The HelloSign + HubSpot CRM integration allows users to autofill pre-formatted HelloSign templates with HubSpot contact information such as name, address, and close date*.
This guide will show you how to:
- Organize Contact Properties in Your HubSpot CRM
- Format HelloSign Templates Using HubSpot CRM “Internal Name” Tags
- Request a Signature In Your HubSpot CRM Account
- Create Custom Properties Using HelloSign Meta Tags
*Scroll to the bottom for the complete key of HubSpot properties.
Organizing Contact Properties in the HubSpot CRM
The HubSpot and HelloSign integration allows you to automatically route a HubSpot contact’s information to pre-formatted HelloSign templates. This function is particularly useful for quickly and accurately loading information into frequently used documents or contracts.
But before you begin formatting HelloSign templates for the HubSpot integration, you’ll want to organize your desired contact properties. These properties store the information you will be routing to your HelloSign templates. The overview of your contact’s properties are located in the “About [Contact’s Name]” section in your HubSpot CRM.
There are roughly 50 default contact info fields, or “properties”, included with your HubSpot CRM. You can add and delete these properties by selecting the “Manage properties” link at the footer of the “About [Contact’s Name]” section.
Once you’ve selected the link, you will be redirected to another page. Use the search bar under “Available Properties” to add new properties to the contact’s about section.
Commonly used properties include:
- Name
- Address
- Close Date
- Company
- ETC
Once you’ve selected your properties, click the blue “Save changes” button.
You can now fill the new property fields with the correct information.
Once you complete filling in the appropriate info, it’s time to begin formatting your HelloSign Templates with the correct “internal name” tags.
Formatting HelloSign Templates For Use in Your HubSpot CRM
To prepare your documents to autofill using the correct contact property info, you’ll need to format your templates using appropriate HubSpot “internal name” tags. These “internal name” tags act as flags to indicate which information will be automatically pulled from a HubSpot contact’s profile.
To start formatting your templates with the correct “internal name” tags, login to your HelloSign account and navigate to your “Templates” menu on the left hand side of the screen.
Open the “Templates” menu and select the “Create template” option.
Upload the contract or document you’d like to format by clicking the “Upload Files” button or by selecting one of our integration icons (Dropbox, Drive, etc.). You can also fill out the appropriate roles at this time if there are multiple signers.
Once your document has uploaded, click “Prepare Docs for Signing.”
You’ll be using the HelloSign “Text Box” option to format the document with HubSpot “internal name” tags.
To start formatting, choose the “Text Box” tool and click the location where you’d like to insert an information field.
Next, fill the “Merge Field” section with the HubSpot “internal name” tag that corresponds with the property label in your HubSpot CRM account. (Visit the end of the post for the full key.)
Click the blue “Continue” button to save your formatting and close your document window. To finish, name your template and fill out the optional default message which will be sent to the recipient when you request your signature.. Save your template by selecting the “Create Template” button.
Your newly formatted template will automatically show in the “Template” drop down menu in your HubSpot CRM.
You can now use HelloSign templates to request a contact’s signature through your HubSpot CRM.
Requesting a Signature in Your HubSpot CRM Account Using HelloSign Templates
Once the document is sent to the signer, your HubSpot CRM timeline will add the lifecycle event to your contact’s dashboard.
Once the document has been signed, the activity will be logged and a copy of the completed document will automatically download as a PDF to the attachments section on a contact’s page.
NOTE:
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.
Customizing HelloSign Labels in Your HubSpot CRM
In addition to the default properties, HelloSign allows you to create up to 30 custom labels. While you can change the identifying “label” of the property, the “internal names” tags must remain the same when formatting your templates:
Internal name |
Property label |
annualrevenue |
Annual Revenue |
num_associated_deals |
Associated Deals |
hs_lifecyclestage_customer_date |
Became a Customer Date |
hs_lifecyclestage_lead_date |
Became a Lead Date |
hs_lifecyclestage_marketingqualifiedlead_date |
Became a Marketing Qualified Lead Date |
hs_lifecyclestage_salesqualifiedlead_date |
Became a Sales Qualified Lead Date |
hs_lifecyclestage_subscriber_date |
Became a Subscriber Date |
hs_lifecyclestage_evangelist_date |
Became an Evangelist Date |
hs_lifecyclestage_opportunity_date |
Became an Opportunity Date |
hs_lifecyclestage_other_date |
Became an Other Lifecycle Date |
city |
City |
closedate |
Close Date |
company |
Company Name |
country |
Country |
createdate |
Create Date |
days_to_close |
Days To Close |
blog_default_hubspot_blog_subscription |
Default HubSpot Blog Email Subscription |
|
|
fax |
Fax Number |
first_deal_created_date |
First Deal Created Date |
firstname |
First Name |
hubspot_owner_id |
HubSpot Owner |
industry |
Industry |
ipaddress |
IP Address |
jobtitle |
Job Title |
notes_last_contacted |
Last Contacted |
lastmodifieddate |
Last Modified Date |
lastname |
Last Name |
hs_lead_status |
Lead Status |
lifecyclestage |
Lifecycle Stage |
message |
Message |
mobilephone |
Mobile Phone Number |
notes_next_activity_date |
Next Activity Date |
notes_last_updated |
Notes Last Updated |
numemployees |
Number of Employees |
num_notes |
Number of Notes |
num_contacted_notes |
Number of times contacted |
hubspot_owner_assigneddate |
Owner Assigned Date |
phone |
Phone Number |
zip |
Postal Code |
recent_deal_amount |
Recent Deal Amount |
recent_deal_close_date |
Recent Deal Close Date |
salutation |
Salutation |
state |
State/Region |
address |
Street Address |
total_revenue |
Total Revenue |
website |
Website URL |
followercount |
Follower Count |
kloutscoregeneral |
Klout Score |
linkedinbio |
LinkedIn Bio |
linkedinconnections |
LinkedIn Connections |
twitterbio |
Twitter Bio |
twitterprofilephoto |
Twitter Profile Photo |
twitterhandle |
Twitter Username |
hs_email_optout |
Opted out of all email |
hs_email_optout_337953 |
Opted out of email: Marketing Information |
hs_analytics_source |
Original Source |
hs_analytics_source_data_1 |
Original Source Drill-Down 1 |
hs_analytics_source_data_2 |
Original Source Drill-Down 2 |
ip_city |
IP City |
ip_country |
IP Country |
ip_state |
IP State/Region |
hellosign_awaiting_signature2 |
Pending Signature |
hellosign_last_signed_date2 |
Last Contract Signed Date |
hellosign_last_viewed_date2 |
Last Contract Viewed Date |
hellosign_cc |
HelloSign CC |
hellosign_meta_1 |
HelloSign Meta 1 |
hellosign_meta_2 |
HelloSign Meta 2 |
... |
... |
hellosign_meta_30 |
HelloSign Meta 30 |
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