• 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.