Docusign + HubSpot

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.

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...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create Deal Deprecated

    Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

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  • Marketing Automation

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