Is anyone using DocuSign’s IAM (Intelligent Agreement Management) solution? If so, how has the DocuSign/HubSpot integration worked with it? For example, does the DocuSign integration work seamlessly with IAM or are there pitfalls we should consider? Also, it looks like only the ESIGNATURE essential envelope plans, i.e., Personal, Standard, Business Pro are listed on the app and we don’t see the IAM option listed. Would love to learn more about the experiences of anyone else using DocuSign’s IAM and the DocuSign/HubSpot integration. Thanks in advance from a HubSpot newbie!
Hi @Val_E,
Thank you for posting to the Community!
I’d like to tag in some of our Top Contributors to see if they have any experience with this integration -- Hi @RubenBurdin and @CEustace Do either of you have any experience with this integration? If so, do you have any advice on this one?
Cassie, Community Manager
I haven’t used DocuSign’s IAM with HubSpot personally, but from what I’ve seen, the current HubSpot–DocuSign integration mainly supports eSignature plans (Personal, Standard, Business Pro). IAM isn’t listed as an officially supported plan in the HubSpot App Marketplace.
That means while you can still use DocuSign IAM for agreements, its extra features might not sync or show up inside HubSpot the same way standard eSignature plans do. You may need to handle some parts manually or through the API.
If you’re planning to use IAM with HubSpot, it’s best to confirm with DocuSign support whether IAM includes the same integration permissions as their eSignature plans.