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DocuSign and HubSpot integration + automation

DocuSign and HubSpot integrations couldn’t be easier with the Tray platform’s robust DocuSign and HubSpot connectors, which can connect to any service without the need for separate integration tools.

DocuSign
HubSpot
Integrations

Fast HubSpot + DocuSign integrations

Drive conversions and expedite key revenue processes with powerful DocuSign + HubSpot integrations on the low-code Tray Platform. Now anyone in your organization, even business users without technical experience, can stand up robust integrations in minutes with little to no help from IT. Just use our 100% visual builder to drag and drop together DocuSign, HubSpot, and any other go-to application in your tech stack. 

Need DocuSign + HubSpot connectors to take full control of your e-signature and CRM data? Our platform empowers you to seamlessly flow data wherever you need to unlock valuable insights and get the absolute most out of your business-critical applications. Bi-directionally sync any data source at the API level including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields 

And why stop with integrations? The Tray Platform also lets you build dynamic, multi-step DocuSign + HubSpot automation to help you save hours of manual work and maximize productivity. Now you can build automated workflows to unsilo your tech stack and refocus on important revenue initiatives, such as expediting deal desk approvals and improving data hygiene. 

DocuSign and HubSpot Connector Details

DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List envelope documentsApply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet template
View documentation
HubSpot

HubSpot

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UsesMarketing, Sales
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
Add contact to companyAdd contact to listArchive propertyArchive property groupAssociate crm objectsAssociate custom objectBatch create line itemsBatch create productsBatch create/update contactBatch delete line itemsBatch delete productsBatch update companiesand 109 more...
View documentation

Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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