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DocSend
DocSend
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
DocSend
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Link Created" from DocSend.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects DocSend and HubSpot, automating your workflow.
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.
New Link Created
This trigger fires when you create a new link in DocSend.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use DocSend and HubSpot with AI agents and code
Beyond Zap workflows. Call DocSend and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose DocSend and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use DocSend and HubSpot
Track document engagement in CRM
When a prospect views a document in DocSend, Zapier creates or updates their record in HubSpot with details of the interaction. This gives business owners complete insights into engagement while improving follow-up accuracy.
Zapier triggers an update in HubSpot whenever someone reads an entire marketing document in DocSend. This helps the marketing team identify which leads are highly engaged, enabling tailored nurturing campaigns.
When a prospect completes reading a sales document on DocSend, Zapier adds that information to HubSpot. This automates the process of tracking document engagement, helping sales ops teams focus on warm leads.
Level up your DocSend to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about DocSend + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with DocSend and HubSpot
How do I start integrating DocSend with HubSpot?
To start integrating DocSend with HubSpot, navigate to your Zapier account and select 'Create Zap'. You will need to choose DocSend as the trigger and HubSpot as the action. By doing this, you can allow data from DocSend to flow into HubSpot based on the events you define.
What triggers are available for DocSend in Zapier?
In Zapier, you can use triggers such as 'New Document Viewed', 'New Visitor', or 'Document Created' in DocSend. Once any of these events occur, they can initiate actions in your connected applications like HubSpot.
What actions can I automate in HubSpot using this integration?
Using our integration, you can automate actions such as creating or updating contacts, tasks, or deals in HubSpot whenever a specified event occurs in DocSend.
Do I need any special permissions in DocSend to set up the integration with HubSpot?
Yes, you need administrative privileges in both DocSend and HubSpot to set up the integration so that Zapier can access and pass data between them.
Can I filter which document views trigger actions in HubSpot?
Absolutely! When setting up your zap, you can specify conditions using filters that only allow certain document views to trigger subsequent actions in HubSpot. For instance, triggering an action only when a specific document is viewed by someone for over two minutes.
Is there a way to track engagement from Ricochet within my CRM via this integration?
Yes. Using our integration capabilities, when a Ricochet (document sharing within email) is viewed through DocSend, it can automatically update or create entries within your CRM hosted on HubSpot based on predefined conditions.
Can historical data be transferred from DocSend to HubSpot using this setup?
Typically, our integrations are designed for real-time data transfer moving forward. If there is a need for historical data migration from DocSend to HubSpot before the zap activation date, consider exporting/importing through available APIs or manually if possible.
About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
