An integration that helps DocuSign users create, send, and track DocuSign envelopes from a contact, company, or deal record inside of HubSpot.
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
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
Hello,
Very good news about this functionality could invite me to the beta!
Thank you
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
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
I can’t select or add an option of “Completed”
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.
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
Yes! I would love to see the data sync between Hub and DocuSign so there is less need for manual data entry.
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?
Hi there, we built a custom object for our business. This custom object is where we want to create and send DocuSign envelopes from. However, the DocuSign integration only allows this to be visible from Contact records. Any near term plan to be able to put the DocuSign integration within a custom object record? This is critical to our business, and I assumemany other businesses, and the integration does everything we need except this critical piece. We have to be able to see the envelopes/associate them to custom object records, because contacts come and go, but the DocuSign envelopes need to be associated with the custom object record. Thanks for your time.