Built by experts from:
3 simple steps to save you from hours of manual CRM work.
How HubClerk Works?
Connection
Link Your CRM
Easily connect HubClerk to your CRM. Currently supporting HubSpot, with more CRM integrations on the way.
Analysis
Confirm Your Setup
HubClerk analyzes your pipelines, past deals, and sales documents to create a tailored CRM mapping for your review. Approve the setup, and adjust it anytime as your sales process evolves.
Automation
Upload & Sync
Upload your sales documents via our platform, API, or Zapier. HubClerk extracts key details, finds the associated deal in your CRM and updates its data and stage, if missing, creates a new deal record.
Automatically send your sales documents to HubClerk via Zapier.
Streamline your sale documents
Automate
Set Your Triggers
Define your trigger in Zapier, whether it's a new email attachment, a new Google Docs created, or another event in your workflow.
Integrate
Add HubClerk as an Action
Connect HubClerk as the action in your Zap to process and sync your sales documents with your CRM.
Simplify
Automate Effortlessly
Enjoy a seamless process—no manual uploads needed. HubClerk works with Zapier's free plan, enabling two-step Zaps without additional cost.