Docusign Enhanced Integration
An improved integration for Docusign that enables better automation
Bygget av - Integration Glue
Installeringer - 200+ installasjoner
Rangering 2,3
(3)
Leading
Krav
HubSpot-abonnement HubSpot-kontotillatelser - Vis nødvendige kontotillatelser
Tilgangstype Shared Docusign Enhanced Integration-abonnement - Free, Starter, Professional eller Enterprise-abonnementer
Oversikt
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.
Funksjoner
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.
Appfunksjonalitet
Delt data
Docusign Envelope | ||
Envelope Status | ||
Signed Documents |
Gjennomganger
- 9. april 2026
Completely broken and unusable - didn't pull in anything at all
it didn't
none
not usable
latimer, A.
- 18. mars 2026
Extremely pleased with the heavy lifting - seamless one-click contract signature workflow that delivers exactly what we needed
Our company sells custom home construction products, generally coming from multiple manufacturers, combined in one transaction. Because of using multiple deals to gather clear data on values tied to product types and manufacturers, we are unable to use the built in tools inside HubSpot. Since we must order these custom products based on the specifications of the customer, we require the customer's signature and approval to indicate they agree to all the custom specifications we have drafted in the quotes we generate from the manufacturers' quoting tools. Previously we would build each sales contract by manually keying all the values from the deals into a template, printing that to PDF and combining with multiple quotes in PDF and sending that document for signature after identifying each Sign Here location after every quote. Now, using this Integration Glue Docusign product, paired with DocMergy, we're generating sales contracts, including all related quote documents, with one click (DocMergy), and after reviewing the DocMergy output document for data accuracy, shipping it off for signature with another click (Docusign Integration). The automatic updates in HubSpot upon signature completion allows us to generate status updates and automatic notifications to the finance department for payment. This efficiency and speed has saved us about 30 minutes of work for each contract and payment request we were previously completing manually. Multiplied out, that's roughly 300 hours of time our sales team of 8 will have saved over the course of a year. Absolutely impressive.
Near instant response from the Integration Glue team during their business hours. My complex problems are solved very quickly, usually on a live meeting that is recorded and then provided to me so I can go over the instructions again later. They are adding goodies in the code in 2 week sprints. Things I ask for have been promised quickly and delivered.
The only disadvantage is time zones. I'm in Texas and the support team is in New Zealand. That just means I need to wait until after 1-2pm my time to get a live person in their support chat. They have AI powered chat to assist during their downtime.
Bidlack, J.
Free
USD 0
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
USD 0
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)
* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 09.08.2025
Mer info
Bygget av - Integration Glue
Installeringer - 200+ installasjoner
Kategorier Språkene appen er tilgjengelig på Engelsk
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