IntegrationsFast 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.
AutomationFlexible HubSpot + DocuSign automation
We offer a full suite of pre-built connectors, custom logic operators, and data helpers so you can create customized and flexible DocuSign + HubSpot automation to meet your exact business needs. Deeply connect DocuSign, HubSpot, and any of your favorite tools, including your ERP, marketing automation platform, email software, business intelligence tools, project management tools, social media platforms, accounting software, helpdesk, and more.
Now any business user in your organization, including those in finance, sales, marketing, revenue operations, demand generation, growth, IT, and customer support, can quickly stand up scalable DocuSign + HubSpot automation. Architect any type of automated process to kick off any operation based on any custom trigger.
With the Tray Platform, anything is possible. You can freely flow data for leads, new customers, account details, and more across your tech stack to up-level your revenue campaigns and expedite your pre- and post-sales processes. You can sync data for sales contracts, NDAs, and any other key documents with any combination of tools to accelerate business-critical processes in finance and sales, including quote-to-cash. Or, you can unify finance, sales, and marketing data with multi-channel data from across your tech stack to general powerful, unified reports and dashboards for leadership.
Use casesOn-demand HubSpot + DocuSign use cases
Business users love how easy it is to stand up robust integrations quickly with our platform. Power users also rely on the Tray Platform to handle large-scale data projects touching billions of records every day. And our elastic, serverless architecture ensures your workflows will always scale no matter how your data needs evolve.
Turbo-charge your e-signature and CRM processes with advanced HubSpot + DocuSign automation. Need to speed up the signature processes by bi-directionally syncing contract data between your CRM and DocuSign? Need to accelerate payments and invoices by auto-generating signature requests when new invoices appear in your accounting software? Need to create a centralized archive for all signed documents to easily share signed documents with all key stakeholders? The Tray Platform can automate any use case since we connect with any tool, including Salesforce, Pipedrive, Asana, Trello, Power BI, Marketo, Mailchimp, and others.
Our SOC 2 Type 2 certification and compliance with key data privacy regulations such as CCPA, GDPR, and HIPAA make security and IT leaders trust us with even their most sensitive data.
