Introducing the Signable + HubSpot integration!
We’ve got exciting news! Behind the scenes, our team has been working hard to bring you a Signable integration for HubSpot, and we’re pleased to announce that it’s now officially live!
With this integration, you can manage, send, and track documents without ever leaving your HubSpot workspace.
Here’s what can you do with the integration:
- Send envelopes using Signable templates directly from HubSpot - available in the Contacts, Deals and Companies sections
- Add signers manually or pull them from your HubSpot records, assign roles, and manually fill out pre-fillable fields
- Preview envelopes from within Signable
- Track progress at a glance with real-time status updates: sent, signed, and signing complete
- Use signing events in workflows to trigger other HubSpot actions
- Share envelopes with specific users or teams in your Signable account
Everything you need to manage documents - right where your team already works!
Ready to try the integration?
Getting started is easy! Simply install the integration in just a few clicks from within your Signable account. Here’s our helpful step-by-step help guide to walk you through it.
Any questions, feel free to reach out to our friendly Customer Support Team at help@signable.co.uk.
Here’s to a more connected signing experience!
