The Latest HubSpot and DocuSign Integration Guide

[@HubSpotHacks]

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[@federicoweninger60]

Can you use the "autoplace" tool for the fields that need to be filled by the customer?

[@HubSpotHacks]

Thanks for checking out HubSpot Hacks! When you are creating the document in Docusign, autoplace should still work. I hope this helps!

[@taipanconsulting]

Can you also access properties from custom objects?

[@HubSpotHacks]

Thanks for checking out HubSpot Hacks! That's a great questions and something I haven't experienced a need for yet. If I ever come across it I'll be sure to shoot another HubSpot Hack on it. Thanks again!

[@ahmedmeabed6993]

Hi, is there a way I can make docusign automatically fetch the deal info fields such as company, deal amount, deal duration, and deal items?

[@HubSpotHacks]

Yes, you can use some custom fields to connect to the data in HubSpot. It was briefly touched on if you skip to the "Customizing" section. When you are mapping out the fields, you can use custom fields to support the document.

[@amyhammett5589]

Workflow question here: Have you figured out a way for HubSpot to trigger when the Docusign is actually "Complete" (meaning all signatures completed) to then send the deal to another stage in the pipeline?

[@HubSpotHacks]

This is not currently supported by the integration, but you could use a 3rd party tool like Zapier to perform that automation!

[@tcsphilly]

What if we need to send an envelope to more than 1 signee?

[@HubSpotHacks]

Thanks for checking out HubSpot Hacks! When you prepare the document in DocuSign you can decide how many signers you want on the envelope and the signing order. I hope this helps!