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Docusign + HubSpot

Update HubSpot deals when Docusign envelope statuses are updated

Keep your sales process moving smoothly with this seamless workflow. When an envelope status is updated in Docusign, it will trigger an update to a deal in HubSpot. This streamlines your document management, ensuring that all changes in your agreements are immediately reflected in your sales system. This integration helps you to stay organized without lifting a finger.

Keep your sales process moving smoothly with this seamless workflow. When an envelope status is updated in Docusign, it will trigger an update to a deal in HubSpot. This streamlines your document management, ensuring that all changes in your agreements are immediately reflected in your sales system. This integration helps you to stay organized without lifting a finger.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers 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.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
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    • Events to MonitorRequired

    Trigger
    Instant
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  • Docusign triggers, actions, and search

    Envelope Corrected

    Triggers when an envelope is corrected.

    Trigger
    Instant
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  • Docusign triggers, actions, and search

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

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

    Envelope Completed

    Triggers when an envelope is completed.

    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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