Best answer

Progress a deal in Hubspot when Docusign signed

  • 15 November 2020
  • 7 replies
  • 108 views

Hi,

I’m not really technical and I suspect that’s why I’m struggling with this.

 

I’m trying to achieve:

Recipient signs contract with Docusign it updates deal in Hubspot to the next stage.

Thanks,

Brian

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Best answer by Troy Tessalone 16 November 2020, 23:01

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7 replies

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Thanks Troy, appreciate you replying. I think I’ve followed your steps correctly but get an error when attempting to run the test

 

 

Userlevel 7
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What is the error?

Object not found. objectId are usually numeric.

 

Userlevel 7
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You need to map/pipe thru the Deal ID from step 2 to step 3.

Appreciate your responses and patience.

 

Which field here needs to be set to Deal ID?

 

Userlevel 7
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In Step 2, you need to find the Deal to update in Step 3, which IF found, will return the Deal ID.

In Step 3, pipe thru the Deal ID from Step 2 to the Deal field using a Custom mapping.