■Overview
This is a flow that creates an envelope using a DocuSign template when a form is submitted to HubSpot.
■Recommended for
1. Sales Department
・Teams that want to automatically create DocuSign envelopes based on information collected in HubSpot to expedite the contract process
・Teams that want to automate contract creation after form submission to streamline the sales pipeline
2. Customer Support Team
・Teams that want to quickly generate contracts and agreements based on form submissions to facilitate smooth support operations
3. Marketing Department
・Teams that want to automate the contract and agreement process after form submission to enhance the efficiency of marketing campaigns
4. Contract Management Department
・Teams that want to automatically create contracts using DocuSign templates based on HubSpot form submission information to streamline contract management
■Benefits of Using This Template
・HubSpot form data and DocuSign envelopes are always synchronized, ensuring consistency of information.
・Form submission information is immediately reflected in the creation of DocuSign envelopes, enabling proactive responses and improving customer satisfaction.
■Notes
・Please integrate Yoom with both HubSpot and DocuSign.
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