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DocuSign + HubSpot Integrations

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Connect DocuSign to HubSpot
Example workflows
Inspirational workflows
Triggers and actions
DocuSign + your other apps
HubSpot + your other apps
Related blog posts
FAQ

DocuSign + HubSpot integrations

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Preview of Trigger a new workflow when a new submission is received in Hubspot.

Preview of Easily configure which new form submissions should kick off the workflow.

Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps

Preview of Use any of these HubSpot actions in your Relay.app workflows.

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Trigger a new workflow when a new submission is received in Hubspot.

Easily configure which new form submissions should kick off the workflow.

Use Relay.app's HubSpot integrations to trigger actions across your apps

Use any of these HubSpot actions in your Relay.app workflows.

Overview

Connect DocuSign to HubSpot in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, HubSpot, and many other popular SaaS applications.

Check below for example workflows using DocuSign and HubSpot, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example DocuSign + HubSpot workflows

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Send a DocuSign envelope from a template when a deal stage is reached in HubSpot

Automate your document signing process by integrating HubSpot with DocuSign! When a deal stage is reached in HubSpot, Relay.app seamlessly initiates a DocuSign envelope using a predefined template. This ensures that necessary documents are promptly prepared and sent out for signature, facilitating s

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Automatically create form response in HubSpot for each envelope added in DocuSign

Try it

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Send envelope from template automatically in DocuSign for each message received in HubSpot

Try it

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Export envelope as PDF automatically in DocuSign for each form submission received in HubSpot

Try it

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Automatically wait until envelope signed (completed) in DocuSign for each record added in HubSpot

Try it

Inspirational workflows

Visit the template gallery ➔

Demo Request Qualifier

Automatically qualify sales demo requests based on prospect information and AI analysis.

Sales

Relay.app workflow screenshot: Demo Request Qualifier

Lead enricher

CRM

Relay.app workflow screenshot: Lead enricher

Create HubSpot Task from Form Submission

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

HubSpot Actions

Conversations

Reply to message

Form submission

Find form submissions

schedule

Wait for form submission

Marketing

description

Create form response

Object

playlist_add

Add record to list

add

Create or update record

add

Create record

Find associated records

playlist_remove

Remove record from list

edit

Update record

Owner

Find owner(s)

Pipeline Stage Query

Find stage by name

HubSpot Triggers

CRM Object

add

New record added

edit

Record changed

target

Record first meets conditions

Form submission

mark_email_unread

Form submission received

List

add

Record added to list

edit

Record in list field changed

target

Record in list meets conditions

Message

mark_email_unread

Message received

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + HubSpot integration

Select a trigger in DocuSign

Select an action in HubSpot

Create your workflow

Or automate HubSpot + DocuSign

Select a trigger in HubSpot

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect HubSpot to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to HubSpot with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in DocuSign or HubSpot to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and HubSpot to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to HubSpot?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and HubSpot—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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Notion Coach

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Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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DocuSign + HubSpot integrations

Example DocuSign + HubSpot workflows

Send a DocuSign envelope from a template when a deal stage is reached in HubSpot

Automatically create form response in HubSpot for each envelope added in DocuSign

Send envelope from template automatically in DocuSign for each message received in HubSpot

Export envelope as PDF automatically in DocuSign for each form submission received in HubSpot

Automatically wait until envelope signed (completed) in DocuSign for each record added in HubSpot

Inspirational workflows

Demo Request Qualifier

Lead enricher

Create HubSpot Task from Form Submission

Create your own DocuSign + HubSpot integration

Or automate HubSpot + DocuSign

Connect DocuSign to your other apps

Or connect HubSpot to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

How do I connect DocuSign to HubSpot with Relay.app?

Is Relay.app a Zapier alternative for connecting DocuSign to HubSpot?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?