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Best answer

Progress a deal in Hubspot when Docusign signed

  • 19 December 2022
  • 3 replies
  • 102 views
J

Hello! Wondering if someone smart could please help me with this. We would like to have our Hubspot deal move to the next deal stage once the docusign is completed. There was a posting on this awhile back but I am still unsure on how to do this. 

 

Thank you!

icon

Best answer by MohSwellam 19 December 2022, 22:20

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

J

Hello! Thank you for checking  in, I have not had a change to try it out yet. 

chanelle
Userlevel 7
Badge +8

Hey @jayw! Just checking in, were you able to give the trigger and action suggested by Moh a try? If you’re having any issues with this Zap, please leave some screenshots below!

MohSwellam
Userlevel 7
Badge +8

Hi @jayw 

 

You can use the Docusign Trigger Envelope Completed to trigger the zap when any document is signed. 
 

you can then use Hubspot action to Find a Deal then use the Update Deal action.

 

If you need more help, feel free to share more details and screenshots

Founder of GeekyAir.com
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