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.

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

Before you begin

• You must be a super admin or have App Marketplace permissions in your HubSpot account.
• You must have a paid DocuSign plan. 

Connect the app

•  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 will be redirected to your Connected apps page.

Learn how to import historical DocuSign envelopes. 

Manage your DocuSign settings

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

To 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.

To change your connected 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.

To view all connected users:

• Click the Connected users tab.
• The table shows all HubSpot users and DocuSign user accounts, and the connected status. 

Discover new features

To discover new features with the DocuSign app:

• Click the Feature Discovery tab
• You can review the following DocuSign features:
  • Set up custom mappings
  • Add the integration card to the middle column of a record
  • Use DocuSign actions in workflows
  • Send envelopes from HubSpot
  • Import DocuSign envelopes

Review property mappings

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

• Click the Property Mappings tab.
• Click Contact, Company, or Deal to review mappings between HubSpot properties and DocuSign document custom fields. If a property isn't mapped, data won't be included in the envelope. 
• To add a custom 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 map properties between HubSpot and DocuSign, create and send DocuSign documents from HubSpot, use HubSpot fields in your DocuSign template, and use DocuSign events to trigger HubSpot workflow actions. 

Create and send DocuSign documents

If you've added the DocuSign card to the middle column of your record, you can also add envelopes from DocuSign to the record: 

• In the DocuSign integration card, click Add from DocuSign. 
• In the right panel, select the envelope and click Add. 

In this DocuSign integration card, you can review which templates have been sent to a record, the status, the recipients, the sender, and the create and last updated dates. 

Create and send envelopes

• In your HubSpot account, navigate to your contact, company, or deal record. 
  • 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.
• To add an existing envelope:
  • in the DocuSign integration middle card, click Add from DocuSign to add an existing envelope.
  • In the right panel, select the envelope and click Add.
• To create a new envelope, click Create new. 
  • In the right panel, click the DocuSign account dropdown menu and select the DocuSign account.
  • Click the Use a template dropdown menu and select an existing template, or select Without template to start from scratch. 
    
    • If you selected an existing template, review any attached documents.

• On the Documents tab, review the attached documents. You can also upload documents from your computer.
  • Click Add document and select Browse files to add a file from the file manager, or Choose existing attachments to add 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. This order is not necessarily in the same order as the contacts in the associated Contact card in the right sidebar.
  • Click Add new recipient and add any details for other recipients. 
  • In the Document fields section, review any HubSpot suggested values. 

• On the Message tab, write a message for your recipients to read.
  • Click to toggle the Custom email and language switch on to choose the language and customise the message the recipient(s) receives.
    • Click the Language dropdown menu and select a language.
    • Enter the Email subject and Email body. 
• On the Review tab, review the DocuSign document. 
• 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 all the relevant permissions. 

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 (i.e. HubSpot properties listed when the app is first connected) can be used in your DocuSign templates. Fields added directly in the HubSpot embedded view will not be applied. The predefined fields can be found in your DocuSign settings. It is not possible to add custom HubSpot fields at this time. 

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 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 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, Operations Hub, and Service Hub Professional and Enterprise)

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

• In your HubSpot account, navigate to Automations > Workflows.
• Click Create workflow.
• Select Contact-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, click the settings settings icon in the top navigation bar.
• In the left panel, navigate to Integrations > Connected apps.
• Hover over the DocuSign app and click Actions > Uninstall.
• In the pop-up window, type the required text and click Uninstall.