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How Zapier works
Zapier makes it easy to integrate SendSafely with HubSpot - no code necessary. See how you can get setup in minutes.
Select a trigger from SendSafely
Setup an action from HubSpot
That’s it! You just connected SendSafely to HubSpot
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Frequently Asked Questions about SendSafely + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SendSafely and HubSpot
How do I start the process of integrating SendSafely with HubSpot?
To begin the integration, you'll need to access both your SendSafely and HubSpot accounts. In HubSpot, navigate to the Workflows section to create a new workflow that can trigger actions in SendSafely.
What triggers are available when integrating SendSafely with HubSpot?
When integrating, you can set up triggers based on various events in HubSpot, such as a new contact being created or an update to an existing deal. These actions can then initiate file sending or sharing processes in SendSafely.
Can I automate sending files through SendSafely when a deal is closed in HubSpot?
Yes, you can automate file sending by setting up a trigger in HubSpot for when a deal is marked as closed. The workflow will automatically send specified files using SendSafely.
Is it possible to add HubSpot contact notes with information about files shared via SendSafely?
Absolutely. You can configure actions within your workflows that update contact records with notes whenever files are sent via SendSafely. This ensures all team members have access to this information directly within the contact profiles.
How does authentication work between SendSafely and HubSpot?
Authentication involves granting permissions for each platform to communicate securely. Within our integration setup process, you'll be prompted to authenticate both tools using API keys or OAuth.
Are there any restrictions on file types that can be shared from HubSpot using the SendSafely integration?
Our integration supports all file types allowed by SendSafely for sharing. However, ensure that any restrictions from your organization's policies or compliance regulations are also considered.
How do I troubleshoot if my files are not being sent via the integration?
First, verify that triggers are correctly set up in your HubSpot workflows and that there are no connectivity issues between platforms. Check log entries or error notifications within both systems for further insights into potential problems.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
