Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Clustdoc Subscription - PRO plan
Overview
1/6 - Clustdoc x HubSpot
How do you make sure you collect all required information from new leads in a scalable way during onboarding?
Clustdoc is built to help you achieve higher conversion rates during the onboarding phase and make sure you can really win all deals. Our customer-facing onboarding software helps you to run a custom onboarding checklist with any lead.
Using Clustdoc you can create a customer-facing checklist that includes forms, tasks, file requests, esignatures, reminders and much more.
Connect HubSpot to Clustdoc in a few clicks, and free yourself from manual interactions with your new customers by automating your sales and onboarding workflows.
Features
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Create client applications
Ensure that your new customers are notified when they need to complete your customer onboarding checklist.
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Visualize list of applications
Visualize your client’s applications at a glance: easily visualize up to 10 applications for a single client and start saving time with managing new customers.
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Preview your client’s onboarding records
Get access to a preview of your client onboarding checklist and make sure all the required information you need to collect are listed.
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Close or delete client applications
Manage client's onboarding flows from your HubSpot screen. For example, you can effortlessly close client applications once you’ve approved all your client’s items.
App Functionality
Shared Data
Applications | ||
Processes |
Reviews
- Nov 6, 2023
Works easy. Just one thing missing and that's the mobile number auto updating
I really love it. I've been using it for years and it works great. Really gives a professional feel to our business.
Onboarding new and existing clients into our business.
Stisi, R.
Banking/Financial Services - 2 to 5 employees
Pricing
PRO
€190
/monthA professional alternative to email
3 users
1 digital process
50 new applications per month
25 GB Storage
PRO
€190
/monthA professional alternative to email
3 users
1 digital process
50 new applications per month
25 GB Storage
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/19/2025
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