HubSpot integration
Collect documents right from HubSpot
Trigger requests from your deals, sync data and status back to your records, and run onboarding without ever leaving your CRM.
Trigger from your pipeline
Send requests as deals move forward
Kick off a document request automatically when a deal reaches a stage, or send one on demand from a contact record. Onboarding starts the moment your pipeline says it should. No copy-pasting between tools.
Two-way sync
Keep records up to date automatically
Data your clients submit flows straight into HubSpot properties, and request status syncs back so your CRM always reflects reality. Learn more about CRM sync.
In-CRM visibility
Manage onboarding with CRM cards
See request progress and collected documents directly on the HubSpot record with Collect's CRM cards. Your sales and onboarding teams stay aligned without switching apps.
Start automating your onboarding today
Try Collect free for 7 days, with full access to our AI and integrations.
