DocuSign Integration

JoeMayall

An integration that helps DocuSign users create, send, and track DocuSign envelopes from a contact, company, or deal record inside of HubSpot.

5 Replies
Status updated to: In Beta
JoeMayall
HubSpot Product Team

Hi folks!

 

I wanted to let everyone know our Product team is currently exploring this capability with a private Beta. All future news and development will be relayed through this thread, so stay tuned here!

 

Best,

Joe

JoeMayall
HubSpot Product Team

Hey folks!

 

I'm happy to report the DocuSign integration is now in open beta. If you'd like to gain access, please contact your HubSpot point of contact (CSM, Customer Support).

 

Best!

Joe

Jaimem
Member | Platinum Partner

Hello,

 

Very good news about this functionality could invite me to the beta!

 

Thank you

Status updated to: Delivered
poconnell
HubSpot Product Team

Hi All, 

 

Thanks for your continued interest in HubSpot itegration with DocuSign. 

We have now launched the DocuSign integration. 

 

To install the integration, please go to our DocuSign Integraiton Marketplace Listing.  

To find out more information, check out our Knowledge Base Doc . 

 

Thanks 

Patrice

 

HubSpot Product Manager

Ivan_Rodriguez
Member

How can I trigger a workflow when a document is completed?

 

When I create a Workflow based on:

 

DocuSign: Contact timeline event template -> Envelope Status

 

Ivan_Rodriguez_0-1621039491958.png

 

I can't select or add an option of "Completed"