Onboarding Clients: Syncing HubSpot, Actionstep & DocuSign
Learn how to onboard a client by syncing notes, super fund details, and TFNs between HubSpot and Actionstep, and verifying agreements in DocuSign.
By Easy Law
When onboarding a new client, you must transfer their initial details from HubSpot into Actionstep and verify their signed authorities in DocuSign.
1. Transfer Notes to Actionstep
1
Open the client's matter in Actionstep.
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In HubSpot, search for the client's name and open their contact record.
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Click the Notes tab to view the client's onboarding notes.
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Copy the note containing the client's Super Fund details.
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In Actionstep, click Create File Note and paste the copied details.
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Click Create to save the note.
2. Update Matter Report Fields
7
In the Actionstep matter dashboard, locate the Report Fields panel and click Edit.
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Enter the client's Date of Disablement.
Pro tip: You can double-click a word (like the member number) in HubSpot to quickly highlight it for copying.
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Copy the client's Member Number from HubSpot and paste it into the appropriate field.
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Click Save.
3. Update Client Tax File Number
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Navigate to the Parties section in Actionstep and select the client.
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Click Edit in the top right corner.
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Copy the client's Tax File Number (TFN) from the HubSpot notes.
Ensure the Tax File Number is formatted as ### ### ### when pasting it into Actionstep.
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Scroll to the bottom of the Actionstep edit form and paste the TFN.
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Verify the mailing address checkbox is ticked, then click Save.
4. Verify Signed Authorities
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Open DocuSign and click on the Agreements tab.
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Search for the client's name to confirm their authorities have been signed.