Signed forms, straight into HubSpot.
Send applications and agreements for e-signature from your own DocuSign account. When your customer signs, FormSync puts every answer into HubSpot as contacts and a deal. No retyping, no copy-paste.
$49/month after the trial. Cancel any time.
Set up in minutes
No developers and no API keys. Sign in to your own accounts and approve access.
Connect your accounts
Click “Connect DocuSign” and “Connect HubSpot”, sign in, and approve. FormSync creates the HubSpot fields it needs for you.
Send a form
Enter who should sign, and optionally a co-signer who signs second. Pre-fill details you already know, then send.
Get the data
When everyone has signed, the answers become HubSpot contacts and a deal in the pipeline and stage you choose.
Built for forms that matter
Ideal for applications and onboarding forms full of details you'd otherwise retype into your CRM.
Your accounts, your data
Forms go out from your DocuSign account and the answers land in your HubSpot. FormSync doesn't keep a copy of the answers.
Sensitive data controls
Social Security Numbers can be hidden from other signers, and only the last 4 digits reach HubSpot unless you choose otherwise.
Multiple signers
Add a co-signer who signs after the first. Each person fills in only their own section, and each becomes a HubSpot contact.
Your pipeline, your stage
Choose which HubSpot pipeline and stage new deals start in. Repeat notifications never create duplicate deals.
Your whole team
Invite colleagues as senders or admins. Everyone sends from the company's connected accounts.
See every send
Track each form from sent to signed to “in HubSpot”, so nothing slips through the cracks.
Simple pricing
One plan with everything included. Try it free for 14 days.
- Connect your DocuSign and HubSpot accounts
- Ready-made commercial loan application
- Your own forms set up on request
- Co-signers, pre-filled fields and sensitive-data controls
- Your whole team
- Email support
Card required. Not charged until day 15. Cancel any time from your account.
You'll also need a DocuSign eSignature account (forms you send count toward your DocuSign plan) and a HubSpot account.
Questions
Does FormSync store my customers' information?
No form answers are stored. When a form is signed, FormSync reads the answers from your DocuSign account and writes them into your HubSpot. It keeps only who each form was sent to and its status, so you can track it.
How are Social Security Numbers handled?
Applicants enter them in DocuSign, never on FormSync. By default each signer's SSN is hidden from the other signers, and only the last 4 digits are saved in HubSpot. You can change both in your settings, including sending nothing at all.
Which forms can I send?
A ready-made commercial loan application is included. Need a different form? Email us and we'll set yours up.
What DocuSign and HubSpot accounts do I need?
A DocuSign eSignature account that can send envelopes, and a HubSpot account where you can add custom properties. FormSync works with the accounts you already have, and envelopes count toward your DocuSign plan as usual.
What happens after the free trial?
Your card is charged $49 each month starting on day 15. You can cancel any time from the Billing page; if you cancel during the trial, you're not charged.
Is FormSync made by DocuSign or HubSpot?
No. FormSync is an independent product that connects to your DocuSign and HubSpot accounts with your permission.
How do I get help?
Email support@formsync.cloud.
Stop retyping signed forms.
Connect DocuSign and HubSpot and send your first form today.
Start your 14-day free trial