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.

Uses

Sales, All

Category

Connector type

Tray Connector

Triggers

None

Operations

Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all

See documentation >

Uses

Marketing, Sales

Category

Marketing Automation Platform (MAP)

Connector type

Tray Connector

Triggers

None

Operations

Archive property, Archive property group, Associate crm objects, Associate custom object, Cancel marketing event (beta), Create CRM contact, Create blog post, Create company, Create contact, Create contact listShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

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DocuSignHubSpot logo

DocuSign + HubSpot

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. 

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