Sales Integrations

Ben-Thompson
Participante

Docusign into HubSpot?

resolver

Hi all. need some help. Can DocuSign be integrated with Hubspot? If so, how? 

2 Solução aceitas
AngelaHicks
Solução
Alunos da HubSpot
Alunos da HubSpot

Docusign into HubSpot?

resolver

Hi Ben,

 

 

It appears that Zapier is considering building out a connection between Docusign and HubSpot in order to automatically push/pull information across the two platforms. I'd recommend upvoting the integration here: https://zapier.com/zapbook/docusign/hubspot/ 

 

If you are willing to use a different signature service, HelloSign has built an integration that you could set up today: http://www.hubspot.com/integrations/hellosign

Best,
Angela | HubSpot Academy

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Coking
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Docusign into HubSpot?

resolver
16 Respostas 16
Coking
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Docusign into HubSpot?

resolver

A DocuSign + HubSpot integration is now live in our marketplace. https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/docusign-224321

aaldea
Participante

Docusign into HubSpot?

resolver

Our process currently is to use Templates in Hubspot with the enrollment paperwork linked to Docusign powerforms so that the link never needs to change in the template, its a static link. I don't think the current Docusign/Hubspot integration will work for us. We would like to have the documents automatically uploaded to the users profile in Hubspot when they complete the forms in Docusign and also have certain fields in their Hubspot profile automatically populated.

0 Avaliação positiva
Alevin104
Participante

Docusign into HubSpot?

resolver

This is awesome! Is there any capability coming to map Hubspot properties to Docusign fields in order to auto-populate information on the document?

Coking
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Docusign into HubSpot?

resolver

Hi! We're considering building a direct integration between HubSpot and DocuSign. Please help us learn more about your use cases by filling out this survey

 

Thank you!

REJE
Participante

Docusign into HubSpot?

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Would be great if there was a direct API connection to Docusign vs. 3rd party integration API.

silvacarl
Membro

Docusign into HubSpot?

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hellosign seems to be gone, am i somehow missing in in hubspot integrations?

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Coking
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Docusign into HubSpot?

resolver
0 Avaliação positiva
richardhh
Participante

Docusign into HubSpot?

resolver

Any solution for this? Does anyone by chance has solved the contact sync or history event updates with Docusign?

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gil100
Top colaborador(a)

Docusign into HubSpot?

resolver

The solution I've found which works well is the connector from Workato. I use their free version and it took a few tweaks but it was fairly simple. Any change of status of a document in Docusign is updated in the timeline and creates a task to the owner.

aaldea
Participante

Docusign into HubSpot?

resolver

Looks like workato no longer has a free version. Now their minimum package is $10,000/year! I'm looking at zapier and their free version might work for us.

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gil100
Top colaborador(a)

Docusign into HubSpot?

resolver

Anyone know if since these answers were posted, there is any update on the status with Docusign?

 

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AngelaHicks
Alunos da HubSpot
Alunos da HubSpot

Docusign into HubSpot?

resolver

Hi Gil, 

 

That's a question for Zapier -- the company that's considering building the integration. Click here to upvote/contact Zapier. 

Best,
Angela | HubSpot Academy
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gil100
Top colaborador(a)

Docusign into HubSpot?

resolver

Thanks, I've voted at Zapier, was just wondering if Hubspot has made any progress in the subject (though I saw no indication to that)

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AngelaHicks
Alunos da HubSpot
Alunos da HubSpot

Docusign into HubSpot?

resolver

Hi @gil100

 

As mentioned in the first post, HubSpot isn't working on an integration. The companies that have integrations into HubSpot build and manage the integration. So the companies here: https://www.hubspot.com/products/integrations

 

have created an integration to connect to HubSpot. Zapier is a company that specializes in connecting software and building integrations. They have suggested that they may build one for Docusign + HubSpot, which is what you upvoted.

 

If you're a paid customer of Docusign, might you have a contact there to ask if they have any intentions of integrating with HubSpot?

Best,
Angela | HubSpot Academy
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Anonymous
Não aplicável

Docusign into HubSpot?

resolver

Thanks for posting this to the community @Ben-Thompson and for the answer @AngelaHicks - good to know!

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AngelaHicks
Solução
Alunos da HubSpot
Alunos da HubSpot

Docusign into HubSpot?

resolver

Hi Ben,

 

 

It appears that Zapier is considering building out a connection between Docusign and HubSpot in order to automatically push/pull information across the two platforms. I'd recommend upvoting the integration here: https://zapier.com/zapbook/docusign/hubspot/ 

 

If you are willing to use a different signature service, HelloSign has built an integration that you could set up today: http://www.hubspot.com/integrations/hellosign

Best,
Angela | HubSpot Academy