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.

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. 

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

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.

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

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. 

Please note: to map a custom DocuSign field, it should have a unique tooltip and a text field type. 

View connected users

To view all connected users:

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

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

You can create and send DocuSign documents from your contact, company, and deal records in HubSpot by selecting an envelope template. 

• 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. 
• You can send a document from either the DocuSign panel on the right-side of the record, or from the DocuSign integration card in the record's middle column. To add the DocuSign integration card to the middle column of a record, follow the instructions in this article. 

• Click Send from a template in the DocuSign card in the right panel, or Add from template in the DocuSign integration card in the middle column. 

• Select your template, then click Next.

• In the next screen, customize your envelope:
  • In the Review documents in your envelope section, verify the documents in your selected template.
  • In the Add recipients to your envelope section, review the name and email for the recipients. 
    
    • To add a recipient, click Add new recipient and enter the details.
    • Click X to remove a recipient.
  • In the Customize the email message for your recipients: section, add an Email subject and Email message for recipients.
• Click Send to recipients to send the template. 
• To edit the template, click Edit in DocuSign. 
• 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.

• When you are finished editing, click 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.

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. 

Please note: if the DocuSign app 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 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 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 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:

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.