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Integrations

Use HubSpot's integration with DocuSign

Last updated: October 15, 2021

Applies to:

All products and plans

Use the DocuSign integration to create, customize, send and track DocuSign envelopes from a contact, company or deal record in your HubSpot account.

Please note: you cannot sync information about contacts, companies, deals or documents between HubSpot and DocuSign.

Integration requirements

You must be a Super Admin or have App Marketplace permissions in your HubSpot account.

Install the integration

  •  In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • Use the search bar to locate and select the DocuSign integration.
  • In the upper right, click Install app.
  • Login to your DocuSign account.
  • When the integration is installed, you will be redirected to your Connected apps page.

Use the DocuSign integration

Create and send documents

You can select an envelope template from your contact, company and deal records. When a template has been selected you can add recipients and edit your subject line and message. 

  • In your HubSpot account, navigate to contacts, companies or deals.
  • Click the name of a record.

  • In the right panel in the DocuSign section, click Send from a template.

docusign

  • Select your template, then click Next.
select-docusign-template-1
  • In the next screen, customize your envelope:

1. Review documents in your envelope: verify the documents in your selected template.


2. Add recipients to your envelope by searching your HubSpot contacts. When sending an envelope from a contact or deal record, the name and email of the recipient will be auto-populated.

    • Add recipients to your envelope.
    • Click the + to add more recipients.
    • Click X to remove recipients.
    • Select a Recipient type.

add-recipients-docusign
3. Customize the email message for your recipients: add an Email subject and Message for recipients. If you want to write a different message for each recipient select the Custom email message for each recipient check box.

customize-message-docusign

  • Click Send to recipients.
  • If you'd like to edit your document, click Edit documents. Then, click the Actions dropdown menu to edit your document:
    • Edit Message: edit the subject line and message that will accompany your document.
    • Edit Recipients: edit the recipients that will receive the document.
    • Edit Documents: edit the documents that will be sent to your recipients. You can upload new documents, use a template or upload from cloud.
    • Advanced Options: edit recipient privileges, set up reminders, set an expiration date, and enable comments.
    • Shortcut Keys: edit and set up shortcut keys as an alternative to mouse controls to perform common actions on recipient fields.

select-docusign-template

  • When you are finished editing, click Recipient preview to preview the document.
  • To send the document, click Send.
  • When the document has been signed by the recipient the status on the contact, company or deal record will change to Completed.
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Use HubSpot fields in your DocuSign template

You can insert HubSpot data, such as information from your contact, company, or deal records, directly in to your DocuSign template. Only predefined HubSpot fields can be used in your DocuSign templates and and fields added directly in the HubSpot embedded view will not be applied. 

To use your HubSpot fields in DocuSign:

  • Log in to your DocuSign account.
  • Create a template in your DocuSign account.
  • Select a HubSpot field and add it to your template. All HubSpot fields begin with HS.
  • Save your template.
  • Navigate to your HubSpot account and use your template.

Please note: data will only be populated for the object record that the template is being created from. For example, if you're creating a template from the deal record, only deal properties will be populated. 

Use DocuSign events to trigger workflow actions (Marketing Hub, Sales Hub and Service Hub Professional and Enterprise)

You can trigger workflow actions from DocuSign events in contact workflows.

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click Create workflow.
  • Select Contact-based as your workflow type, then click Create workflow.
  • Click the Contact enrollment trigger to add an enrollment trigger. In the right panel, select DocuSign: Contact timeline event template or select your own enrollment triggers.

docusign-workflow-enrollment

  • Once your enrollment triggers have been set, you can add actions.
  • To send a DocuSign envelope, select Send DocuSign envelope in the workflow actions list. Select the User and Template.

send-workflow-envelope-docusign

When your workflow is turned on you may encounter some error messages:

The DocuSign workflow template does not have any placeholders or recipients.

You can resolve this error by navigating to your DocuSign template and ensuring you have the correct amount of placeholders or recipients added. This error relates to Contacts or Deals only.

The DocuSign workflow template does not have any recipients.

You can resolve this error by navigating to your DocuSign template and ensuring you have the correct amount of recipients added. This error relates to Contacts only.

The DocuSign workflow template does not have any documents attached.

You can resolve this error by navigating to your DocuSign template and ensuring you have the correct documents added.

The number of deal contacts is more then placeholders in template.

If the number of deal contacts is more than the number of placeholders in your template HubSpot will cut off the contacts list to the placeholders size and add only these contacts will receive the envelope. For example, if you have three contacts and only two placeholder on the template, only the first two contacts will be added. Please ensure that your template contains enough placeholders for the number of contacts you wish to send the envelope to.

Auto-population for deal contacts was limited to number of placeholders in your template. OR Your contact wasn't auto-populated as new recipient because template contains same email.

If the recipient email is equal to the contact email, HubSpot will skip auto-populating contacts from the HubSpot record.

Manage your DocuSign settings

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left panel, navigate to Integrations > Connected apps.
  • Click on the DocuSign integration.

View your mapped fields

  • Navigate to the Mapped fields tab.
  • View a list of your HubSpot properties and their corresponding DocuSign fields.

Add a HMAC security key

  • In the top right, click Actions > Add HMAC security key.
  • In the pop-up window, enter your HMAC key and click Save changes.

DocuSign-HMAC-key

Change your connected DocuSign account

If you are a user in multiple accounts, all accounts will be connected to HubSpot. 
  • In the top right, click Actions > Change connected account.
  • In the pop-up window, click the Choose an account dropdown menu to select a different connected account.
  • Click Change account.

Uninstall the DocuSign integration

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left panel, navigate to Integrations > Connected apps.
  • Hover over the DocuSign integration and click Actions > Uninstall.
  • In the pop-up window, type the required text and click Uninstall.
uninstall-docusign