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 also add custom text fields to the envelope that populate the record’s property values. For example, when sending an envelope from a contact record, the contact's first and last name will be auto-filled in the Docusign envelope. 

Learn more about importing, creating, and managing Docusign envelopes in HubSpot. 

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

Before you get started

• You must have a paid Docusign plan to use this integration. 
• You must be a Docusign Admin in your Docusign account. 

Connect the app

To connect Docusign to HubSpot:

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

In the Docusign integration settings, manage your connected users and account, add an HMAC security key from DocuSign and configure field mappings to use HubSpot contact, company, and deal properties in DocuSign envelopes.

To modify your Docusign settings:

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Docusign. 

• • To add a HMAC security key from Docusign:

• • • In the top right, click Actions > HMAC settings.
    • In the dialog box, enter your HMAC key and click Save changes.
  • To change your Docusign account connected to HubSpot: 

• • • In the top right, click Actions > Change account.
    • In the dialog box, click the Choose an account dropdown menu to select a different connected account.
    • Click Change account.
  • To reconnect your admin user:

• • • In the top right, click Actions > Reconnect user.
    • In the dialog box, enter your Docusign login credentials and click Log in.

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

Manage connected users

View a table of your Docusign connected users and remove them if needed. HubSpot users who haven't installed the Docusign app are still able to connect their Docusign user to HubSpot.

To view and manage connected users:

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Docusign.
3. Navigate to the Settings tab.
4. Click Connected users. 
5. The table shows all connected HubSpot and Docusign users, the connected status, and connection date. 
6. 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:

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Docusign.
3. In the top right, click Reconnect user.
4. In the dialog box, enter your Docusign login credentials, and click Log in.

Configure property mappings

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 isn't mapped, you'll need to manually enter the desired value when you create the envelope.

To review property mappings between Docusign and HubSpot records:

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Docusign.
3. Navigate to the Settings tab. Then click Property Mappings.
4. To review mappings between HubSpot properties and Docusign fields, click the tab for the object you want to review.
5. To add a custom field mapping:

• • Click Add new mapping.

• • Click the dropdown menus and select the Docusign field and HubSpot property you want to map.
  • Click Save. 

6. To delete a mapping, hover over a mapping and click Actions > Delete. 

Uninstall the Docusign app

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Hover over the Docusign app and click Actions > Uninstall Docusign.
3. In the dialog box, type the required text and click Uninstall.