Integrate FileInvite with HubSpot and Salesforce to send document requests, track status updates, and manage workflows directly from your CRM platform.
What are Connected Workflow Integrations?
Connected Workflow Integrations are FileInvite's low-code solution for integrating your existing platforms directly to our document collection platform. Connected Workflow Integrations allow you to initiate document requests, send messages, and manage workflows directly from Salesforce, HubSpot, and other CRM platforms.
How Does It Work?
It's simple. When a deal or opportunity in your CRM reaches a certain stage, FileInvite automatically sends document requests to your clients. When they upload their documents, the status updates appear right back in your CRM.
No more switching between platforms. No more manual updates. Everything flows seamlessly.
Key Benefits
Save Time
- Send document requests directly from your CRM
- Eliminate duplicate data entry
- Reduce time spent switching between systems
Stay Organized
- See document status updates in real-time
- Keep your entire team informed in one place
- Track everything from your familiar CRM dashboard
Improve Client Experience
- Faster document collection process
- Consistent, professional document requests
- Reduced back-and-forth communication
Currently Available Integrations
CRM Platforms
We currently offer Connected Workflow Integrations with:
- HubSpot - Perfect for businesses using HubSpot's deal pipeline
- Salesforce - Ideal for organizations leveraging Salesforce opportunities
More platforms are coming soon! We're actively expanding our integration options to meet customer needs.
Perfect For
- Loan Officers managing multiple applications
- Account Opening Teams collecting verification documents
- Compliance Teams gathering required documentation
- Any team that needs to collect documents as part of their workflow
Additional Integration Options
Beyond CRM platforms, FileInvite also has native integrations with popular cloud storage solutions, including SharePoint, Google Drive, Box, and OneDrive for Business, making it easy to store collected documents exactly where you need them.
Get Started Today
Ready to streamline your document collection process? Connected Workflow Integrations are available now for HubSpot and Salesforce. Contact our team to learn more about how this feature can transform your workflow.