How to Integrate DocSend with HubSpot Using Zapier
Are you looking for a seamless way to integrate DocSend with HubSpot? In this tutorial, we’ll show you how to build a custom integration using Zapier. This integration ensures that whenever someone views your documents in DocSend, it gets recorded in HubSpot at the contact level as a detailed note. Follow along as Andres from Connex walks you through the entire process.
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Introduction to the Integration
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Step-by-Step Process
Step 1: Setting Up the Trigger in Zapier
- Open Zapier: Go to zapier.com and log in. Click on “Create Zaps.”
- Configure the Trigger: Search for DocSend and select it as the trigger app. The event you'll select is "New Visit."
- Login to DocSend: Connect your DocSend account. You can choose to trigger off a specific document or leave it empty to trigger for all documents.
- Test the Trigger: Zapier will pull an existing record from DocSend to understand the fields associated with this trigger.
Step 2: Finding the Contact in HubSpot
- Search for HubSpot: Select HubSpot as the action app.
- Configure the Action: The event will be "Find Contact." Use the visitor’s email from DocSend to search for the contact in HubSpot.
- Create a Contact if Not Found: Enable the option to create a contact if it’s not found. This ensures you can track all document views, even if the recipient is not already in your database.
- Test the Step: Verify that Zapier can find or create a contact in HubSpot.
Step 3: Creating a Note in HubSpot
- Add a New Step: Select "Create Engagement" as the event.
- Configure the Note: Choose "Note" as the engagement type. In the note body, include details such as the document name, campaign name, viewing time, and email.
- Associate the Note with the Contact: Use the contact ID from the previous step to ensure the note is associated with the correct contact.
- Test the Step: Check HubSpot to confirm that a note was created under the contact.
Step 4: Finalizing and Publishing the Zap
- Rename the Zap: Give your Zap a meaningful name so you can easily identify it later.
- Publish the Zap: Once everything is set up and tested, publish your Zap to start automating your workflow.
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