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Sales Integrations

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Solved

Roger on June 08, 2024

Creating a MS Word document out of a deal

It would be great to be able to create a MS Word document f.e. as a quote or contract or else directly from a deal. It should be possible to use any connected object, such as company, contacts, tickets, custom object and even all standard and custom read more

Reply CRM Deals Documents Sales

0 upvote

3 Replies

Accepted solution

Roger

Contributor | Diamond Partner

July 26, 2024 11:29

Hi all We finally created a smart app named ChiliDocs, which is available in the HubSpot marketplace as of now. With ChiliDocs you create Word docu...read more

Solved

KLivingstone on February 08, 2024

Uploading documents

I have recently started a new job and have inherited Hubspot, which I have never used before. Our website has a download button that links to our company brochure and is all set up in Hubspot. I have recently updated the brochure to our latest read more

Reply Documents

1 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 08, 2024 06:32

Hi @KLivingstone , Where exactly is the existing old brochure PDF published? If you can find it in the file manager, you can upload an updated...read more

Solved

KLacey2 on January 12, 2024

Slow loading documents

Hi, I'm really enjoying hubspot and would like to make better use of the documents tool. I plan to upload a 16 page pdf so I can better track customers behaviours as they view the document. T he document is 16mb and uploads really qu read more

Reply Documents Sales

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 12, 2024 09:16

Hi @KLacey2 , Try and get it below 5MB, even better if you can get it below 3MB. Compression tools can work magic and you should be able to re...read more

Solved

MTeshuva on September 14, 2023

DocuSign x Hubspot integration

Really unhappy with the DocuSign x Hubspot integration. You cannot connect accounts properly, there are constant errors, other users cannot see contracts that have been signed. When I contacted hubspot I was told they couldn't get hold of DocuSign s read more

Reply Documents Integrations

0 upvote

11 Replies

Accepted solution

james-portant

Contributor

September 19, 2023 23:58

Hi @MTeshuva , I would love to help out with this, if you're willing to try a different solution? We have an App on the HubSpot Marketplace ...read more

Solved

MLerne on September 13, 2023

Dropbox Sign Integration

I'm using Dropbox sign. How do I find the object and properties that show up in my Activity feed from Dropbox Sign so I can use them in a workflow. For example. Dropbox Sign Document was Viewed. Dropbox Sign All Signers Completed... as a Trigger read more

Reply Documents Integrations

0 upvote

2 Replies

Accepted solution

james-portant

Contributor

September 20, 2023 00:20

Hi @MLerne , I have taken a look at the Dropbox integration and it doesn't look like you can write any properties back to custom properties on the ...read more

Solved

SeanPBurton on May 09, 2023

Working with Docusign

We currently use DocuSign and are exploring how the integration with Hubspot works. So far the integration seemse problematic. Ideally I want to be able to create a workflow that triggers on a deal status change and automatically filles and sends a read more

Reply CRM Documents Marketing Sales Workflows

0 upvote

9 Replies

Accepted solution

GLePage

Contributor

May 10, 2023 18:02

Hey @SeanPBurton , We use DocuSign to send contracts within a workflow, which picks up the contact details and then triggers new workflows when...read more

Solved

upgiant on February 23, 2017

Attach Google Doc

I'm looking to attach a Google Doc via the attachments http://prntscr.com/ecohlm It's not a Word file, PDF, txt or anything like that - it's a Google Doc How do I go about associating a contact record with a Google Doc? I don't want to use read more

Reply Documents

1 upvote

2 Replies

Accepted solution

Anonymous

Not applicable

February 24, 2017 06:18

Hey @upgiant according to HubSpot's Knowledge Base o n October 15th, 2015 the HubSpot CRM - Google Drive integration was sunsetted. However ...read more

Solved

upgiant on February 22, 2017

Attachments, can't find Google Doc

I have authenticated with the correct account. I click on the documents tab and I see very little. None of the documents I have on my Google Docs.

Reply Documents

1 upvote

3 Replies

Accepted solution

nicolebrenner

HubSpot Employee

February 23, 2017 15:55

Hi @upgiant , welcome to the community. Connecting your inbox to HubSpot Sales won't import all of your documents, this is a seperate feature. You'l...read more

Solved

andrewinfinity on January 10, 2017

Panda DOC integration

We use the intergration between Hubspot and PandaDOC. We generally open up the panda doc through the deal in Hubspot. If we have gone straight to Panda Doc instead of accessing Panda Doc thru Hubspot can you go back and allowcate that document to th read more

Reply Deals Documents Templates

0 upvote

2 Replies

Accepted solution

BrettLanguirand

HubSpot Employee

January 11, 2017 10:18

Hi @andrewinfinity , Welcome to the Hubspot Community and thank you for your question! I did some research on the PandaDoc integ...read more

Solved

Ben-Thompson on November 14, 2016

Docusign into HubSpot?

Hi all. need some help. Can DocuSign be integrated with Hubspot? If so, how?

Reply Account CRM Documents Settings

6 upvotes

16 Replies

Accepted solution

Coking

HubSpot Product Team

November 23, 2020 09:23

A DocuSign + HubSpot integration is now live in our marketplace. https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/docusign-2243...read more

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