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Hello! I am new to Zapier and am hoping to create a Zap from Docusign to Hubspot. Is there a way to identify specific fields of texts within a document (which is within a docusign envelope) that can be copied to update properties within a profile in Hubspot? 

 

Example:

A contract is created in Docusign from a template. Some of the documents in the envelope contains text fields for a client to complete.

 

These text fields correspond to properties on the contact profiles in Hubspot 

 

Upon completion of the signing - and completing of particular text fields - a Zap grabs the specific (pre determined text fields) and updates corresponding properties on a contacts profile in Hubspot. 

 

Is this possible? Any/all help is welcome!!! :-)

Hi @Daniel_JMC 

Yes, reference this help article from DocuSign about how to label your Template fields: https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=yis1665092718418.html&_LANG=enus