ONLYOFFICE DocSpace and HubSpot: deliver a better customer experience with ready-to-use Zapier templates

Good news for HubSpot users!

Now you can easily connect ONLYOFFICE DocSpace to your HubSpot platform and bring some automation into your CRM workflow using ready-to-use Zapier templates. Read this post to find out how this integration works and what it can do for you.

ONLYOFFICE DocSpace and HubSpot integration: an overview

HubSpot is a flexible customer platform that allows businesses of all sizes to connect their marketing, sales and customer service teams in one place. Using HubSpot and its AI-powered tools, you can create deeper relationships with your customers and deliver an outstanding customer experience.

ONLYOFFICE DocSpace is a comprehensive document management and collaboration platform that allows you to connect your teammates, partners and customers in customizable rooms. It provides a centralized collaborative hub where you can create, edit, share and co-edit documents, spreadsheets, presentations, fillable forms and PDFs.

By integrating ONLYOFFICE DocSpace and HubSpot, you supercharge your CRM process with powerful document management and collaboration capabilities. You can organize an efficient electronic document workflow making it easier to create office files and collaborate on them in real time not only with your teammates but also with your customers when the need arises.

This integration reduces manual work by automating repetitive tasks related to file management, which allows you to deliver a best-in-class customer experience with less effort. For instance, you can create separate DocSpace rooms for your HubSpot deals and create contracts, sales orders, invoices and other documentation in a centralized way. Also, you can use DocSpace to streamline your content marketing strategies making it easier to collaboratively work on content for your blog and social media.

Integration through ready-to-use Zap templates

The ONLYOFFICE DocSpace and HubSpot integration works via Zapier, a powerful tool that automates repetitive tasks between multiple applications without coding. Such automations, called Zaps, are workflows that follow a simple structure: when something happens in one app, Zapier makes another app perform a specific action through a Zap.

Besides HubSpot, ONLYOFFICE DocSpace can be integrated with Slack, Trello, Zoom, Pipedrive, Discord, OneDrive, Telegram, Asana, Gmail, Google Drive and more. For each of these solutions, there are ready-to-use Zapier templates that you can find on the official DocSpace page.

DocSpace Zaps for HubSpot

Currently, there are more than 20 Zaps for the ONLYOFFICE DocSpace and HubSpot integration. Here are some of them:

• Create HubSpot deals from new ONLYOFFICE DocSpace folders;
• Create HubSpot deals from new ONLYOFFICE DocSpace rooms;
• Create HubSpot tickets for new files in ONLYOFFICE DocSpace;
• Create HubSpot tickets for new rooms in ONLYOFFICE DocSpace;
• Add new ONLYOFFICE DocSpace users to a HubSpot list;
• Create HubSpot tickets for new folders in ONLYOFFICE DocSpace;
• Create HubSpot companies from new ONLYOFFICE DocSpace rooms;
• Add users to HubSpot lists when they newly join ONLYOFFICE DocSpace rooms;
• Create folders in ONLYOFFICE DocSpace for new HubSpot deals;
• Create rooms in ONLYOFFICE DocSpace for new HubSpot deals;
• Create folders in ONLYOFFICE DocSpace for new contacts in HubSpot;
• Invite new HubSpot contacts to ONLYOFFICE DocSpace rooms;
• Create rooms in ONLYOFFICE DocSpace for new companies in HubSpot and more.

All these Zapier templates are available on the DocSpace page.

Connect DocSpace to HubSpot and enable your first Zap

Now that you know what you can do with the DocSpace to HubSpot integration, it’s time to make this integration work in practice. Just follow the steps below:

Step 1. Sign into your Zapier account or create a new one. It’s free.

Step 2. Access the Apps section on the left-side panel by clicking the corresponding button and press the + Add connection button in the upper right corner. Find ONLYOFFICE DocSpace and specify your DocSpace URL, email and password in the authorization window. Click Yes, Continue to ONLYOFFICE DocSpace to finish the process.

Now ONLYOFFICE DocSpace is available in the list of your app on Zapier.

Step 3. If HubSpot is not available in the Apps section of your Zapier account, you need to add it following the instructions from the previous step.

Step 4. Now that both ONLYOFFICE DocSpace and HubSpot are available in your Zapier apps, you can enable one of the Zap templates for this integration. To do so, check all the available templates for HubSpot on the ONLYOFFICE page, select the one you need and click the Details button. After that, click the Try this template button.

Let’s use the template that automatically creates rooms in ONLYOFFICE DocSpace for all new HubSpot deals.

Step 5. Your Zapier template is already configured but you can check its parameters in the App & event, Account and Trigger sections. If everything is OK, click the Continue button.

Step 6. Now you need to check if your Zap works correctly by clicking the Test trigger button.

If nothing goes wrong, click the Continue with selected record button.

Step 7. After testing the template from the HubSpot side, now it’s time to do the same thing for ONLYOFFICE DocSpace. Check all the parameters and don’t forget to select the desired room type in the Action section that will be created in your DocSpace.

Each room type has its own purpose:

• Basic form rooms are designed to make the process of form filling easier allowing you to collect and analyze responses from different people in one place;
• Collaboration rooms are ideal for real-time document collaboration and co-editing;
• Custom rooms can be tailored to any scenario, like sharing content for viewing only and reviewing, and provide sophisticated access settings;
• Public rooms simplify file sharing with external users allowing them to view files without registration.

Choose the room type that suits better your HubSpot deals and test the action.

Step 8. If the template works fine from the DocSpace side, you can finally publish it by clicking the corresponding button.

That’s it. Now your Zap is ready. You can check its status in the Zaps section of your Zapier account. If it’s on, the DocSpace and HubSpot integration will work as expected.

Put your Zap to test

Now you can easily check if your template does what it must do. For this purpose, create a new deal in your HubSpot platform.

When the new deal is created, access your DocSpace and open the Rooms section. There you will see a new room that has the same name as your HubSpot deal. Congratulations! Now you can use this room to keep all files and documents related to your deal and invite your colleagues and customers for real-time document collaboration. For example, you can create and co-edit quotations, sales orders, contracts and other docs required to close the deal successfully.

This is just one of the available templates for the ONLYOFFICE DocSpace and HubSpot integration. You can also enable other ready-to-use Zaps and even create new ones to boost your productivity and deliver a better customer experience.

Get started with ONLYOFFICE DocSpace

Create a free DocSpace account right now and connect it to HubSpot and thousands of other productivity and business apps on Zapier to bring automation to your workflow:

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Watch this webinar to learn more about ONLYOFFICE DocSpace v2.6 and a new room type brought to you by this version — form filling rooms: