that want to streamline the process from finalizing a document up to creating a corresponding deal in their CRM system. Save time and reduce manual data entry error while keeping your sales pipeline up to date.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
Note
Additional properties to retrieve
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
Enable SMS Signer Authentication
Sandbox
Document Title
Message
Custom Requester Name
Custom Requester Email
Redirect URL After Signature
Embedded Signing
Require All Signers
Automatic Reminders
Note
Additional properties to retrieve
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Additional properties to retrieve
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