Really unhappy with the DocuSign x Hubspot integration. You cannot connect accounts properly, there are constant errors, other users cannot see contracts that have been signed. When I contacted hubspot I was told they couldn’t get hold of DocuSign so would like me to follow up with DocuSign for them. Considering they built the integration it is appauling they are shifting responsibility onto their paying cutomers. Will be a contributing factor to leaving Hubspot if they cannot get the inteagtaion to work effectively, has anyone else had this problem?
This seems like an unexpected error because HubSpot and Docsign Integration work seamlessly together and customers don’t face the issues you have mentioned.
make sure you have done Integration in the right way : Connect HubSpot and Docusign
If you still face issues try reaching out to HubSpot support.
Let me know if you have any follow-up questions.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.
Hi Jigar, if you take a look at my support inbox you will see more that 4 conversations with your colleagues who have all said to me that the integration is faulty and I need to take it up with DocuSign. Not great cusomter support from you that I have voiced the issue, had to deal with this for months now and now being told that I have set up the integration incorrectly. If you believe that’s the case please feel free to book me in for a time to get it fixed but I can assure you I have tried this multiple times and have been told there is no solution
Hi @MTeshuva,
I apologize for any business or data impact this may be causing.
Our technical support team has clarified that one of the features you are looking for is not available at your subscription level and recommended that you reach out to DocuSign support for assistance with this error.
If you have any questions about your outstanding support tickets, I would recommend replying to them to continue to get assistance from our support team.
I also wanted to clarify that @Jigar_Thakker is a community member who helps other members of the community.
I would recommend getting in contact with your HubSpot representative
if you have any feedback on this integration or subscription feedback.
Thank you,
Kristen
Hi @MTeshuva,
I would love to help out with this, if you’re willing to try a different solution?
We have an App on the HubSpot Marketplace that is simpler and more tightly integrated than the Docusign one. It is called Portant and it takes information from Deals (and associated objects*, like contacts*) and generates custom documents, which can then be sent to be signed. You can check it out here:
It could be a good option if you already have a document templates in Google Docs/Slides or Microsoft Word or Powerpoint becasue Portant uses these file types as the template.
Also, I am happy to hop on a call to help you get set up 
Please let me know if you have any questions.
Cheers,
James
Hey James,
Could we please set up a call? Do you have any time Friday 22nd at 4:30pm?
Can I use Potent with DocuSign?
Thank you,
Hi there,
Awesome. I didn’t revcieve the email, but here is my calendly link: Calendly
I look forward to chatting soon.
Cheers,
James
Hey James, do you have any time after 8am UK time? the only availability I can see is between 2am - 6am UK time
Hi there,
I should have some better timings on Tuesdays and Wednesdays between 11am and 12pm UK time. Would that work for you.
(You should be able to book these times using the Calendly link now)
Cheers,
James
James thank you for getting back to me. I have emailed you to organise a time if you are free tomorrow, can I use this alongside DocuSign to make it work? thanks
Yeah, that sounds super frustrating, especially since you’re relying on this integration for something as crucial as contracts. Here are a few things you can try: User Permissions: If others can’t see signed contracts, double-check that the user permissions in both DocuSign and HubSpot are set right. Sometimes, it’s just a matter of tweaking access settings.Re-connect the Integration: It might help to disconnect the DocuSign integration from HubSpot and then reconnect it. Go to Settings > Integrations > Connected Apps and try removing and re-adding DocuSign. A refresh like this can sometimes fix annoying sync issues.Check the Error Logs: Look at the error logs in HubSpot for any clues. It might show specific issues like missing fields or data mismatches that could be causing the sync errors. API Check: Make sure the API connection between the two platforms is working properly. Sometimes tokens expire, and that can break the connection.Integration: If the standard integration just isn’t cutting it and support isn’t helpful, going for a custom setup might be the way to go. It could ensure that everything works exactly how you need it.
If these don’t help, it’s worth pushing both HubSpot and DocuSign support a bit more—or even looking at alternative tools.
We at Cloudify can help get HubSpot and DocuSign integrated properly. Plus, we offer custom integrations if you need something more tailored. As a HubSpot gold-certified agency partner, we’ve got your back