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Create or update HubSpot contacts for new sent or completed envelopes in DocuSign

  1. When this happensStep 1: Envelope Sent or Completed

  2. Then do thisStep 2: Create or Update Contact

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.

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