Docusign Hubspot Integration

How to Integrate DocuSign with HubSpot CRM?

DocuSign, as a leader in electronic signature technology, allows businesses to send, sign, and manage documents digitally, speeding up the agreement process dramatically. When integrated with HubSpot CRM, a platform known for its robust customer relationship management capabilities, it ensures that all your contract-related data is seamlessly connected with customer records. A professional Hubspot consultant not only saves valuable time but also enhances the accuracy and accessibility of your important business documents. A web development company reduces the manual workload and improves the customer experience by making the development process quicker and more transparent.

Let’s dive in!

Step-by-Step Guide to Integrating DocuSign with HubSpot CRM

Step 1: Log into Your HubSpot Account

First, ensure you are logged into your HubSpot account. Administrative access is necessary here, as it allows you to manage and implement new integrations.

Step 2: Access the App Marketplace

Navigate to the main menu in HubSpot and click on ‘Marketplace’, then select ‘App Marketplace’. This is where you’ll find all available integrations and applications that can be linked with HubSpot.

Step 3: Search for DocuSign in the Marketplace

Once in the Marketplace, use the search function to locate the DocuSign integration. You will find different options available, but look for the official integration by DocuSign designed specifically for use with HubSpot.

Step 4: Install the DocuSign Integration

Click on the DocuSign app listing to view more details. Here, you can read about the features and requirements. When you’re ready, click ‘Install App’ to begin the integration process.

Step 5: Configure the Integration Settings

After installation, you will need to connect your DocuSign account with HubSpot. This step might require you to sign into your DocuSign account to authorize the integration and set the necessary permissions.

Step 6: Customize Your Document Settings

Set up how you want your documents to be managed between HubSpot and DocuSign. This includes configuring how documents are sent, the types of documents that will sync, and how they correlate with your HubSpot records.

Step 7: Test the Integration

It is crucial to test the integration to ensure everything is working correctly. Try sending a test document from HubSpot using DocuSign and monitor how the information updates in both systems.

Step 8: Train Your Team

Make sure your team is trained on how to use DocuSign within HubSpot. They should understand how to send documents, check the status, and manage completed agreements

How to set up templates in Docusign for Hubspot?

Templates allow you to create pre-defined documents that can be quickly sent for signature, saving time and ensuring consistency in your documents. Here’s how you can set up templates in DocuSign and use them within HubSpot:

Step 1: Create a DocuSign Account and Connect to HubSpot

First, ensure that you have an active DocuSign account. If you haven’t already integrated DocuSign with HubSpot:

• Log into your HubSpot account.
• Navigate to the App Marketplace through your main navigation bar.
• Search for DocuSign and select the official DocuSign integration.
• Click ‘Install App’ and follow the prompts to connect your DocuSign account to HubSpot.

Step 2: Access DocuSign Template Manager

• Log into your DocuSign account.
• Navigate to the ‘Templates’ menu in the header. Here, you can manage your existing templates or create new ones.

Step 3: Create a New Template

• In the Template Manager, click on ‘New Template’.
• Provide a name for your template and add a brief description to help identify the template’s purpose.
• Click ‘Create’ to start designing your template.

Step 4: Add Documents and Set Up Fields

• Upload the document(s) that you frequently need to send for signing.
• Drag and drop signature fields, date fields, text fields, and other necessary fields onto the document where you need the recipient to fill in details or sign.
• If you know who will be required to sign or complete the fields, you can assign roles and recipient names.

Step 5: Save and Close the Template

• Once you have added all necessary fields and information to your document, save the template.
• Ensure all settings are correct, and then close the template editor.

Step 6: Use Your Template in HubSpot

• Return to your HubSpot account.
• Navigate to a contact, deal, or company record where you need to send a document for signature.
• Use the DocuSign integration (typically found in the record’s associated tools or under ‘More Tools’).
• Select ‘Send with DocuSign’.
• Choose the template you created from the list of available templates.
• The document will populate based on the template settings and be ready for signature by the designated recipient.

Step 7: Monitor and Manage Document Status

• After sending your document, you can monitor its status directly from the HubSpot record.

Conclusion

Integrating DocuSign with HubSpot CRM transforms how businesses manage their contracts and agreements. This integration makes the document management process more efficient and enhances the overall customer experience by speeding up agreement times and improving transparency. Furthermore, if you hire website developers, this integration aids in maintaining a high level of data integrity and security, which are key aspects when dealing with important business documents. By automating these processes, businesses can focus more on strategic activities than administrative tasks, driving greater productivity and success.