Docusign Enhanced Integration
An improved integration for Docusign that enables better automation
Créé par - Integration Glue
Installation - 200+ installations
Évaluation 1
(1)
Exigences
Abonnement HubSpot Autorisations de compte HubSpot - Afficher les autorisations de compte requises
Abonnement à Docusign Enhanced Integration - Abonnements : Free, Starter, Professional ou Enterprise
Vue d'ensemble
1/4
Send Docusign envelopes directly from HubSpot
Trigger contact automation with information from DocuSign
Apply HubSpot Fields in Docusign
Improved sales and marketing workflows: Real-time notifications and document status updates keep your sales teams well-informed throughout the signing process, because they know what documents are being looked at and when
Marketing teams can also incorporate record signing into their campaigns, delivering a more unified customer experience
Enhanced data accuracy and security: Centralised storage of signed documents and associated data makes it simple for your team to access what they need, when they need it.
Secure cloud storage of signed copies mitigates the risk of data loss
This integration ensures adherence to legal and regulatory requirements, offering peace of mind regarding data protection and privacy
Associate documents with relevant records in HubSpot - with the new integration, documents can be associated with specific company or contact records
Get access to custom fields - Integration Glue used in combination with the DocuSign integration allows the user to use any field in the object
Track the signature flow - we can map all Docusign webhooks to HubSpot properties to allow HubSpot users to track the status of the signing process
This integration can read and surface information from custom object properties for the user to view and utilize in workflows if they choose. It can also populate properties on custom objects when a document is sent via the integration.
Fully managed within HubSpot Workflows - once installed you do not need to login to any other system other than Docusign to manage the generation and eSign of documents using Docusign.
When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Document Generation, Actions to Clone records (including associated records), get User/Owner information and add to a Property or manage associations.
Integration Glue pricing is based on utilisation, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.
Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.
Fonctionnalités
Capture signed documents in HubSpot
Unlike other integrations, our enhanced integration will capture the signed copy of your Docusign document in a note in the object's activity timeline.
Send Docusign documents via workflows
Set up to 4x signatories and contacts to CC on your send, and trigger the send from a HubSpot workflow.
Sending Docusign templated documents from HubSpot
Once created in Docusign, your document templates will work seamlessly with HubSpot.
Void Docusign Envelope
If a document is sent via the integration, the user has the option to void the document. This will trigger an automated email to be sent to the recipient, notifying them that the sender has voided the document, with the appropriate reasoning.
Create and populate custom properties
The integration will automatically give you all the properties you need to manage your Docusign process via HubSpot. And changes to these are updated automatically on the relevant object record.
Fonctionnalité de l'application
Données partagées
Docusign Envelope | ||
Envelope Status | ||
Signed Documents |
Avis
- 20 oct. 2025
Complètement inutile et incroyablement difficile à mettre en place - une perte de temps totale
Il n'est pas bon du tout. Il ne fait pas ce dont j'ai besoin. Il est super difficile à configurer et c'est juste un processus vraiment difficile à configurer et à faire fonctionner.
Wejuli, S.
Free
0 $US
Great for small teams starting out or anyone who wants to learn more
100 Credits = 20-50 runs of the Custom Actions (dependent on actions used)
Free
0 $US
Great for small teams starting out or anyone who wants to learn more
100 Credits = 20-50 runs of the Custom Actions (dependent on actions used)
* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 09/08/2025
Informations supplémentaires
Créé par - Integration Glue
Installation - 200+ installations
Catégories Langues dans lesquelles cette application est disponible Anglais
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