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Connected Workflows: Automate Document Collection in HubSpot

Stop chasing documents and start closing deals. By connecting FileInvite to HubSpot, you can automate your document collection process the moment a Deal moves forward.

How the HubSpot Integration Works

The integration links your HubSpot Deal pipeline directly to FileInvite.

  • Stage-Based Triggers: Set FileInvite to automatically send a document request (an "Invite") when a Deal reaches a specific stage (e.g., "Contract Sent" or "Underwriting").

  • Automatic Contact Sync: FileInvite pulls the contact details directly from your HubSpot Deal, ensuring no double-entry of names or emails.

  • Real-Time Status Updates: Track the progress of document collection (Sent, Opened, Uploaded) directly within the HubSpot Timeline.

Key Benefits for HubSpot Users

  • Increase Sales Velocity: Don't let manual admin slow down your pipeline.

  • Seamless Team Visibility: Give your entire sales team instant visibility into document progress without them needing a separate FileInvite login.

  • Automated Document Filing: Once collected, files can be automatically synced to your cloud storage (SharePoint, Google Drive, etc.) linked to that HubSpot record.

Getting Started

This is a low-code integration managed by our team. To enable Connected Workflows for your HubSpot portal, Contact Support or your Account Manager today.