Connect HubSpot and Docusign

Connect HubSpot and Docusign to create, customize, send, and track Docusign envelopes from a contact, company, or deal record in your HubSpot account. You can add custom text fields to the envelope that populate the record’s property values. For example, you can auto-populate the contact's first and last name in the Docusign envelope when you send it from the contact record.

Please note: you can use HubSpot property values in Docusign envelopes, however, this is not a data sync app that syncs full record details to Docusign. 

Before you get started

• Be a Super Admin or have App Marketplace permissions in your HubSpot account.
• Have a paid Docusign plan. 

Connect the app

To connect Docusign to HubSpot:

• In your HubSpot account, click the Marketplace icon marketplace in the top navigation bar, then select App Marketplace.
• Use the search bar to locate and select the Docusign app.
• In the upper right, click Install app.
• In the dialog box, enter your login credentials. 
• Click Install. You'll be redirected to your Connected apps page.

Please note: Docusign is a user-level app. This means each HubSpot user must connect their Docusign user. Learn more about connecting your user.

Manage your Docusign settings

As a HubSpot Super Admin, you can discover the Docusign app's features, add an HMAC security key from Docusign, and manage your connected users and account. You can also configure field mappings. This means HubSpot contact, company, or deal properties that can be used within Docusign envelopes.

• In your HubSpot account, navigate to Data Management > Integrations.
• Click Docusign. 
• To add a HMAC security key from Docusign:
  • In the top right, click Actions > Add HMAC security key.
  • In the pop-up window, enter your HMAC key and click Save changes.
• To change your Docusign account 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.
• To reconnect your admin user:
  • In the upper right, click Actions > Reconnect user.
  • In the pop-up window, enter your login credentials and click Login in.

Please note: if you are a user in multiple Docusign accounts, all accounts will be connected to HubSpot.

Manage connected users

You can view a table of your Docusign connected users and delete them. HubSpot users that did not install the Docusign app can connect their Docusign user.

To view and manage connected users:

• Click the Connected users tab.
• The table shows all connected HubSpot and Docusign users , the connected status, and connection date. 
• To delete a user, click Actions > Delete in the table next to the user you want to delete.

To connect your user to the already installed Docusign app:

• In your HubSpot account, navigate to Data Management > Integrations.
• Click Docusign.
• Click Reconnect user.
• In the pop-up window, enter your login credentials, and click Log in.

Configure property mappings

You can create a link between HubSpot properties and Docusign envelope fields using property mappings. For example, you want the contact’s first name to be automatically filled in on the Docusign envelope. You can configure the mapping so that Docusign’s HS Contact First Name field and HubSpot’s First name properties are connected. This means if you use the Docusign field HS Contact First Name in an envelope, Docusign will suggest the HubSpot contact's First name value.

If a property isn't mapped, its value won't be suggested in the envelope. For example, if First name is not mapped, you'll need to manually enter the desired value when you create the envelope.

To review property mappings between Docusign and HubSpot contacts, companies, or deals: 

• Click the Property Mappings tab.
• To review mappings between HubSpot properties and Docusign fields, click an object tab.
• To add a custom field mapping:
  • Click Add new mapping. 
  • Use the dropdown menus to select the Docusign field and HubSpot property you want to map.
  • Click Save. 
• To delete a mapping, hover over a mapping and click Actions > Delete. 

Use the Docusign app

With the Docusign app, you can import historical envelopes to HubSpot, create and send Docusign envelopes from HubSpot, and use Docusign events to trigger HubSpot workflow actions. 

Import Docusign envelopes

If you have Import permissions in HubSpot, you can import historical envelopes to HubSpot.

To 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. 

• Select Envelopes, then click Next.
• 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. 

Create Docusign documents

If you've added the Docusign card to the middle column of your record, you can create new envelopes. You can also review which envelopes have been sent to a record, the status, the recipients, the sender, and the create and last updated dates. 

To create a new envelope:

• In your HubSpot account, navigate to your contact, company, or deal records. 
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
  • In your HubSpot account, navigate to CRM > Deals.
• Click the name of a record.
• In the middle column, navigate to the Docusign integration card.

• Click Create new.
• In the right panel, click the Docusign account dropdown menu and select the Docusign account.

• To select an existing template, click the Use a template dropdown menu and select a template. You can also select Without template.
• Click Create envelope.

• On the Documents tab, review the attached documents. You can also upload documents from your computer, existing files within HubSpot, or attachments from the record.
• On the Recipients tab, choose recipients to receive the envelope.
  • Select which company and deal records you want to use the data from on the envelope.
  • In the Basic information section, review the recipient's details such as their name, email, recipient type, and identity verification. Recipient details will be auto-populated when creating envelopes from a contact or deal record. If there is more than one contact associated with the deal, the recipient details will be prefilled in the order that contact data is received from Docusign.
  • To add other recipients, click Add new recipient and add their details.
  • In the Document fields section, review any HubSpot suggested values.
• On the Message tab, write a message for your recipients.
  • Toggle the Custom email and language switch on to choose the language and customize the message the recipients receive.
  • Click the Language dropdown menu and select a language.
  • Enter the Email subject and Email body.
• On the Review tab, review the Docusign envelope.
• Click Send an envelope to send the document.

Please note: if the Docusign app does not load in HubSpot, please reach out to your Docusign admin to ensure you have the relevant permissions. 

Manage or send existing Docusign envelopes

If you've added the Docusign card to the middle column of your record, you can add existing envelopes from Docusign to the record. You can also edit the envelope, view the history, download the PDF, and remove the envelope from HubSpot.

To manage existing Docusign envelopes:

• In your HubSpot account, navigate to your contact, company, or deal records.
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
  • In your HubSpot account, navigate to CRM > Deals.
• Click the name of a record.
• In the middle column, navigate to the Docusign integration card.
• To add an existing envelope:
  • Click Add from Docusign.
  • In the right panel, select the envelope and click Add. You can also search an envelope by name or date range.

• To edit an existing envelope:
  • Hover over the envelope and click Actions.
  • Click Edit.
  • Navigate through the document editor. Learn more about the editor.
  • Click Send an envelope to send the document.
• To view the envelope history:
  • Hover over the envelope and click Actions.
  • Click View history. For example, you can see the timestamp for when the envelope was sent.
• To remove the envelope from HubSpot:
  • Hover over the envelope and click Actions.
  • Click Remove from HubSpot.
  • Click Remove envelope in the pop-up box. This will not remove the envelope from Docusign.

Use HubSpot properties in your Docusign template

You can insert HubSpot data, such as information from your contact, company, or deal records, directly into your Docusign template. Fields added directly in the HubSpot document editor will not be auto-populated. The predefined fields can be found in your Docusign settings.

To use your HubSpot properties 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 properties begin with HS and you can find them in the Custom Fields section. 
• Save your template.
• Navigate to your HubSpot account and use your template.

Please note: data will only be populated for the 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, Operations Hub, and Service Hub Professional and Enterprise)

You can trigger workflow actions from Docusign events in contact, company, and deal-based workflows.

• In your HubSpot account, navigate to Automations > Workflows.
• Click Create workflow.
• Select Contact-based, Company-based, or Deal-based and click Next. 
• Click Set up triggers. 
• In the right panel, select When filter criteria is met, then Docusign: Contact timeline event template properties. 
• 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.

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

Uninstall the Docusign app

• In your HubSpot account, navigate to Data Management > Integrations.
• Hover over the Docusign app and click Actions > Uninstall.
• In the pop-up window, type the required text and click Uninstall.