Use the Docusign integration

Use the DocuSign app to create, send, and manage DocuSign envelopes from HubSpot. You can import historical envelopes, track envelope activity on contact, company, and deal records, and add existing DocuSign envelopes to HubSpot records. If you use workflows, trigger workflow actions based on DocuSign events and automatically send envelopes as part of your business processes.

Import Docusign envelopes

To import existing Docusign envelopes:

1. In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
2. In the top right, click Add contacts > Import.
3. Click Import data.
4. Select Objects from an app.
5. Select Docusign records, then click Next. 

6. Select Envelope, then click Next.
7. On the Confirm page, review the number of envelopes you’re importing into HubSpot. 
8. To filter for specific envelopes, click Add filter.

• • In the right panel, click the Select filter dropdown menu and select a filter. 

• • Select a property operator. 

• • Click Apply filter. 

9. Click Begin import. You'll be redirected back to the Imports page. When your import is complete, it'll appear in the import table. 

Create Docusign envelopes

If you've added the Docusign card to the middle column of your records, you can create new Docusign envelopes directly in HubSpot. View 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:

1. In your HubSpot account, navigate to your contact, company, or deal records. 

• • In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
  • In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly.
  • In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.

2. Click the name of a record.
3. On the Docusign integration card, click + Create new.

4. In the right panel, click the Docusign account dropdown menu and select the Docusign account.
5. To select an existing template, click the Use a template dropdown menu and select a template. Or, select Without template.
6. Click Create envelope.
7. 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.
8. On the Recipients tab, choose recipients of 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's more than one contact associated with the deal, the recipient details will be prefilled in the order that contact data is received from Docusign.
  Please note:
  

  • Only fields mapped to properties on the Contact or Deal record used to create the envelope are automatically populated.
  • Mapped fields are not automatically populated when creating an envelope from a company record, as the envelope wizard does not initially set any recipients from the company record.
  • For other mapped object properties, populate fields manually by clicking Use next to an individual field to populate it. Click Apply all suggestions to populate all remaining mapped fields automatically.
  • To add other recipients, click Add new recipient and add their details.
  • In the Document fields section, review any HubSpot suggested values.

9. 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.

10. On the Review tab, review the Docusign envelope.
11. Click Send an envelope to send the document.

Please note: if the Docusign app doesn't load in HubSpot, please reach out to your Docusign admin to ensure you have the required permissions.

Manage or send existing Docusign envelopes

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

To manage existing Docusign envelopes:

1. In your HubSpot account, navigate to your contact, company, or deal records.

• • In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
  • In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly.
  • In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.

2. Click the name of a record.
3. To add an existing envelope:

• • On the Docusign integration card, 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.

4. To edit an existing envelope:

• • On the Docusign integration card, hover over the envelope and click Action.
  • Click Edit.
  • Edit your document. Learn more about how to edit an envelope.
  • Click Send an envelope to send the document.

5. To view the envelope history:

• • On the Docusign integration card, hover over the envelope and click Action.
  • Click View history. For example, you can see the timestamp for when the envelope was sent.

6. To remove the envelope from HubSpot:

• • On the Docusign integration card, hover over the envelope and click Action.
  • Click Remove from HubSpot.
  • Click Remove envelope in the pop-up window. This will not remove the envelope from Docusign.

Use HubSpot properties in your Docusign templates

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

To use your HubSpot properties in Docusign:

1. Log in to your Docusign account.
2. Create a template in your Docusign account.
3. 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. 

4. Save your template.
5. Navigate to your HubSpot account and use your template.

Use Docusign events to trigger workflow actions 

Trigger workflow actions from Docusign events in contact, company, and deal-based workflows.

To create a workflow using a Docusign event trigger:

1. In your HubSpot account, click More, then navigate to Automation > Workflows. If More doesn't appear in your account, navigate to Automation > Workflows directly.
2. Click Create workflow.
3. In the left panel, search for Docusign and select Docusign: Contact timeline event template. 
4. Click + Add criteria to add more criteria to your enrollment triggers. 
5. Once your enrollment triggers have been set, add actions.
6. 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: