DocuWare + HubSpot Integration

Integrate DocuWare to HubSpot in one click, or tell Integrately AI how you want each document handled. Store files, create contacts, update records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • DocuWare
    Document is added in DocuWare Instant
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
Arrow Right
2.
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Download document in DocuWare
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • DocuWare
    Import to document tray in DocuWare
  • HubSpot
    Associate contact with company in HubSpot
  • HubSpot
    Uninstall App in HubSpot
  • HubSpot
    Associate Deal with Contact in HubSpot
  • HubSpot
    Associate Deal with Company in HubSpot
  • HubSpot
    Associate engagement with related object in HubSpot
  • HubSpot
    Remove email subscription in HubSpot
  • HubSpot
    Create contact in HubSpot
  • HubSpot
    Update contact in HubSpot
  • HubSpot
    Add contact to a list in HubSpot
  • HubSpot
    Remove contact from list in HubSpot
  • HubSpot
    Create or Update contact in HubSpot
  • HubSpot
    Get contact by id in HubSpot
  • HubSpot
    Archive contact in HubSpot
  • HubSpot
    Create company in HubSpot
  • HubSpot
    Update company in HubSpot
  • HubSpot
    Get company by id in HubSpot
  • HubSpot
    Archive company in HubSpot
  • HubSpot
    Create deal in HubSpot
  • HubSpot
    Update deal in HubSpot
  • HubSpot
    Get deal by id in HubSpot
  • HubSpot
    Archive deal in HubSpot
  • HubSpot
    Create task in HubSpot
  • HubSpot
    Update task in HubSpot
  • HubSpot
    Mark task as completed in HubSpot
  • HubSpot
    Archive task in HubSpot
  • HubSpot
    Create note in HubSpot
  • HubSpot
    Add note to contact in HubSpot
  • HubSpot
    Add note to deal in HubSpot
  • HubSpot
    Upload file in HubSpot
  • HubSpot
    Create engagement in HubSpot
  • HubSpot
    Create blog post in HubSpot
  • HubSpot
    Create blog tag in HubSpot
  • HubSpot
    Get quote by id in HubSpot
  • HubSpot
    Create line-item in HubSpot
  • HubSpot
    Update line-item in HubSpot
  • HubSpot
    Get line-item by id in HubSpot
  • HubSpot
    Archive line-item in HubSpot
  • HubSpot
    Create ticket in HubSpot
  • HubSpot
    Update ticket in HubSpot
  • HubSpot
    Get ticket by id in HubSpot
  • HubSpot
    Archive ticket in HubSpot
  • HubSpot
    Get associated records in HubSpot
  • HubSpot
    Get deal associated records in HubSpot
  • HubSpot
    Associate task with contact in HubSpot
  • HubSpot
    Associate ticket to related object in HubSpot
  • HubSpot
    Associate deal with line item in HubSpot
  • HubSpot
    Remove Association in HubSpot
  • HubSpot
    Create form submission in HubSpot
  • HubSpot
    Create social media message in HubSpot
  • HubSpot
    Add contact to workflow in HubSpot
  • HubSpot
    Retrieve signed URL for file in HubSpot
  • HubSpot
    Create product in HubSpot
  • HubSpot
    Update product in HubSpot
  • HubSpot
    Get product by id in HubSpot
  • HubSpot
    Archive product in HubSpot
  • HubSpot
    Get owner by Id in HubSpot
  • HubSpot
    Get form by id in HubSpot
  • HubSpot
    Get owner by Email in HubSpot
  • HubSpot
    Get pipeline stage details in HubSpot
  • HubSpot
    Search contact in HubSpot
  • HubSpot
    Search contact by email in HubSpot
  • HubSpot
    Search company in HubSpot
  • HubSpot
    Search company by name in HubSpot
  • HubSpot
    Search company by domain in HubSpot
  • HubSpot
    Search company by website in HubSpot
  • HubSpot
    Search deal in HubSpot
  • HubSpot
    Search deal by name in HubSpot
  • HubSpot
    Search task by title in HubSpot
  • HubSpot
    Search blog by name in HubSpot
  • HubSpot
    Search tickets in HubSpot
  • HubSpot
    Search products in HubSpot
  • HubSpot
    Search line items in HubSpot
  • HubSpot
    Search blog tag in HubSpot

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Ready WorkflowsReady Workflows   for DocuWare + HubSpot Integration

Capture documents, create contacts, update deals, alert your team, and track records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your DocuWare + HubSpot flow

Send notifications, log financial records, update storage drives, and manage documents seamlessly across your stack. Pick a combination and activate it in one click.

DocuWare
HubSpot
+
GmailGmail (8)
+
StripeStripe (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
PandaDocPandaDoc (8)
+
Google DriveGoogle Drive (8)
+
SlackSlack (8)
D
H
G
Send every new DocuWare document detail as a contact in HubSpot and email the summary via Gmail
New DocuWare documents instantly create HubSpot contacts while sending a confirmation email through Gmail without manual effort.
D
H
G
Email clients via Gmail when a DocuWare document is added and update HubSpot records
Keep clients informed via Gmail and update HubSpot records automatically when documents are processed in DocuWare.
H
D
G
When a HubSpot deal is updated, store the file in DocuWare and send an email alert via Gmail
Deal changes in HubSpot trigger DocuWare file archiving and immediate team notification via Gmail.
D
H
G
Create a HubSpot task when a document is added in DocuWare and email the assignee via Gmail
Assign follow-up work in HubSpot and notify team members via Gmail whenever a DocuWare document arrives.
H
D
G
If a HubSpot contact is created, update DocuWare index fields and send a welcome email in Gmail
New contacts in HubSpot update DocuWare index fields and trigger a welcome email through Gmail automatically.
H
D
G
When a HubSpot ticket is created, archive the document in DocuWare and email support via Gmail
Support tickets in HubSpot trigger document archiving in DocuWare and notify the support lead via Gmail.
D
H
G
Use ChatGPT to summarise incoming DocuWare documents, update HubSpot, and email the brief via Gmail
AI analysis of DocuWare documents updates HubSpot contacts and dispatches email briefs through Gmail.
D
H
Q
G
When a document is added in DocuWare, create a HubSpot deal, generate an invoice in QuickBooks, and email via Gmail
Multi-step pipelines handle DocuWare documents by updating HubSpot, generating invoices, and emailing clients via Gmail.

