📖 Table of contents
With the Yousign for HubSpot integration, you can create documents like quotes or contracts directly from HubSpot and have key fields filled automatically using your CRM data—no more copy-pasting!
Discover the feature
When sending a quote or a contract to a lead or prospect, there’s no need to copy data manually from HubSpot into your document. Instead, you can:
Start a Signature Request directly from a HubSpot record.
Select a pre-configured Yousign template.
Review the document in Yousign, where key fields like the deal amount, company name, and contact details are automatically filled using HubSpot data.
Send the request with just a few clicks.
Why use this feature?
Save time — auto-fill documents without manual entry.
Avoid mistakes — no more typos or outdated info.
Centralize your process — no juggling between tools.
How it works
Your Yousign template can include HubSpot tags that link fields in your document to HubSpot properties (from Deals, Companies, or Contacts). These tags allow Yousign to automatically pull the right data when you create a signature request from HubSpot.
Step-by-Step: Set Up Your Template
1. Create a new template in the Yousign application
To get started with templates, consult this article.
2. Add fields to your template.
You can use two field types:
Text Input Fields – linked to a signer (learn more about Text Input Fields).
Read-Only Text Fields – not linked to a signer (learn more about Read-Only Text Fields).
3. Click the edit button to open the Field’s settings modale.
4. Add a HubSpot tag
In each field, insert a HubSpot tag in this format:
hs.{objectType}.{propertyName}
Examples:
hs.contact.firstname→ Kellyhs.deal.amount→ 50,000hs.company.name→ Initech Inc.
Supported HubSpot Tags
The HubSpot tags listed below include the most commonly used standard properties. The tags provided in the tables can be copied and pasted directly into your Yousign template fields to save you time during setup.
Deal properties — hs.deal.{propertyName}
Deal properties — hs.deal.{propertyName}
Property | HubSpot tag | Example value |
Amount |
| 50000 |
Amount in company currency |
| 46000 |
Annual contract value |
| 120000 |
Annual recurring revenue |
| 100000 |
Close Date |
| 2025-06-30T00:00:00Z |
Deal Description |
| Enterprise software license for 500 users |
Deal Name |
| Acme Corp – Q3 Expansion |
Deal owner |
| John Smith |
Deal Tags |
| High Priority,Renewal |
Deal Type |
| New Business |
Exchange rate |
| 0.92 |
Monthly recurring revenue |
| 8333.33 |
Next step |
| Finalize contract and schedule onboarding. |
Total contract value |
| 150000 |
Weighted amount |
| 37500 |
Weighted amount in company currency |
| 34500 |
Company properties — hs.company.{propertyName}
Company properties — hs.company.{propertyName}
Property | HubSpot tag | Example value |
About Us |
| Innovating the future of AI solutions. |
Annual Revenue |
| 7500000 |
City |
| San Francisco |
Company Domain Name |
| techinnovators.com |
Company name |
| Tech Innovators Inc. |
Country/Region |
| United States |
Description |
| Leading provider of cloud-based services. |
Industry |
| Computer Software |
Industry group |
| Technology |
Is Public |
| True |
Number of Employees |
| 250 |
Phone Number |
| +14155557890 |
Postal Code |
| 94107 |
Quick context |
| Recently expanded into European markets. |
Revenue range |
| $5M - $10M |
State/Region |
| California |
Contact properties — hs.contact.{propertyName} (Text Input Fields only)
Contact properties — hs.contact.{propertyName} (Text Input Fields only)
Property | HubSpot tag | Example value |
Annual Revenue |
| $5,000,000 |
City |
| San Francisco |
Company Name |
| Initech |
Country/Region |
| United States |
Country/Region Code |
| US |
LinkedIn Account |
| https://linkedin.com/in/emmajohnson |
Date of first engagement |
| 2024-05-15T14:30:00Z |
Description of first engagement |
| Downloaded whitepaper |
| emma.johnson@initech.com | |
Employment Role |
| Marketing |
Employment Seniority |
| Director |
Employment Sub Role |
| Digital Marketing |
Fax Number |
| +1 555-111-2222 |
First Name |
| Emma |
Industry |
| Information Technology |
Job Title |
| Marketing Director |
Last Name |
| Johnson |
Mobile Phone Number |
| +1 555-123-4567 |
Number of Employees |
| 100-500 |
Persona |
| Decision Maker |
Phone Number |
| +1 555-987-6543 |
Postal Code |
| 94107 |
Salutation |
| Ms. |
State/Region |
| California |
State/Region Code |
| CA |
Street Address |
| 123 Main Street |
Time Zone |
| UTC -07:00 US Pacific |
Website URL |
| https://www.initech.com |
The tag list is not exhaustive. You can use any existing HubSpot property—including both standard and custom ones—as long as it belongs to the relevant object type (deal, company, or contact).
To find the property name, go to you HubSpot account and navigate to: "Settings" > "Properties", click "Edit property" and look under “Internal name”.
HubSpot tag compatibility
⚠️ Contact properties (e.g. hs.contact.firstname) only work in Text Input Fields.
Field Type | Supports |
Text Input Field |
|
Read-Only Text Field |
|
Tag format
To work correctly, your tag must follow all these rules:
Must begin with
hs.Object types:
deal,company, orcontactProperty name:
Uses the property "internal name"
Must start with a lowercase letter (a-z)
Lowercase letters (a-z), numbers (0-9), and underscores only (_)
Max 100 characters
Creating & Sending a Request
Once your template is ready, you can create a signature request using HubSpot data:
Go to a HubSpot record (Deal, Company, or Contact)
Click "Create Signature Request"
Select your Yousign template
Replace the placeholder signers with HubSpot contacts
Click "Create signature request"
Click "Continue on Yousign"
The fields are auto-filled. HubSpot data has been automatically added to:
Text Input Fields “default value”
Read-Only Text Fields “value”
→ You can review and adjust the value if needed
Send the request 🎉
If a value or default value is already defined in the template field, it will be overwritten if corresponding HubSpot data is found.
How Data Is Retrieved
When you create a signature request from HubSpot:
Deal properties — hs.deal.{propertyName}
If you create the request from a Deal record → we use that Deal’s properties
If not → we look at the associated Deal (we ignore them all if there is more than one associated Deal)
Company properties — hs.company.{propertyName}
(same logic as Deals)
If you create the request from a Company record → we use that Company’s properties
If not → we look at the associated Company (we ignore them all if there is more than one associated Company)
Contact properties — hs.contact.{propertyName}
We use the HubSpot contact you selected to replace the placeholder signer in the template.
Example:
You have a placeholder signer with a Text Input Field tagged
hs.contact.firstname.In HubSpot, you assign the contact of Kelly Smith to that placeholder signer → Yousign will fill the field's default value with "Kelly".
Troubleshooting Guide
This section outlines common issues that may occur when attempting to fill fields with HubSpot data.
🕳️ The field is empty
The HubSpot tag is misspelled or uses the wrong property name
→ Double-check internal names in HubSpot Settings
The HubSpot property has no value
✂ The value is cut off
Your Text Input Field has a character limit that’s too low
→ Increase or remove the limit in the template
The field is too small on the document
→ Just resize the field manually during document preview
Help us improve this feature
We're constantly working to improve. If you have suggestions, encounter issues, or just want to share your experience, we'd love to hear from you!