HubSpot + DocuSign Integration powered by Integration Glue
Our enhanced DocuSign integration is designed for the needs of today's digitally focused businesses, to realise the full potential of using DocuSign with HubSpot.
This integration goes over and above the existing HubSpot DocuSign connector, to automate the eSign process and surface DocuSign data and signed documents against HubSpot records.
Find out more below
Key Benefits of this Integration
Improved sales and
marketing workflows
Real-time notifications and document status updates keep your sales teams well-informed throughout the signing process, because they know what documents are being looked at and when, Marketing teams can also incorporate record signing into their campaigns, delivering a more unified customer experience.
Enhanced data accuracy
and security
Centralised storage of signed documents and associated data makes it simple for your team to access what they need when they need it. Secure cloud storage of signed copies mitigates the risk of data loss. This integration ensures adherence to legal and regulatory requirements, offering peace of mind regarding data protection and privacy.
How does the Integration work?
1
Install the HubSpot & DocuSign Integration Glue apps.
2
Create a HubSpot workflow to send documents to DocuSign for eSign using a custom DocuSign workflow action.
3
When triggered DocuSign will email specified recipients requesting them to sign the document.
4
eSign failures and successes are captured against the HubSpot record.
5
Once final signed DocuSign PDF is uploaded to HubSpot and associated with the original record.
