📖 Table of Contents
Discover the Benefits of the HubSpot Integration
Save your sales team's time with the Yousign integration for HubSpot. From HubSpot, your teams can:
Create and send signature requests from your HubSpot records (Contacts, Companies, and Deals) in just a few clicks.
Track the signing progress in real-time.
Integrate Yousign with HubSpot
This guide will walk you through the process of setting up and using the Yousign integration for HubSpot.
The HubSpot integration is included for free from the Plus plan, as well as during the Trial period.
Before you start
To install the Yousign integration in HubSpot:
You must have both a HubSpot account and a Yousign account.
The email address must be exactly the same for both your Yousign and HubSpot accounts.
You must be an Admin or Owner in Yousign.
In HubSpot, you must either be a Super Admin or have App Marketplace Access permissions.
Setting Up the Integration
Let’s get started! Here's how you can install the integration:
1. Log in to Yousign:
Log into your Yousign account as an Admin or Owner. Then, go to Integrations and click Connect on the HubSpot Integration card. You’ll be redirected to HubSpot.
2. Select Your HubSpot Account:
Choose the HubSpot account in which you want to install the integration and click Select Account.
3. Grant Permission:
Give Yousign permission to access your HubSpot data by clicking Connect the Application.
Add the Yousign Card to Your HubSpot Records
Now, let’s add the Yousign integration card to your HubSpot records.
In your HubSpot app, go to Settings > Integrations > Connected Apps.
Look for Yousign in the list of integrations and click on it.
You can add the Yousign card in the middle column of the following three types of records:
Transactions: Click Add to Transaction.
Companies: Click Add to Company.
Contacts: Click Add to Contact.
3. Choose the view where you want the Yousign card to appear. For example, select your default view.
In the middle column, click Add Cards, and select Yousign from the Applications cards.
The card will appear at the bottom of the middle column. Feel free to move it to the top for quicker access or put it in a dedicated tab!
4. Click Save and Exit.
Collaborating with the HubSpot Integration
Once the integration is set up, your team members can use it too. Here’s what they need to get started:
They must have a Yousign user license and be part of the same Yousign organization as the user who installed the integration.
They must use the same email address for both their Yousign and HubSpot accounts.
Once these requirements are met, your collaborators will have automatic access to the Yousign card in HubSpot and can use it to create and manage signature requests.
If these requirements aren’t met, they’ll see an error message on the Yousign card:
“Yousign account not connected - To send and manage signature requests, connect your Yousign account.”
Uninstall the HubSpot Integration
To uninstall the HubSpot integration, follow these steps:
In HubSpot, go to Settings > Integrations > Connected Apps.
Find the Yousign integration in the list.
Click the action menu on the same line and select Uninstall.
FAQ
Who can use the integration?
Once the integration is installed, you must be part of the same Yousign organization as the user who installed the integration. Make sure both accounts use the same email address.
Who can install the integration?
To install the integration, you must be a Super Admin in HubSpot or have App Marketplace Access permissions and an Admin or Owner in Yousign.
Where can I add the Yousign card in HubSpot?
You can add the Yousign integration card to the middle column of Transaction, Contact, and Company records.
👉 Discover how to create your first signature request from HubSpot in our dedicated article.