esignature in form via API

Developer Support APIs & Integrations
1

Hi, i need an esignature in a form. My thought was a custom module with custom form, but it doesn’t want to work. The form works, but it doesnt save the data into HubSpot. I also need that signature added to the contact, so i thought maybe i can “transform” the signature into an image and then upload that to a contact property type “data”? I have limiten html knowledge
Here is a test-website with the custom module: https://test-portal-www-nbs-co-at-5255144.hs-sites.com/test-fdb

Anyone an idea for that? :slightly_smiling_face: Also why is there no HubSpot form field option for that…there should be that option long ago in my opinion…

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Hey, @IrisOlbrich :waving_hand: Welcome to the community! Thank you for your question.

I don’t have a solution, but I have a few questions. The goal is to gather more info and context so that we can invite a some of our community members to the conversation that have relevant experience.

Questions:

  • Can you provide more details about your form setup and how you’re attempting to capture the signature? Are you using a third-party library or tool?
  • When you say the form doesn’t save the data into HubSpot, could you elaborate on what exactly is happening? For instance, are there specific error messages appearing in the console or in the network responses? If so, could you provide details on these error messages?
  • In your JavaScript code for this form, how are you handling errors or exceptions?
  • Is the data successfully being sent, but not appearing in the CRM, or is it not being sent at all?
  • Have you considered third-party e-signature providers like DocuSign, HelloSign, etc., that could handle the signature functionality and then pass the information to HubSpot?

Lastly, about your suggestion for a built-in e-signature field type for HubSpot forms — that’s a great idea! I found this matching post in the Ideas Forum and gave it an upvote.

Thank you for providing additional details, so our community can help you better :blush: — Jaycee

3

Hi Jaycee!
Thanks for your reply!
We tried different “ways” now, but it doesn’t seem to work.
1. We tried to have a regular HubSpot form with firstname, lastname and email. Then we tried to code a custom module, where you have an additional canva-field for the signature. the plan was to have a js function that reads the submitted informations on the form, then uses the submitted signature, transfroms it into a base 64 or jpg and uploads that file into a contact file-property.
2. Then we tried to code a custom module with a custom form, where we have the same type of information, but that all the information submitted is then uploaded directly to the contact. Here we added, that if the contact (based on the mailadress) is already known in Hubspot, that it updates the data and adds the signature into the file-property and if its a new contact, it adds/generates the contact and then adds all the information.
We didn’t get any error messages (maybe a coding problem on our side, since we aren’t “coders”). It just didn’t upload any information into HubSpot. I unfortunately don’t know how i can see if it the data is sent successfully, but not appearing in the CRM, or if its not being sent at all.
We don’t really want to use a third party, since these are sensible informations from our contact unfortunately.
I also added “our latest attempt”, i hope that helps…
Looking forward to your reply! :slightly_smiling_face:

798777_1_our latest attempt.docx (17.6 KB)