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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.

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    When this happens...
    DocuSignDocuSign
    Envelope Sent or Completed

    Triggers when an envelope is sent or completed. 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 or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    ActionWrite

Supported triggers and actions

What does this mean?
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docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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HubSpot is your all-in-one stop for all of your marketing software needs.
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