Short answer
A DocuSign integration lets users send agreements for eSignature from Salesforce or HubSpot and writes signed status and documents back to the record, speeding up onboarding, account opening and contracts.
How the DocuSign integration works
DocuSign eSignature for Salesforce and DocuSign's HubSpot integration let teams generate and send documents from records, track status and store completed agreements. Automation can trigger next steps when an envelope is completed.
What syncs
- Envelopes and status
- Completed documents
- Merge fields from CRM records
Integration options
- DocuSign eSignature for Salesforce
- DocuSign for HubSpot
- Flow and workflow triggers on completion
What to plan for
- Template maintenance
- Storage and retention of signed documents
Frequently asked questions
Can DocuSign start onboarding automatically?
Yes. Completion can trigger flows or workflows for the next steps.
Where are signed documents stored?
On the CRM record and in DocuSign, according to your retention policy.