Loading

DocuSign + HubSpot

Update deals in HubSpot CRM when new envelopes are signed in DocuSign

When you get a signed contract, the first thing you want to do is celebrate, and the last thing you want to do is update your CRM. Use this integration to automatically update deals in HubSpot CRM when envelopes are signed in DocuSign. Stop doing busywork and start celebrating!

When you get a signed contract, the first thing you want to do is celebrate, and the last thing you want to do is update your CRM. Use this integration to automatically update deals in HubSpot CRM when envelopes are signed in DocuSign. Stop doing busywork and start celebrating!

  1. When this happens...
    DocuSignDocuSign
    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.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Welcome

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Help

Related categories

  • Signatures

Similar apps

Dropbox Sign integrationsDropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrationsSignNow integrations

SignNow

Signatures
RightSignature integrationsRightSignature integrations

RightSignature

Signatures
hubspot logo

Related categories

Similar apps

Keap Max Classic integrationsKeap Max Classic integrations

Keap Max Classic

Marketing Automation
Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support