Connect Xodo Sign and HubSpot
Integrate Xodo Sign with HubSpot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in HubSpot when Document Is Sent via Xodo Sign
Update Company in HubSpot when Document Is Sent via Xodo Sign
Search Company in HubSpot when Document Is Sent via Xodo Sign
Get Owner by Email or by ID from HubSpot when Document Is Sent via Xodo Sign
Create Company in HubSpot when Document Is Sent via Xodo Sign
Popular Xodo Sign + HubSpot flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
HubSpot
Automatically do this!
Create Contact
Update Company
Search Company
Get Owner by Email or by ID
Create Company
Create or Update Contact
Create Deal
Get Invoice Line Items
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
Find Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Create Engagement
Send Message
Create Contact in HubSpot when Document Is Sent via Xodo Sign
Use this flowUpdate Company in HubSpot when Document Is Sent via Xodo Sign
Use this flowSearch Company in HubSpot when Document Is Sent via Xodo Sign
Use this flowGet Owner by Email or by ID from HubSpot when Document Is Sent via Xodo Sign
Use this flowCreate Company in HubSpot when Document Is Sent via Xodo Sign
Use this flowCreate or Update Contact in HubSpot when Document Is Sent via Xodo Sign
Use this flowCreate Deal in HubSpot when Document Is Sent via Xodo Sign
Use this flowGet Invoice Line Items from HubSpot when Document Is Sent via Xodo Sign
Use this flowCreate Email Engagement in HubSpot when Document Is Sent via Xodo Sign
Use this flowCreate Meeting Engagement in Hubspot when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and HubSpot.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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.
Deal Created or Updated
Runs when deal is created or updated
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Create Contact
Create a new HubSpot contact using the provided contact properties (email is required). Returns the created contact record.
Update Company
Update selected HubSpot company properties for a given company ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Xodo Sign and HubSpot workflows.
Learn how to automate Xodo Sign and HubSpot workflows.
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About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
About HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and HubSpot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and HubSpot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach HubSpot. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in HubSpot, and a separate workflow where HubSpot triggers actions in Xodo Sign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Xodo Sign and HubSpot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and HubSpot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
