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Connect Docusign to Hubspot like Magic

How to Use Magical to Transfer Data from Docusign to Hubspot
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Transfer Data from Docusign to Hubspot: A Step-by-Step Guide

With Magical, you can transfer data from Docusign to Hubspot in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Docusign to Hubspot, helping you streamline your document management and marketing processes.

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More Docusign integrations with Magical

What Docusign data can you transfer

Magical enables you to transfer a wide array of data from Docusign to Hubspot. Here are some examples of the information you can extract:

Document Name
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.

How to Transfer data from Docusign to Hubspot using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Hubspot for more efficient document management and marketing. Follow these steps:

  1. Sign in to your Docusign account and open the document containing the data you want to transfer, such as document name, status, and completion date.
  2. In Docusign, label the information you want to transfer with Magical, like Document Name, Document Status, or Completion Date.
  3. Sign in to your Hubspot account and open the record where you want to add the Docusign data.
  4. Type "//" in an empty field and select the information you want to transfer from Docusign such as Document Name, Document Status, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Docusign and Hubspot

Efficient document management and marketing are crucial to maintaining customer satisfaction. Docusign is a powerful e-signature platform and Hubspot is a robust marketing automation solution. Combining the capabilities of these two platforms can significantly enhance your document management and marketing efforts. By leveraging Magical, you can easily move information from Docusign to Hubspot, allowing you to focus on improving customer satisfaction.

Other ways to connect DocuSign and HubSpot

Using Zapier

Zapier provides a seamless connection between Docusign and Hubspot, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Docusign and Hubspot is by directly utilizing their APIs. By integrating both APIs, you empower marketing teams with real-time document insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

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Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on DocuSign and transfer data directly to HubSpot. The extension is designed to simplify the process of data collection by automating the extraction of information from DocuSign. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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