📖 Table of Contents
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.
Install the integration in your HubSpot account
Let’s get started! Here's how you can install the integration:
Log in to Yousign:
Log in to 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".
Choose the view where you want the Yousign card to appear.
If you want to access the card every time you create a new information sheet, 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!
You can then click on "Save and Exit".
And there you go! The Yousign card will appear in all your Transaction, Contact, or Company records that use the view you just modified. You’re now ready to use the Yousign integration.
Check out this article to Create your first signature request from HubSpot.
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.”
Troubleshoot common integration errors
If you see this message:
“Yousign account not connected - To send and manage signature requests, connect your Yousign account.”
It means that we couldn’t find a Yousign user with an email address that matches your HubSpot user email. The integration links your individual user account in HubSpot to your user account in Yousign based on this email match.
How to fix it?
To establish the connection, make sure your user email address is the same in both tools. You have two options:
Update your Yousign user email
Go to your Yousign profile settings and change your email address so it matches your HubSpot user email.
Invite a new user to your Yousign organization
Ask your admin to invite a new user to your Yousign organization using your HubSpot user email address.
Once your user email address is the same in both HubSpot and Yousign, the integration will connect your profiles automatically, and you'll be able to send and manage signature requests from HubSpot.
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".