Supported triggers and actions for DocuWare and HubSpot

Mix and match to build the exact automation you need

DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
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Delete document in DocuWare
Removes a particular document from the system
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Download document in DocuWare
Download a particular document to a location
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Update document index fields in DocuWare
Updates document index fields
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Transfer document in DocuWare
Transfers a document
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Append a file in DocuWare
Appends content to an existing file
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Delete a file in DocuWare
Deletes particular files from the system
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Download a file in DocuWare
Download files from a particular source or location
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Replace a file in DocuWare
Replaces a file
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Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
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Get document information in DocuWare
Retrieves details and metadata from a document
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Search document in DocuWare
Locates and retrieves document based on search criteria
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Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
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Place a stamp in DocuWare
Places a stamp on a document
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Import to document tray in DocuWare
Import files and documents to the designated document tray with
Try it →
HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
Try it →

What can you automate with DocuWare + HubSpot?

Streamline document archiving, CRM updates, and team notifications with robust multi-step automation flows.

What you can automate?
🔄
Sync document additions to CRM contacts
Automatically create or update HubSpot contacts the moment a new document is added in DocuWare, eliminating manual data entry between your document management system and your CRM.
📋
Capture every document index field
Map all available DocuWare metadata and index fields into custom HubSpot contact or deal properties instead of just basic names, ensuring your CRM has complete context.
🔔
Alert team members instantly
Send instant notifications to the right team member via Slack or email the moment a critical document arrives in DocuWare or a HubSpot deal updates.
🔀
Route records based on document fields
Execute different workflows depending on specific fields submitted in DocuWare, such as creating high-priority deals for enterprise clients while standardizing regular contacts.
📊
Keep destination records up to date
Automatically update existing HubSpot company and deal records whenever document index fields are modified in DocuWare, preventing outdated information.
🔍
Prevent duplicate records with smart matching
Search existing HubSpot contacts and companies before creating new entries, updating existing records when matches are found to keep your database clean.
💳
Manage later status changes and closures
Handle lifecycle updates like deal stage changes or subscription cancellations by automatically archiving final paperwork and updating CRM pipelines.
🔌
Extend your workflow to external apps
Connect your core DocuWare and HubSpot workflow to supporting apps like Slack or Google Drive to trigger downstream tasks and team alerts effortlessly.
And much more...

Who is DocuWare + HubSpot integration for?

Operations, sales, and finance teams eliminate manual data entry, streamline document workflows, and keep CRM records completely synchronized.

Revenue operations managers
Revenue operations managers
Sales development reps
Sales development reps
Client success managers
Client success managers
Operations administrators
Operations administrators
Account executives
Account executives
Compliance officers
Compliance officers
📈
Revenue operations managers
You're tracking deal velocity across platforms but your CRM records only update when someone manually exports document data, so the pipeline reports you're presenting are always a few hours behind — this integration means every new document lands in HubSpot instantly and your metrics stay current.
Sales development reps
You need to act fast on incoming prospect documents, but you find out about new files too late because they sit unread in document trays — connecting these apps means every document instantly generates a HubSpot contact so you can reach out before competitors do.
🤝
Client success managers
You answer to key accounts that expect immediate updates on contract progress, but manual handoffs cause frustrating communication delays — automating both apps means every completed document updates HubSpot deals automatically and your clients stay informed.
⚙️
Operations administrators
The volume of incoming paperwork is too high for anyone to keep up with by hand, leading to missing records and frustrated stakeholders — this integration means every document is processed, archived, and synced to HubSpot without manual data entry.
📋
Account executives
You own the next sales step and depend on upstream document approvals to hand over new client accounts, causing bottlenecks in your pipeline — automating both apps means every approved document updates your HubSpot deals instantly so you can start closing.
🗂️
Compliance officers
You need a reliable audit history for every client interaction and keep finding gaps where documents failed to reach the CRM — with this integration, every DocuWare file links seamlessly to HubSpot records with zero manual oversight.
Our team

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Why choose Integrately to automate DocuWare + HubSpot

Build and manage your DocuWare + HubSpot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DocuWare + HubSpot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect DocuWare to HubSpot?
Frequently Asked Questions
You can connect DocuWare to HubSpot in 1 click using Integrately. Choose from ready-made templates or use Integrately AI to set up your workflow alongside apps like Gmail, Slack, and Google Drive.
Can I automatically create HubSpot contacts from DocuWare documents?
Frequently Asked Questions
Can I connect DocuWare, HubSpot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and HubSpot?
Frequently Asked Questions
How are DocuWare documents handled in HubSpot automations?
Frequently Asked Questions
Can I update HubSpot deals when documents are processed in DocuWare?
Frequently Asked Questions
Do I need coding skills to automate DocuWare and HubSpot?
Frequently Asked Questions
Is the DocuWare and HubSpot integration free?
Frequently Asked Questions
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