Integrate HubSpot CRM with SimpleSign
Send information between HubSpot CRM and SimpleSign automatically, without writing any code, using Zoho Flow.
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Create a new contact in SimpleSign whenever a new contact is created in HubSpot CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in SimpleSign each time a new contact is created in HubSpot CRM.
How it works
- The flow triggers when a new contact is created in HubSpot CRM.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Create a new contact in SimpleSign whenever a new contact is created in HubSpot CRM
HubSpot CRM + SimpleSign
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Supported triggers and actions
Integrate HubSpot CRM and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Task created
Triggers when a new task is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Email created
Triggers when a new email is created
Deal created
Triggers when a new deal is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create email
Creates a new email
Create task
Creates a new task
Create meeting
Creates a new meeting
Create company
Creates a new company
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create or update contact
Creates a new contact or updates the details of an existing contact
Update company
Updates the details of an existing company by ID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update deal
Updates the details of an existing deal using its ID
Associate CRM entities
Associates two existing CRM entities
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
Similar apps
What is SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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