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Docusign + HubSpot

Docusign + HubSpot

Docusign + HubSpot integrations

Create HubSpot deals when new DocuSign envelopes are sent or completed

Effortlessly stay on top of your sales process by connecting DocuSign with HubSpot using this automation. When an envelope is sent or completed in DocuSign, a new deal is created in HubSpot, ensuring that your sales pipeline remains updated and accurate. Streamline your workflow and save valuable time by automatically connecting these two essential apps.

  1. When this happens...
    Envelope Status Updated
    Envelope Status Updated
    Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
  2. automatically do this!
    Create Deal Deprecated
    Create Deal Deprecated
    Create Deal DeprecatedCreates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.
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More things you can do with Docusign and HubSpot

Discover other triggers and actions you can use with Docusign and HubSpot

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
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    • Events to Monitor
      Required
    Trigger
    Instant
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    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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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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