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Streamline your sales with unified data between DocuSign and HubSpot for faster deal closures.
Sync DocuSign and Hubspot with Improvado through our simple setup.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
DocuSign is a leading electronic signature and digital transaction management platform that enables organizations to automate and secure agreement processes. Its features include customizable workflows, multi-factor authentication, and real-time audit trails, ensuring compliance and efficiency. In industries where teams spend 20-40% of their time on reporting, DocuSign’s detailed data capture and integration capabilities help streamline document handling and reduce manual tracking efforts.
By connecting DocuSign with Improvado, users benefit from enhanced data aggregation and visualization, which increases analytical productivity by 2-3×. This integration transforms raw transaction data into actionable insights, allowing faster decision-making and improved operational transparency across departments.
HubSpot is an all-in-one inbound marketing, sales, and customer service platform designed to help businesses attract, engage, and delight customers. By streamlining workflows and centralizing data, companies can improve lead generation and enhance customer relationships efficiently.
Its robust analytics and automation tools enable better decision-making and increased team productivity. HubSpot also integrates with Improvado, which connects 500+ data sources, providing comprehensive insights for smarter marketing strategies.
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The DocuSign + HubSpot dashboard offers a centralized view of your document workflows and customer interactions. Easily track eSignature statuses alongside marketing campaigns without switching platforms.
To set up, install the DocuSign app from HubSpot’s marketplace, then connect your DocuSign account by following the prompts to authorize access and configure envelope templates.
This integration streamlines contract workflows by automatically sending, tracking, and storing signed documents within HubSpot, improving sales cycle efficiency and record accuracy.
Signed document status and recipient details update in real-time within HubSpot, ensuring contact records and deal stages reflect the latest information without manual entry.
Yes, Improvado can aggregate and standardize data from both platforms, providing deeper analytics and unified reporting across your sales and document workflows.
Ensure you have admin permissions in both HubSpot and DocuSign, and verify API access is enabled; also check that your HubSpot subscription supports app integrations.
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