Integrate Zoho Sign with HubSpot CRM

Send information between Zoho Sign and HubSpot CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho Sign and HubSpot CRM

Connect Zoho Sign and HubSpot CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Sign and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Document declined

Triggers when a document is declined

Document sent

Triggers when a document is sent

Document completed

Triggers when a document is completed

Folder created

Triggers when a new folder is created

Document forwarded

Triggers when a document is forwarded

Document expired

Triggers when a document has expired

Document recalled

Triggers when a document is recalled

Document signed

Triggers when a document is signed

Template created

Triggers when a new template is created

Document viewed

Triggers when a document is viewed

Contact created

Triggers when a new contact is created

Deal created or updated

Triggers when a deal is created or updated

Task created

Triggers when a new task is created

Company created or updated

Triggers when a company is created or updated

Contact created or updated

Triggers when a contact is created or updated

Company created

Triggers when a new company is created

Meeting created

Triggers when a new meeting is created

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

Send document

Populates a document based on a template and sends it to the specified recipients

Send request by email

Sends a request to the specified email address

Draft document

Populates a document based on a template

Change request owner

Chnages the owner of the specified request

Update document

Updates the details of an existing document based on ID

Fetch recipient

Fetches the details of a document's recipient by email address

Fetch document

Fetches the details of an existing document by ID

Fetch template

Fetches the details of an existing template by name or ID

Create deal

Creates a new deal

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create task

Creates a new task

Create company

Creates a new company

Create or update contact

Creates a new contact or updates the contact details if the contact already exists

Associate CRM entities

Associates two existing CRM entities

Update contact - By email

Updates the details of an existing contact associated with the specified email

Update company

Updates the details of an existing company

Update contact - By VID

Updates the details of a contact associated with the specified VID

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch ticket pipeline stage - By name

Fetches the details of an existing stages of pipeline in the ticket by name

Fetch company - By name

Fetches the details of an existing company by name

Fetch ticket pipeline - By name

Fetches the details of an existing pipeline in the ticket by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

What is Zoho Sign?

Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date.

Signature Zoho

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.

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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.

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Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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