1.Monitors envelope completed
Integrate DocuSign and eSignature events to detect envelope completion and pass signer and document details into the workflow.
Update CRM contact record when contract signing completes
Automatically detect envelope completion across DocuSign and HubSpot. Create and update contact records when envelope metadata qualifies, when signer details arrive, or when document type tags matchβso you can find contacts, set signed status, and apply signature categories without manual CRM updates.
How this automation updates your signed-contact records
When envelopes complete, CRM records can lag behind and signing context gets lost for follow-up. This automation detects completed envelopes, finds the matching contact, and updates signed status and category tagsβso your team can act on signed deals without manual CRM updates.
Docusignor swap with your favorite app
2.Filters qualifying document types
Integrate Filter by Zapier and workflow branching to route only the document titles and categories you want to process.
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3.Finds contact by signer email
Integrate HubSpot and CRM lookup tools to search contacts by signer email and return the first matching contact.
HubSpotor swap with your favorite app
4.Updates contact signed status
Integrate HubSpot and CRM properties to update signed status and set the configured document category tag on the contact.
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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