When the DocuSign envelope is completed, update the deal stage in HubSpot.

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■Overview

This is a flow that updates the deal stage in HubSpot once a DocuSign envelope is completed.

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■Recommended for

1. Sales teams using both HubSpot and DocuSign

・Those who want to digitize the document signing process, such as contracts, with DocuSign and manage it by linking with HubSpot's deal stage

・Those who want to eliminate the manual effort of changing the status after contract signing and improve operational efficiency

・Those who want to grasp the contract signing status in real-time and streamline the progress management of sales activities

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2. Business owners and managers using HubSpot

・Those who want to enhance the visibility and automation of the sales process to improve the productivity of sales activities

・Those who want to focus human resources on other tasks by streamlining contract management operations

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■Benefits of using this template

・Since the contract signing status is reflected in real-time in HubSpot, you can always grasp the progress status of sales activities.

・Quick status changes after contract signing improve the response speed to customers, contributing to increased satisfaction.

・By automatically updating the deal stage in HubSpot triggered by the completion of an envelope in DocuSign, the manual effort of status changes is eliminated, significantly improving operational efficiency.

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■Notes

・Please integrate Yoom with both HubSpot and DocuSign.

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About the Apps You Use

DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

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