The Latest HubSpot and DocuSign Integration Guide

Are you looking for a seamless workflow that includes virtually sending documents for your customers to sign? You can integrate DocuSign into your HubSpot to make it all possible. In this video, we’ll show you how to connect DocuSign to your HubSpot account, and how to set it up in a workflow. In this video we’ll cover: How the docusign hubspot integration works How to integrate DocuSign into HubSpot Creating and sending a custom document with the hubspot docusign setup How to add a DocuSign template into a workflow 00:00 Introduction 00:20 Connecting Apps 00:53 Create a Template in DocuSign 01:32 Customizing the Sample Legal Document 02:42 Finding DocuSign in HubSpot 03:13 Send a Template 03:46 Build a Workflow with DocuSign Automation 05:05 An Important Note About Users _______________ 📚ADDITIONAL RESOURCES: Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (  / alischwanke  ) 🙎🏼‍♂️ Tyler Sprunk (  / getsprunk  ) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60 #hubspot #hubspotintegrations #hubspotworkflows