HubSpot logo
→
DocuSign logo

Fix HubSpot → DocuSign Sync Issues (Not Working, Errors, Duplicates)

🔧 2 Common Issues

Diagnose and resolve common sync problems. We've documented the 2 most common issues, their root causes, and exactly how to fix them. See step-by-step fixes for duplicates, missing fields, rate limit errors, and connection issues.

critical High Frequency

DocuSign contracts aren't being sent when HubSpot deal reaches 'Contract Sent' stage

Also searched as: "HubSpot DocuSign docusign contracts aren't being sent when hubspot deal reaches 'contract sent' stage"

#1 Workflow Trigger Configuration 65% likely

📋 How to Diagnose

  1. 1. Check HubSpot workflow trigger settings
  2. 2. Verify if the 'Contract Sent' stage is correctly selected
  3. 3. Look for any additional conditional filters that might be blocking

✓ Solution

Update workflow trigger to match exact deal stage name

⏱️ Est. time: 10 min

#2 Email Template Error 25% likely

📋 How to Diagnose

  1. 1. Check the email template configuration
  2. 2. Verify if the 'To' field is correctly mapped
  3. 3. Look for any invalid merge fields

✓ Solution

Review and update the email template

⏱️ Est. time: 15 min

#3 DocuSign Integration Error 10% likely

📋 How to Diagnose

  1. 1. Check integration status
  2. 2. Test the connection with a manual send
  3. 3. Look for any error messages in the integration logs

✓ Solution

Reconnect the DocuSign integration

⏱️ Est. time: 5 min

View Setup Guide
high Moderate Frequency

DocuSign envelope status isn't updating in HubSpot

Also searched as: "HubSpot DocuSign docusign envelope status isn't updating in hubspot"

#1 Webhook Not Configured 50% likely

📋 How to Diagnose

  1. 1. Check DocuSign webhook settings
  2. 2. Verify if status events are being sent to HubSpot
  3. 3. Look for webhook logs for errors

✓ Solution

Create a new webhook subscription for envelope status changes

⏱️ Est. time: 15 min

#2 Property Mapping Error 35% likely

📋 How to Diagnose

  1. 1. Check DocuSign status field mapping
  2. 2. Verify if HubSpot property exists
  3. 3. Look for any type mismatch errors

✓ Solution

Update property mappings for status fields

⏱️ Est. time: 10 min

#3 API Authentication Issue 15% likely

📋 How to Diagnose

  1. 1. Check OAuth token validity
  2. 2. Verify API key status
  3. 3. Test authentication with a simple API call

✓ Solution

Refresh authentication credentials

⏱️ Est. time: 5 min

View Setup Guide

Step 1: Try the Official Integration

Direct connection

Start with the native integration if available. It's usually the most reliable, but may have limitations.

View Setup Guide

Free with your subscription

Step 2: Use Make for Custom Flows

No code automation

Create custom integration workflows with Make's visual designer. It works with almost any API.

Try Make Free →

1000 ops/mo free. No credit card.

Step 3: Self-Hosted with n8n

Full data control

Need complete data privacy? n8n is open-source and self-hostable. Build custom integrations with full control over your data.

Try n8n Free →

Open source. Self-host or cloud. Unlimited ops.

Step 4: Add Human Review

Approval automation

Relay adds human-in-the-loop approvals, Slack/Teams alerts, and conditional logic to your automation.

Try Relay Free →

1000 actions/mo free. No credit card.