IntegrationsXodo SignHubSpot Service Hub
Xodo Sign + HubSpot Service Hub

Connect Xodo Sign and HubSpot Service Hub to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

HubSpot Service Hub

Automatically do this!

Enable Integrations or automations with these events of Xodo Sign and HubSpot Service Hub

Enable Integrations or automations with these events of Xodo Sign and HubSpot Service Hub

Triggers

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Request a new Trigger for Xodo Sign

Actions

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Request a new Action for Xodo Sign

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Frequently Asked Questions

How do I start an integration between Xodo Sign and HubSpot Service Hub?

To start, connect both your Xodo Sign and HubSpot Service Hub accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in HubSpot Service Hub (or vice versa).

Can we customize how data from Xodo Sign is recorded in HubSpot Service Hub?

Absolutely. You can customize how Xodo Sign data is recorded in HubSpot Service Hub. This includes choosing which data fields go into which fields of HubSpot Service Hub, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and HubSpot Service Hub?

The data sync between Xodo Sign and HubSpot Service Hub typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to HubSpot Service Hub?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and HubSpot Service Hub?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and HubSpot Service Hub. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Xodo Sign

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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HubSpot Service Hub

About HubSpot Service Hub

HubSpot Service Hub is a comprehensive customer service platform designed to enhance customer support and engagement. It offers a suite of tools to manage customer interactions, track support tickets, and improve customer satisfaction through efficient communication and feedback mechanisms.

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