HubSpot Ideas

JoeMayall

DocuSign Integration

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

9 Replies
JoeMayall
HubSpot Alumni

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 Alumni

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

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"

mcraciun
HubSpot Employee

would love to see data sync between the integrations, such as the relevant known information about the contact and associated deal to be filled out on the envelope that is sent via a workflow. 

godiegoarias
Member

As Mcracin says, It would love too, to see data sync between the integrations, such as the relevant known information about the contact and associated deal to be filled out on the envelope that is sent via a workflow. 

 

In fact I NEED this

Amy_A
Member

Yes! I would love to see the data sync between Hub and DocuSign so there is less need for manual data entry. 

MRasing
Member

Not sure if this related to this request, but it would be super helpful if the "signing date" and "create date" would be visible in separate properties. This would enable me to filter on contracts sent in a specific time range or create a dashboard with amount of agreements created per month. Is this already on the roadmap?