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Docusign + HubSpot

Send envelopes using template in DocuSign when deal stages are updated in HubSpot

Keep your document signing process in sync with your deal stages with this seamless workflow. When you update a deal stage in HubSpot, it initiates the sending of an envelope using a template in DocuSign, thus ensuring that all necessary paperwork is promptly dispatched. Your document management becomes smoother and more efficient, leaving you with more time to close deals and grow your business.

Keep your document signing process in sync with your deal stages with this seamless workflow. When you update a deal stage in HubSpot, it initiates the sending of an envelope using a template in DocuSign, thus ensuring that all necessary paperwork is promptly dispatched. Your document management becomes smoother and more efficient, leaving you with more time to close deals and grow your business.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerPolling
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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    • Property NameRequired

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    Instant
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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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