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Import DocuSign envelopes

Last updated: November 8, 2024

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Learn how to import historical envelopes from DocuSign into HubSpot.

Before you begin

You must connect HubSpot and DocuSign.
You must have Import permissions in HubSpot.

Import DocuSign envelopes

In your HubSpot account, navigate to CRM > Contacts.
In the upper right, click Import.
Click Import a file.
Select Objects from an app.
Select DocuSign records then click Next.

import-docusign-records

Select Envelopes, then click Next.

Filter and review the import

On the Confirm screen, review the number of envelopes you are importing into HubSpot.
To filter for specific envelopes, click Add filter.
In the right panel, click the Select a filter dropdown menu and select a filter.
Select the property operators.
Click Apply filter.
Click Begin import. You'll be redirected back to the Imports screen. When your import is complete, it will appear in the import table.

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