Guidance on setting up standard properties in HubSpot for the Docusign integration, including creating properties for custom objects and optimising the user experience for CRM users.
Standard Properties
By default installing the app will create required properties against Contacts, Companies, Tickets and Deals in your HubSpot Portal.
When running the app on a custom object, these properties will automatically be created when a record is enrolled into that workflow.
Properties created by the App
- Docusign (Group)
- Email of Recipient from last Docusign webhook
- Envelope ID
- Envelope URL
- Last DocuSign webhook
- Last Envelope Docusign Webhook Status
- Last Recipient Docusign Webhook Status
- Name of Recipient from Last Docusign Webhook
- Send for eSign
- Signed Emails
- Docusign Tokens (Group)
- Signatory 1 Name
- Signatory 1 Email
- Signatory 2 Name
- Signatory 2 Email
- Signatory 3 Name
- Signatory 3 Email
- Signatory 4 Name
- Signatory 4 Email
- Co-signer 1 Name
- Co-signer 1 Email
- Co-signer 2 Name
- Co-signer 2 Email
- CC 1 Name
- CC 1 Email
- CC 2 Name
- CC 2 Email
Hints
We recommend looking at ways you can create a great user experience for your CRM Users to minimise admin work, e.g.
- Copy Name and Email from Associated Contact based on Association Label
- Configuring Object Views to make it easy to see and fill out required data
- Configuring Pipelines and Create Record forms to drive accurate data entry