Clustdoc

Sync Clustdoc with over 7000 apps using Zapier, Make or Pabbly Connect, or link native CRM integrations like Pipedrive, Monday and HubSpot directly.

Sync Clustdoc with 7000+ business apps

Automate how you send Clustdoc documents to Salesforce with Zapier, using the New Document Added trigger to keep client files synced with your CRM.

Send Clustdoc documents to Salesforce

Set up the Clustdoc app on HubSpot in a few clicks and start onboarding your HubSpot leads without ever leaving your CRM. Follow this step by step guide.

Installing and using Clustdoc app on HubSpot

How to uninstall the Clustdoc app from HubSpot

Get the Clustdoc Pipedrive integration running: install the app from the marketplace, connect your account, and invite contacts to start onboarding.

Set up the Clustdoc Pipedrive integration

How to uninstall the Clustdoc app from Pipedrive

Connect Clustdoc to Zapier to automate onboarding: trigger a Clustdoc invitation the moment a lead changes status in your CRM, no coding required.

Connect Clustdoc to Zapier for automation

How to fix portal issues when using WP Elementor

Sending your applications' data to Salesforce

Installing and using Clustdoc app

Uninstalling the Clustdoc app

See how the Clustdoc Make integration links your account to hundreds of apps without code, using a Slack alert for new client documents as an example.

Guide to the Clustdoc Make integration

Explore every Clustdoc integration in one place, including Zapier, Make, Salesforce, HubSpot and Pipedrive guides that connect your CRM to workflows.

Browse the Clustdoc Integrations hub

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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