Docusign sync

[NSegal]

I have the Docusign integration for HubSpot set up, but envelopes (with any status: sent/complete/etc.) aren't appearing automatically in the docusign integration card with HubSpot contacts - meaning I can't see the envelopes once sent and not if they're completed. I am able to pull them in manually though.

Any clue how to get the sync to be automatic?

[PamCotton · Accepted solution]

Hey @NSegal, thank you for posting in our Community!

 It sounds like there might be a sync setting or configuration issue with your DocuSign integration. First, ensure that the integration settings in both DocuSign and HubSpot are set to sync automatically. In HubSpot, navigate to your DocuSign integration settings to verify that automatic syncing is enabled and that all required permissions are granted. If the settings look correct, try disconnecting and reconnecting the integration to reset the connection. 

Also, check the logs or any error messages in both applications for additional clues. Let us know how this works

Kindly,

Pam