Docusign Enhanced Integration

In the modern sales landscape, speed, accuracy, and a smooth customer experience are non‑negotiable. The manual back-and-forth of sending contracts, chasing signatures, and updating HubSpot records isn’t just a time-sink—it introduces risk, bottlenecks, and inconsistent data. By leveraging Integration Glue’s HubSpot Docusign Enhanced Integration, you can turn Docusign and HubSpot into a single, automated workflow engine that reliably handles the heavy lifting in the background.

Key Benefits of the Integration

The primary goal of this integration is to keep your sales and marketing teams within the HubSpot environment they already know, while automating the heavy lifting of document management.

Real-Time Workflow Visibility

Sales teams no longer need to guess if a client has opened a proposal or signed an agreement. With real-time notifications flowing back into HubSpot, you can see exactly when a document is viewed, signed, or completed. This insight enables perfectly timed follow-ups, keeps deals moving, and reduces the manual “just checking in” guesswork.

Enhanced Data Accuracy & Security

Centralized Storage: Executed documents are automatically captured against the relevant object and stored as a note in the HubSpot activity timeline.
HubSpot File System: Signed documents are stored within your own HubSpot portal, ensuring your team has access to the files they need, when they need them.
Extended Storage Options: You can pair this with the HubSpot SharePoint integration or HubSpot Google Drive integration to save copies of these documents to your preferred document storage platform.

Deep Customization with "Integration Glue"

Unlike standard connectors, using Integration Glue allows you to pull data from any field, including Custom Objects. You can surface specific information from a custom object property and use it to populate a document or trigger a specific workflow action.

Key Features

Capture signed documents in HubSpot

Unlike other integrations, our enhanced integration will capture the signed copy of your Docusign document in a note in the object's activity timeline.

Send Docusign documents via workflows

Trigger document sends directly from HubSpot workflows with up to 4 signatories and CC contacts.

Sending Docusign templated documents from HubSpot

Once created in Docusign, your document templates will work seamlessly with HubSpot.

Void Docusign Envelope

Void a previous envelope sent by the integration from HubSpot; the system will automatically notify the recipient with your reasoning.

Zero Data Retention

Integration Glue acts as a bridge; it reads and outputs data directly to your portal without storing your sensitive information.

Create and populate custom properties

By default installing the app will create required properties against Contacts, Companies, Tickets and Deals in your HubSpot Portal. Run the Create Required Docusign Properties action from a workflow to automatically create these properties on the enrolled custom object.

Support / Knowledge Base

Usage & pricing

When you register for Integration Glue, you will get access to a whole bunch of HubSpot data and productivity apps, such as DocMergy Automated Document generation for Office or Google Drive, or data formatting actions.

Integration Glue pricing is based on utilization, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.

There are 8 actions in this app:

Docusign Send Document for Signature - 10 credits per run
Docusign Send Document for Signature | Advanced (Beta) - 10 Credits per run
Send Docusign Template (<10 custom fields) - 10 credits per run
Send Docusign Template (<25 custom fields) - 10 credits per run
Send Docusign Template (Docusign Mapping) - 10 credits per run
Replace documents on an existing Docusign envelope - 1 credit per run
Void Docusign envelope - 2 credits per run
Create Required Docusign Properties - 1 credit per run

Free

Great for small teams starting out or anyone who wants to learn more.

Includes 100 credits; Actions use 1-10 credits each time they run = 20-50 runs of the Custom Actions (dependent on actions used).

No setup fee, all automations stop once your Credits are used.
Get started on our free plan - No credit card required, cancel at anytime.

Starter

For growing teams who want no disruptions

Includes 10,000 credits; Actions use 1-10 credits each time they run = 20-50 runs of the Custom Actions (dependent on actions used).

No setup fee, $2 per 1,000 additional credits

Professional

For medium organisations with multiple apps and/or large levels of records

Includes 100,000 credits; Actions use 1-10 credits each time they run = 20,000-50,000 runs of Custom Actions per month (dependent on the actions used).

No setup fee, $1 per 1,000 additional credits

Enterprise

For large Enterprises with multiple apps and large levels of records

Includes 1,000,000 credits; Actions use 1-10 credits each time they run = 100,000-500,000 runs of Custom Actions per month (dependent on the actions used).

No setup fee, $0.50 per 1,000 additional credits

Data & Customisation

Integration Glue does not retain any data or files when using this app; it simply reads and outputs data to your own HubSpot portal.

Have other or more specific requirements? Integration Glue offers customisation and fast track feature enhancements on all our apps.

Can't find what you're looking for? Let us know we are releasing new apps and enhancements monthly.