Docusign + HubSpot
Create or update HubSpot contacts for new sent or completed envelopes in DocuSign
When you have new sent or completed online documents, you'll also want to add the details to your CRM. This integration does just that by automatically creating/updating a contact in HubSpot when envelopes are sent or completed in DocuSign. Your CRM will have all the updated information for documents you send to contacts going forward.
When you have new sent or completed online documents, you'll also want to add the details to your CRM. This integration does just that by automatically creating/updating a contact in HubSpot when envelopes are sent or completed in DocuSign. Your CRM will have all the updated information for documents you send to contacts going forward.
- When this happens...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.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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