The HelloSign for HubSpot integration allows users to create, sign, track, and save documents for signature directly in HubSpot, and is purpose-built to help salespeople work more efficiently and stay organised throughout the entire sales cycle.
With the new integration, users can:
- Send signature requests from Contact, Deal, and Company records in HubSpot.
- See when a contract has been sent, viewed, signed, declined, or cancelled from within HubSpot.
- Create and edit templates directly in HubSpot without switching back to HelloSign.
- Add HubSpot data to your HelloSign templates that autofill documents with HubSpot record information.
- Save documents back to HubSpot automatically once they’ve been signed.
Head of Sales for Dropbox APAC, Pia Broadley, said that the new integration helps businesses thrive in the new world of work. “Dropbox has been listening to customers and working on these updates to help businesses supercharge their sales process. We are excited to relaunch this HubSpot integration with upgraded features and added functionality as requested by our customers. These updates help our joint users stay organised, eliminate friction through one integrated workflow, and of course streamline and enhance their sales process.”
Save time with synced, autofill Templates
With Dropbox’s relaunched integration, sales teams can directly create reusable templates for all frequently used contracts in HubSpot. This means that once a template is built and designed, users can quickly send it out to new customers in a few clicks.
Additionally, a new function that pulls data directly into the template from the contact’s HubSpot properties allows for all essential information to be synced and filled into templates automatically—giving reps more time to grow their business and build great relationships with customers.
Manage and send documents directly from HubSpot
Contracts can be sent off for eSignature from Contact, Deal, or Company objects in HubSpot. This tighter integration means that, however HubSpot is being used to chase leads, users always have access to an eSignature integration to quickly close deals while they’re hot. Plus, every signed contract is automatically stored straight back in HubSpot’s CRM the minute it’s signed.
Stay productive—keep track of all your sales in motion
The upgraded integration shows the status of documents for signature without ever leaving HubSpot. All actions that lead take are automatically recorded and stored on the HubSpot CRM card allowing visibility into all sales, so you don’t have to waste time chasing leads for a response.
HelloSign also automatically sends reminders for unsigned documents on the 3rd and 7th day—and manual reminders can be sent through HubSpot.
Take your sales workflows to the next level
With this HubSpot sales integration, salespeople have everything they need to power better, more streamlined workflows. Upgrading this integration will not affect previous data.
Additionally, a new function that pulls data directly into the template from the contact’s HubSpot properties allows for all essential information to be synced and filled into templates automatically—giving reps more time to grow their business and build great relationships with customers.
Manage and send documents directly from HubSpot
Contracts can be sent off for eSignature from Contact, Deal, or Company objects in HubSpot. This tighter integration means that, however HubSpot is being used to chase leads, users always have access to an eSignature integration to quickly close deals while they’re hot. Plus, every signed contract is automatically stored straight back in HubSpot’s CRM the minute it’s signed.
Stay productive—keep track of all your sales in motion
The upgraded integration shows the status of documents for signature without ever leaving HubSpot. All actions that lead take are automatically recorded and stored on the HubSpot CRM card allowing visibility into all sales, so you don’t have to waste time chasing leads for a response.
HelloSign also automatically sends reminders for unsigned documents on the 3rd and 7th day—and manual reminders can be sent through HubSpot.
Take your sales workflows to the next level
With this HubSpot sales integration, salespeople have everything they need to power better, more streamlined workflows. Upgrading this integration will not affect previous data.
More info can be found here