Viewing your HubSpot contacts’ HelloSign activity is available to users on the legacy HelloSign for HubSpot integration or users who upgraded from the legacy integration in HubSpot. |
You can view your HubSpot contacts’ HelloSign activity directly in HubSpot from the Contacts dashboard. By turning on some HelloSign filters, you can see when a contact last signed a contract, last viewed a contract, and if they have a pending signature request.
To view your HubSpot contacts’ HelloSign activity:
- Sign in to app.hubspot.com.
- Click Contacts in the upper-left corner.
- Click Contacts in the dropdown.
- Click Table actions above the contacts able.
- Click Edit columns in the dropdown.
- Scroll down to the HelloSign Information section.
- Check the boxes next to the HelloSign activity you’d like to see:
- Last Contract Signed Date shows when the contact last signed a HelloSign contract sent from HubSpot.
- Last Contract Viewed Date shows when the contact last viewed a HelloSign contract sent from HubSpot.
- Pending Signature shows if the contact has a pending signature or not.
- Click Apply.
Your contacts table will show the columns you selected and the corresponding data for each contact.
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