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Docusign + HubSpot

Send Docusign envelopes using template when HubSpot deal stages are updated

Streamline your sales process with this efficient solution that reacts to changes in your HubSpot deal stages. When a deal stage is updated in HubSpot, this triggers an envelope to be sent using a template in Docusign. This seamless automation ensures timeous contract sending, speeding up your closing process and augmenting your deal management strategy.

Streamline your sales process with this efficient solution that reacts to changes in your HubSpot deal stages. When a deal stage is updated in HubSpot, this triggers an envelope to be sent using a template in Docusign. This seamless automation ensures timeous contract sending, speeding up your closing process and augmenting your deal management strategy.

  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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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
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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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