HubSpot CRM and HelloSign have joined to give HubSpot users the ability to utilize HelloSign features in the HubSpot CRM.
This integration allows users to organize contacts according to their signature status, access pre-formatted HelloSign templates, and autofill templates with a lead or contact’s info.
The HubSpot integration is available to all HelloSign users who have a paid plan and an active HubSpot account.
This guide will help you activate the HubSpot integration in your HelloSign account and showcase the key features of the integration.
If you’re looking for information on how to Autofill HelloSign Templates With HubSpot CRM Contact Info, visit this Help Center tutorial.
Activating the HubSpot integration on your HelloSign account
- Click on “Integrations” from the menu on the lefthand side of page.
- Scroll down until you see HubSpot and to the right of it click on "Activate".
- You will be prompted to login to your HubSpot account if you're not already. (If you don't have a HubSpot account yet you can click on the link at the top of the login page "Sign up now"
- Authorize HubSpot to access data from your HelloSign Account. This authentication authorizes HelloSign to sync document tracking notifications and download completed (signed) paperwork to your HubSpot CRM account.
Once you’ve authorized HelloSign to communicate with HubSpot, your browser will automatically return to the integrations menu on your HelloSign account.
You should now see the option to “Deactivate” your HubSpot integration directly to the right of the HubSpot option.
Check out the clip for a walk through of the above steps:
Deactivating the HubSpot integration on your HelloSign account
You can deactivate the integration easily and at any time. Just click the “Deactivate” button to the right of your HubSpot integration option.
NOTE: Deactivating the HubSpot integration will halt the transfer of information and/or documents to your HubSpot account. Your HelloSign info will no longer sync to your HubSpot account.
Using the HelloSign integration on your HubSpot CRM
Once you’ve activated the HubSpot integration on your HelloSign account, updates regarding document signing, requesting, and pending signature requests will be synced in your HubSpot account.
To access and organize this information you’ll want to update the filters on your contacts columns.
1. Organizing your contacts list using HelloSign Notifications
Log in to your HubSpot account and select the “Contacts” link from the top menu bar.
You’ll be taken to a list of your existing contacts.
To organize contacts according to HelloSign notifications (pending signatures, date viewing contract, etc.), click the gear icon on the top right corner of your contacts list.
Select “Edit columns” from the drop down menu.
Choose the “Edit columns” option. This will launch a pop up menu featuring your existing columns. It will also feature additional column categories.
Below the search bar, you’ll see the option to “Browse by Category” Select the “HelloSign Information” link in order to see column options.
NOTE: If you don’t see “HelloSign Information” listed, use the search bar to search for “HelloSign.”
A list of key HelloSign notifications (including labels for “Last Contract Signed Date,” “Last Contract Viewed Date,” and “Pending Signature.”) will be displayed. These columns will help you track and filter your contacts using HelloSign notifications and data.
To create new column for your contact list, click on any or all of the HelloSign labels. The new column label will automatically populate the existing column list.
Once you’ve chosen which new columns you’d like to create, click “Save changes” to activate the new HelloSign column selections.
Creating these new HelloSign Information columns will allow you to organize your contacts list based on HelloSign information. Column management empowers HubSpot users to filter their stored contact info according to a contact’s position in a specific paperwork workflow.
For instance, a HubSpot CRM user can identify and segment all contacts who have pending signature requests. They can also view the last time a contact was viewed by a contact/lead.
2. Displaying HelloSign notifications on your HubSpot feed
You can also view paperwork updates and document notifications on an individual contact’s feed. To do so, simply select an individual contact’s email address from your list of contacts.
You’ll be taken to the contact’s activity timeline. The timeline is where you view updates on a contact’s activity and track notable activity.
To add HelloSign notification updates to a contact’s timeline, select the option to “Filter timeline…” directly above the timeline.
You’ll see a list of options to filter. HelloSign is unselected by default. You’ll need to select the the HelloSign checkbox in order to see HelloSign notifications in your timeline.
The “attachments” section on the lower left hand side of your screen will store the completed document for reference. You can click on any document to open and review your completed paperwork and documents.
Completed HelloSign documents are no longer attaching directly to HubSpot due to an issue we identified last year with how documents were posting through HubSpot's CDN (Content Delivery Network).
You can still prepare templates and send signature requests via HubSpot.
What you should be seeing in a contact's Activity at this time are signed document notifications such as–
"HelloSign CONTACT had HelloSign event
Signed (HelloSign Document Link here)"
The link will direct you back to HelloSign.com to access your documents within our site.
To remove HelloSign Information notifications (or filter other information), deselect the appropriate checkbox.
Accessing HelloSign templates for frequently used contracts and documents
Your HubSpot integration also allows you to access all HelloSign templates directly in your HubSpot CRM account. These templates are made available in a drop down menu on the left hand side of your HubSpot CRM account. You can locate the menu on the lower left hand side of any contact’s screen. The menu will be titled “HelloSign”.
Templates are automatically synced when they’re created in your HelloSign account.