Send SignRequest signature requests for new HubSpot CRM deals in a stage

First, we need to connect HubSpot and SignRequest to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect HubSpot to Zapier.

  Give Zapier access to your HubSpot account, using HubSpot credentials.

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  Connect SignRequest to Zapier.

  Give Zapier access to your SignRequest account, using SignRequest credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for HubSpot

  Choose the following trigger: New Deal in Stage Deprecated (Triggers when a deal enters a specified stage.).

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  Then set up an Action for SignRequest

  Choose this action: Send SignRequest (Creates and sends a new SignRequest.).

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  Then set up another Action for HubSpot

  Choose this action: New Deal Property Change Deprecated (Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between HubSpot and SignRequest.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Send SignRequest signature requests for new HubSpot CRM deals in a stage!