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Docusign + HubSpot

Docusign + HubSpot

Docusign + HubSpot integrations

Update contacts list in HubSpot when envelope status is updated in Docusign

Stay on top of your contact management with this handy Docusign to HubSpot workflow. Whenever the status of an envelope changes in Docusign, the corresponding contact will be updated in your HubSpot list. This ensures your contact list is always current, saving you time and effort. Enhance your efficiency and ensure nothing falls through the cracks with this simple automation.

  1. When this happens...
    Envelope Status Updated
    Envelope Status Updated
    Envelope Status UpdatedTriggers 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.
  2. automatically do this!
    Add Contact to List
    Add Contact to List
    Add Contact to ListAdds a contact to a specific static list. (Marketing Hub Starter plans and above)
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More things you can do with Docusign and HubSpot

Discover other triggers and actions you can use with Docusign and HubSpot

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

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    • Events to Monitor
      Required
    Trigger
    Instant
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    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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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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