Sales Integrations

aaron12
Teilnehmer/-in

Docusign Integration help

Hello,

 

We are trying to set up Docusign in Hubspot.  Unfortunately the integration links directly to 'templates'.   

 

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And there is no way to just get into Docusign's native website to use how we need to.

 

This is a massive limitation.  For one, you can only select 1 template at a time, where as the native Docusign application you can select multiple.

 

Is there any way to simply have the sidebard Docusign link take you to the Docusign website (via automatic authentication)?   This 15 second video should hopefully make sense.   https://www.loom.com/share/7ab082a186bf4356b7635c316e611d9b

 

Thank you for the help!

3 Antworten
Ceridwen1971
Teilnehmer/-in

Docusign Integration help

#following - we also need to have the HubSpot Docusign integration work the way it does with SalesForce. In SF we are able to attach additional documents to a single docusign envelope for a customer to review. This doesn't exist in the HubSpot integration. We are open to another solution, but need some help figuring out what that should be.

0 Upvotes
aaron12
Teilnehmer/-in

Docusign Integration help

Thanks Stjepan,

 

I did see that Docusign article. Unfortunately it still forces you to start by selecing a template from what I can tell.  That's not going to work for us as you can only select one template at a time.   Will see if we can find a work around.  Thanks!

 

Aaron

StjepanGrcic
Stratege/Strategin | Diamond Partner
Stratege/Strategin | Diamond Partner

Docusign Integration help

Hi @aaron12 

 

Hope this article can help you how to set everything up.

You can also use Zapier in some cases. 

 

Cheers!

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0 Upvotes