Setup & Install
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      2. Docusign HubSpot Integration
      3. Setup & Install

      Docusign Setup: Overview

      Overview of the process to integrate HubSpot and Docusign

      This process should take around 30m to complete - and assumes you have an existing Docusign and HubSpot Account.

      Your HubSpot Account will require a license that supports Workflows to use this integration.

      1. Create a my.integrationglue.com account (click the Sign-up link to register a new account) 
      2. Install the "Docusign Integration" App (full instructions)
      3. Authorise your Docusign users and account (full instructions)
      4. Create the Docusign properties against the relevant Objects in HubSpot (full instructions)
      5. Create Docusign HubSpot Workflow (full instructions)
      6. Prepare and upload your Document to HubSpot to send to Docusign (full instructions)