DocuSign HubSpot

DocuSign + HubSpot Integrations

Put DocuSign + HubSpot to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DocuSign and HubSpot below — describe the exact one you want above and the Agent builds it on demand.

DocuSign + HubSpot When a click agreement is accepted in DocuSign, update the contact status in HubSpot.
Send contracts automatically when deals reach late stages When a deal stage changes in HubSpot, automatically send a signature envelope in DocuSign to keep sales velocity moving without delay. See details
Close deals automatically upon contract execution As soon as an envelope is signed in DocuSign, automatically update the deal stage in HubSpot to closed-won and record the progress. See details
Log activity in CRM when agreements are declined If an envelope is declined in DocuSign, automatically log activity in HubSpot so sales reps can immediately address client concerns. See details

Browse the full workflow library →

Looking to achieve something else with DocuSign and HubSpot?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DocuSign and HubSpot

Everything DocuSign and HubSpot can do inside a workflow — the triggers that start one and the actions that run when it fires.

DocuSign Explore DocuSign →

Docusign is an electronic signature and digital agreement management platform that allows users to send, sign, and manage legal documents online.

Triggers
Click Agreed

Triggers when a recipient accepted a clickwrap agreement.

Click Declined

Triggers when a recipient declined a clickwrap agreement.

New Docusign Connect Event

Triggers when selected Docusign events occur.

Envelope Completed

Triggers when an envelope is completed.

Envelope Corrected

Triggers when an envelope is corrected.

Envelope Created

Triggers when an envelope is created.

Actions
Add Document to Workspace (For IAM Plans)

Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.

Add to Bulk Send List

Adds new recipients to an existing bulk send list.

Add User to Workspace (For IAM Plans)

Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.

Bulk Send Envelope From Template

Sends a template to multiple recipients using a bulk send list.

Create Bulk Send List

Creates a new bulk send list with multiple recipients.

Create Draft Signature Request

Creates a draft signature request.

HubSpot Explore HubSpot →

HubSpot is an inbound marketing, sales, and customer service platform that helps businesses attract and manage leads.

Triggers
New Company

Triggers when new company is available.

New Contact

Triggers when new contact is available.

CRM Object Recently Created

Triggers when a CRM object is recently created.

Company Recently Created or Updated

Triggers when a company recently created or updated.

Contact Recently Created or Updated

Triggers when a contact recently created or updated.

Line_item Recently Created or Updated

Triggers when a line_item recently created or updated.

Actions
Update Contact Subscription Preferences

Adds a contact to one or more subscription types in HubSpot.

Add Contact to List

Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

Create Company Deprecated

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

Create Company

Creates a Company in HubSpot.

Create Contact

Creates a Contact in HubSpot.

Create Associations

Creates associations between objects.

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Customer Stories

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about DocuSign + HubSpot

Is there a pre-built DocuSign + HubSpot automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DocuSign and HubSpot's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DocuSign or HubSpot connector?

No. The Agent works whether or not DocuSign or HubSpot already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why should I integrate HubSpot with DocuSign?

Integrating both tools automates contract delivery during sales negotiations and updates sales pipeline stages instantly when agreements are signed or declined.

Can signed documents automatically mark deals as won?

Yes, completing a document signature in DocuSign can instantly update the corresponding opportunity stage to won in HubSpot.

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