Create deals in Hubspot CRM from new Zoho Sign documents
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Every time a new document is signed with Zoho Sign, Make will automatically add a new deal in Hubspot CRM.
Apps Included
Similar templates for inspiration
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The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Associates 2 CRM objects.
Creates multiple associations between CRM objects.
Associates an engagement with a contact, company, or deal.
Cancels a scheduled broadcast (e.g. tweet or facebook post).
Creates a new blog post.
Creates and immediately publishes a message on a specified social media channel..
Creates a new task for Calendar (only for users with the paid Marketing account).
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