Docusign + HubSpot

Update deals in HubSpot CRM when new envelopes are signed in DocuSign

When you get a signed contract, the first thing you want to do is celebrate, and the last thing you want to do is update your CRM. Use this integration to automatically update deals in HubSpot CRM when envelopes are signed in DocuSign. Stop doing busywork and start celebrating!

When you get a signed contract, the first thing you want to do is celebrate, and the last thing you want to do is update your CRM. Use this integration to automatically update deals in HubSpot CRM when envelopes are signed in DocuSign. Stop doing busywork and start celebrating!

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

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  • Signatures

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hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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