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Import DocuSign envelopes

Last updated: May 29, 2024

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Learn how to import historical envelopes from DocuSign into HubSpot. 

Before you begin

Import DocuSign envelopes

  • In your HubSpot account, navigate to CRM > Contacts.
  • In the upper right, click Import.
  • Click Start an import.
  • Select Import objects from apps, then click Next
  • Select DocuSign records then click Next. 


  • 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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