Use HubSpot's integration with DocuSign

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 Marketplace icon 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.
• Log in to your DocuSign account.
• When the integration is installed, you will be redirected to your Connected apps page.

Use the DocuSign integration

Below, learn how to create and send documents using the DocuSign integration, use HubSpot fields in your DocuSign template, and use DocuSign events to trigger HubSpot workflow actions. 

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.

• Select your template, then click Next.

• In the next screen, customize your envelope:
  • Review documents in your envelope: verify the documents in your selected template.
  •  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.

• • 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.

• • • 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.

• 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.

Please note: if the DocuSign integration does not load in the 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 integration 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 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.

• 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:

Manage your DocuSign settings

• In your HubSpot account, click the settings settings icon 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.
  
  

Change your connected DocuSign account

• 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 settings icon 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.