HubSpot CRM

Marketing

MyDocSafe

Document Management

Integrations HubSpot CRM MyDocSafe

Create integrations between HubSpot CRM and MyDocSafe

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Create a Folder in Mydocsafe when Delete Ticket in Hubspot-crm

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Create a Folder in Mydocsafe when Delete Product in Hubspot-crm

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Create a Folder in Mydocsafe when Merge Contacts in Hubspot-crm

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Create a Portal Group in Mydocsafe when Merge Contacts in Hubspot-crm

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Create a Portal in Mydocsafe when Update Contact's Lead Status in Hubspot-crm

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Create a Portal Group in Mydocsafe when Update Contact's Lead Status in Hubspot-crm

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Create a Portal Group in Mydocsafe when Merge Companies in Hubspot-crm

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Add Contact to List in Hubspot-crm when Form is submitted in Mydocsafe

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Get a Contact in Hubspot-crm when Form is submitted in Mydocsafe

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Get Owner by ID in Hubspot-crm when Form is submitted in Mydocsafe

Actions and Triggers

Triggers

New Contact Created

Get notified if any contact is created in your account.

New Company Created

Get notified if any company is created in your account.

Delete Company

Get notified if any company is deleted in your account.

Delete Contact

Get notified if any contact is deleted in your account.

Update Contact's Lifecycle Stage

Get notified if lifecycle stage changed for any contact in your account.

New Deal Created

Get notified if any deal is created in your account.

Actions

Update Contact

Update a contact in your HubSpot account.

Get All Contacts

Get an existing contact list

Get All Companies

Get the list of the exissting companies

Add Contact to List

Add contact to a specific static list.

Create a Note

Create a new note.

Get a Contact

Get an existing contact by contact id.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About HubSpot CRM

Seamlessly connect your data, teams, and customers on one customer platform that grows with your business.

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About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

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