Integrate HubSpot and DocuSign with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate HubSpot and DocuSign using Pabbly Connect to automate deal progress when documents are signed. Follow this comprehensive tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate HubSpot and DocuSign, the first step is to access Pabbly Connect. This powerful automation platform allows you to create workflows between different applications seamlessly. Start by signing into your Pabbly Connect account and navigating to the dashboard.

Once on the dashboard, locate the blue button labeled ‘Create Workflow’. Click on it to initiate the setup process. You will be prompted to name your workflow; for this tutorial, name it ‘Progress a Deal in HubSpot When Document is Signed in DocuSign’. Click on ‘Create’ to proceed and you will be directed to a blank workflow screen.

2. Setting Up the Trigger for DocuSign

In this section, we will set up the trigger that initiates the workflow in Pabbly Connect. Select DocuSign as your trigger application and choose the event ‘Configure Webhook’. This event will allow Pabbly Connect to respond whenever a document is signed in DocuSign.

• Choose ‘DocuSign’ from the list of applications.
• Select the event ‘Configure Webhook’.
• Copy the webhook URL provided by Pabbly Connect.

Next, head over to your DocuSign account. Go to Settings, then Integrations, and click on ‘Connect’. Add a new configuration and paste the webhook URL in the URL to publish field. Make sure to set the status as active and name it appropriately, such as ‘HubSpot Deals Update’. Once you have configured the settings, click on ‘Add Configuration’. This setup allows Pabbly Connect to receive updates whenever a document is signed.

3. Testing the Trigger in DocuSign

After setting up the trigger, it’s essential to test it to ensure everything is functioning correctly. To do this, create a new envelope in DocuSign and upload the document you wish to send for signing. Add the recipient’s details and send the document.

Once the document is sent, the recipient must sign it. After signing, return to Pabbly Connect and check for a webhook response. This response confirms that the document was signed and that the trigger is working as intended. You should see details such as the envelope status and the recipient’s information.

4. Setting Up the HubSpot Action in Pabbly Connect

Now that the trigger is confirmed, it’s time to set up the action in HubSpot. In your Pabbly Connect workflow, choose HubSpot as the action application. Select the event ‘Search Deal’ to find the deal associated with the signed document.

Configure the connection by selecting your HubSpot account and specifying the matching property. In this case, use the deal name that corresponds to the signed document. After mapping the properties, click on ‘Save and Send Test Request’ to retrieve the deal details. This step ensures that Pabbly Connect can access the necessary information from HubSpot.

5. Updating the HubSpot Deal Based on the Signed Document

The final step is to update the deal in HubSpot. In your Pabbly Connect workflow, add another action and select ‘Update Deal’ from HubSpot. Connect using the same HubSpot account.

Map the deal ID received from the previous step and set the deal stage to ‘Closed Won’. Make sure to format it correctly with no spaces. Click on ‘Save and Send Test Request’ to finalize the update. This action updates the deal in HubSpot based on the signed document, completing the integration process.

Conclusion

This tutorial has guided you through the process of integrating HubSpot and DocuSign using Pabbly Connect. By following these steps, you can automate the progress of deals in HubSpot when documents are signed, enhancing your workflow efficiency. With Pabbly Connect, you can easily create powerful automations to streamline your business processes.