I have the Docusign integration for HubSpot set up, but envelopes (with any status: sent/complete/etc.) aren’t appearing automatically in the docusign integration card with HubSpot contacts - meaning I can’t see the envelopes once sent and not if they’re completed. I am able to pull them in manually though.
Any clue how to get the sync to be automatic?
Hey @NSegal, thank you for posting in our Community!
It sounds like there might be a sync setting or configuration issue with your DocuSign integration. First, ensure that the integration settings in both DocuSign and HubSpot are set to sync automatically. In HubSpot, navigate to your DocuSign integration settings to verify that automatic syncing is enabled and that all required permissions are granted. If the settings look correct, try disconnecting and reconnecting the integration to reset the connection.
Also, check the logs or any error messages in both applications for additional clues. Let us know how this works
Kindly,
Pam
Hi @NSegal Good question,
this usually comes down to how the DocuSign card is set to pull data. The native HubSpot–DocuSign app only surfaces envelopes if the user who connected the integration has permission to view them in DocuSign.
If the envelopes aren’t auto-loading, double-check two things:
First, in HubSpot go to Settings > Integrations > Connected Apps > DocuSign. Make sure “Automatically associate envelopes with contacts” is toggled on. HubSpot’s guide here may help:
(Connect HubSpot and Docusign )
(How to Connect Docusign with Hubspot )
Second, confirm on the DocuSign side that the integration user has access to all the envelopes (sometimes completed envelopes are only visible to the sender unless account sharing is enabled).
If both look fine, disconnect and reconnect the integration HubSpot recommends this as it refreshes the token and resets sync rules
As a side note, some teams that run into recurring issues like this lean on tools that keep their CRMs and document systems in constant sync. For example, Stacksync focuses on real-time two-way sync, so updates like a DocuSign envelope status flow instantly into HubSpot without manual refresh.
Hope this helps.