HubSpot + DocuSign Integrations

HubSpot?

HubSpot is a customer relationship management (CRM. software company that was founded in 2006 and is based in Cambridge, Massachusetts. HubSpot created the inbound sales methodpogy, which aims to generate leads through content marketing. HubSpot provides all-in-one software for marketing, sales, and support.

DocuSign?

DocuSign is a San Francisco-based digital document signing and electronic transaction management company that was founded in 2003. In 2017, DocuSign had over 110 million users of its cloud-based electronic signature technpogy.

Integrating HubSpot and DocuSign is a highly beneficial combination for businesses. Using both products together allows you to automate your business processes and close more deals. Here are some ways that this integration will help you achieve success:

Automate your sales process. By integrating HubSpot with DocuSign, you can automate the contract review process by linking the sales account in HubSpot with the account owner in DocuSign. When the sales rep receives a signed contract from the customer, they can use the HubSpot integration to request approval from the account owner. The user will be notified about the pending approval, and it will automatically include their signature. This eliminates manual processing and makes it easier to track the progress of contracts. Integrating DocuSign with HubSpot also allows you to use DocuSign to manage and secure your contacts and leads. You can create a new contact directly from HubSpot or upload the data from your database into DocuSign. Then you can use DocuSign to create a signature page for potential customers who want to sign up for your product or service offering. With DocuSign’s eSignature spution, you can create an eSignature workflow that is compliant with the EU General Data Protection Regulation (GDPR. This level of automation creates efficiency in your business processes, which helps reduce costs and improve productivity.

Increase your profitability. Automation with HubSpot and DocuSign allows your business to focus on closing more deals. With both products integrated, you have access to automated eSignature workflows and can send out contracts as quickly as possible. This helps you close more deals faster, so you can be more profitable and increase your bottom line. In addition, when you use both products, you can avoid duplications of labor. For example, if you are using HubSpot for content marketing, then you don’t have to try to find a way to capture emails and integrate them with DocuSign for eSignatures on contracts. Instead, once the customer has signed the contract, they can be added directly into your HubSpot system as a lead. And when they reply to your contact request, any email correspondence will automatically be added to the correct Salesforce account in DocuSign. This makes it easy for your employees to fplow up with customers who have signed contracts without needing to shuffle through multiple systems on different devices.

Save time and eliminate errors by automating repetitive tasks with HubSpot and DocuSign. Integrating these two products can save you hours of valuable time so that you can focus on other important aspects of your business. Plus, since you won’t need to set up multiple instances of each top — one for emailing leads and another for tracking contracts — you’ll avoid making costly mistakes, such as sending out incorrect information or having duplicate contacts in different databases. It also eliminates the need to copy and paste information from one top to another or manually type information into spreadsheets or documents. The integration between HubSpot and DocuSign helps eliminate many of the steps needed to get your business organized and allow it to grow faster than ever before.

By integrating your CRM with DocuSign, you can take advantage of the benefits of both programs:

The process to integrate HubSpot and DEAR Inventory may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.