Docusign HubSpot integration: a guide to connecting the tools

June 30, 2024
How does Docusign's HubSpot integration work, and is it right for your team? Find out in this guide.

How does DocuSign’s HubSpot integration work?

DocuSign’s integration with HubSpot streamlines contract management by allowing users to send, sign, and store documents without leaving HubSpot's CRM platform.

Here's a look at how the integration works for post-signature contract management.

Configuring DocuSign's HubSpot integration

Before your team can start sending and signing documents via the integration, it needs to be set up. The configuration process happens in two main steps:

  1. Install the DocuSign for HubSpot app: Find and install the app from the HubSpot App Marketplace.
  2. Configure the integration: Customize the integration settings to match your team's workflows and requirements, including mapping fields from HubSpot to DocuSign.

Sending documents with DocuSign’s HubSpot integration

Once you're set up, sending documents for signature is straightforward:

  1. Start from a HubSpot record: Initiate the document sending process directly from any HubSpot record, such as Deals, Contacts, or Companies.
  2. Select documents and recipients: Choose the document to send and select recipients from your HubSpot contacts.
  3. Customize the email: Tailor the message that will accompany the document for a personalized touch.

Signing documents with DocuSign’s HubSpot integration

Now let's look at the signing workflow whereby recipients can receive and sign documents electronically in just a few clicks.

  1. Receive an email: The recipient receives an email with a link to the document.
  2. Review and sign: They can review the document and sign it electronically using DocuSign.
  3. Automatic saving: The signed document is automatically saved back to the corresponding HubSpot record.

Storing and tracking documents with DocuSign’s HubSpot integration

Docusign's Salesforce integration also enables users to track the status of contracts directly from the CRM. The workflows look like this:

  1. Automatic status updates: Document statuses are synced in real-time, allowing users to monitor the progress within HubSpot.
  2. Receive notifications: Set up alerts for key actions, such as when a document is viewed or signed.
  3. Secure storage: All completed documents are stored securely in HubSpot, allowing users to access all related documents from a centralized location within the HubSpot CRM.

Limitations of DocuSign's HubSpot integration

While DocuSign’s integration with HubSpot is robust for streamlining and automating eSigning workflows, it has limitations in managing the rest of the contract lifecycle, particularly the pre-signature stages.

If you need to do more than just send and sign contracts, you'll benefit more from HubSpot's integrations with end-to-end contract management systems instead, like Juro.

Manage contracts end-to-end from your CRM with Juro's HubSpot integration.

Juro's HubSpot integration offers the following advantages:

  1. Complete contract lifecycle management: Manage contracts from creation to execution directly within HubSpot.
  2. Automated contract creation: Use pre-approved templates and conditional logic to create contracts without manual drafting.
  3. Seamless data integration: Automatically populate contracts with deal data from HubSpot, minimizing the need for manual data entry.
  4. Efficient contract tracking: Attach signed contracts to relevant opportunities and automatically update their status for faster and more efficient contract tracking.

Juro’s HubSpot integration empowers teams to streamline the entire contract workflow, enabling legal and commercial teams to work within familiar tools and accelerate deal closures.

To learn more about how Juro can enable your team to generate sales agreements frm your CRM in just a few clicks, fill in the form below.

For more information about Docusign's integrations and features, check out these guides first:

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