An automated workflow using integromat
Connects Zoho Sign + HubSpot
Create deals in Hubspot CRM from new Zoho Sign documents
About this workflow template
This automation scenario allows you to connect Zoho Sign and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Sign and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho Sign
Watch Document Signed in Zoho Sign
Triggers when a document has been signed by a recipient.
Then this action happens in HubSpot
Create a Record (Legacy) in HubSpot
Creates a contact, a company, or a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create deals in Hubspot CRM from new Zoho Sign documents.
Part I
Configure Applications
First, we need to connect Zoho Sign and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho Sign to Make.com.
Give Make.com access to your Zoho Sign account, using Zoho Sign credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Zoho Sign
Choose the following trigger: Watch Document Signed (Triggers when a document has been signed by a recipient.).
Then set up an Action for HubSpot
Choose this action: Create a Record (Legacy) (Creates a contact, a company, or a deal.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Sign and HubSpot.
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 Create deals in Hubspot CRM from new Zoho Sign documents!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Send template
Send a template for signing
actionbyzapierMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatDownload document
Downloads a Zoho Sign document
actionbyintegromatGet document details
Gets the details of a document
actionbyintegromatzapierGet document field data
Gets the details of the document filled by signers.
actionbyintegromatSend a document
Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.
actionbyintegromat
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
