CRM

jpolito3
Member

HelloSign

I have integrated Hubspot with HelloSign but not sure how to ensure, tracking by all parties and copies of the signed documents are saved in Hubspot. Is that at all possible? 

0 Upvotes
4 Replies 4
SalesIsScience
Participant

HelloSign

I would need a lot more detail to help you on this idea. Have you actually integrated the systems together already or is that hat you want to do?

If you have integrated them please describe the method you used.

0 Upvotes
jpolito3
Member

HelloSign

Thanks,  Yes I integrated the app on HubSpot, and have the document loaded on HubSpot as well but that's about all.  

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

HelloSign

Hi @jpolito3,

 

Have you connected with Hellosign Support regarding this matter? I would recommend partnering with them as they support the integration. 

 

I also want to tag in some users who have mentioned Hellosign on the forums. @Biz@CroDragon@SalesIsScience do you have any experience that could help @jpolito3?

 

Thanks!

Jess 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


jpolito3
Member

HelloSign

I have not contacted HelloSign yet. Thanks, Jess and all

0 Upvotes