u/Mountain-Run1088

Hi everyone,

I’m a non-technical sales engineer (i.e., I vibe code my way through building internal tools and system integrations) working on a sales ops project at my startup.

We currently send our sales contract through Docusign for the client to sign, and I would like an automated way to get all the information that’s on the contract into Hubspot. Our sales volume is getting pretty large, so I’m trying to remove any manual step from this process.

Basically what I’d like to do is:

1. When the contract gets signed on Docusign, trigger a workflow
2. Figure out which Hubspot Deal that contract belongs to
3. Extract a defined set of fields from the contract (e.g., pricing, term, products covered…)
4. Feed those fields into Hubspot

My main challenge is point (2). We use the Docusign integration that Hubspot ”natively” offers, so I’m able to assign a HS Deal to a specific DS envelope but only visually on the UI.

HOWEVER, that native integration doesn’t seem to expose the envelope ID or any other machine-readable data that I can use to automatically match an envelope/contract with a Deal.

Has anyone faced something like this before? Any recommendations on how to approach it? I’m open to migrating away from Docusign if another provider makes this better

Thanks friends!

Hi everyone,

I’m a non-technical solutions engineer (i.e., I vibe code my way through building internal tools and system integrations) working on a sales ops project at my startup.

We currently send our sales contract through Docusign for the client to sign, and I would like an automated way to get all the information that’s on the contract into Hubspot. Our sales volume is getting pretty large, so I’m trying to remove any manual step from this process.

Basically what I’d like to do is:

1. When the contract gets signed on Docusign, trigger a workflow
2. Figure out which Hubspot Deal that contract belongs to
3. Extract a defined set of fields from the contract (e.g., pricing, term, products covered…)
4. Feed those fields into Hubspot

My main challenge is point (2). We use the Docusign integration that Hubspot ”natively” offers, so I’m able to assign a HS Deal to a specific DS envelope but only visually on the UI.

HOWEVER, that native integration doesn’t seem to expose the envelope ID or any other machine-readable data that I can use to automatically match an envelope/contract with a Deal.

Has anyone faced something like this before? Any recommendations on how to approach it? I’m open to migrating away from Docusign if another provider makes this better

Thanks friends!