The Latest HubSpot and DocuSign Integration Guide

Are you looking for a seamless workflow that includes virtually sending documents for your customers to sign? You can integrate DocuSign into your HubSpot to make it all possible. In this video, we’ll show you how to connect DocuSign to your HubSpot account, and how to set it up in a workflow.

In this video we’ll cover:
- How the docusign hubspot integration works
- How to integrate DocuSign into HubSpot
- Creating and sending a custom document with the hubspot docusign setup
- How to add a DocuSign template into a workflow

00:00 Introduction
00:20 Connecting Apps
00:53 Create a Template in DocuSign
01:32 Customizing the Sample Legal Document
02:42 Finding DocuSign in HubSpot
03:13 Send a Template
03:46 Build a Workflow with DocuSign Automation
05:05 An Important Note About Users

_______________

📚ADDITIONAL RESOURCES:

_______________

🎬ABOUT HUBSPOT HACKS:

Hosted by:

_______________

💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!

#hubspot #hubspotintegrations #hubspotworkflows

[federicoweninger]

Can you use the "autoplace" tool for the fields that need to be filled by the customer?

[taipanconsulting]

Can you also access properties from custom objects?

[amyhammett]

Workflow question here: Have you figured out a way for HubSpot to trigger when the Docusign is actually "Complete" (meaning all signatures completed) to then send the deal to another stage in the pipeline?

[ahmedmeabed]

Hi, is there a way I can make docusign automatically fetch the deal info fields such as company, deal amount, deal duration, and deal items?

[tcsphilly]

What if we need to send an envelope to more than 1 signee?