April 26, 2024

HubSpot Workflow Integration Update and API-Triggered Document Sync

Enhanced HubSpot Workflow Integration

We've improved our HubSpot Workflow integration! Now, in addition to our existing capabilities, you can assign requests automatically when they are sent. You can choose to assign them to the deal owner, a specific user, or dynamically using the user email address. Note: This feature requires a Marketing Hub Professional account in HubSpot.

API-Triggered Document Sync

Introducing a new way to keep your documents up-to-date! You can now trigger document synchronization using the API. This feature allows you to sync documents that have not been synced yet, expanding the previous options of syncing only when documents were uploaded, validated, or when a request was completed.

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