A typical sales cycle involves a substantial amount of paperwork and customer interaction. Sales teams often spend long hours printing, scanning, and mailing documents, from sales agreements to purchase orders and invoices. Plus, acquiring manual signatures across various departments can be a huge hurdle, especially if organizations are conducting business remotely.
If you are a growing organization, it’s important to focus on following up with prospective leads rather than on managing paperwork or digging through long email threads for documents that require signatures. That’s why we have collaborated with HubSpot to provide our users a way to streamline recurring activities and minimize the need for manual entry.
Zoho Sign + HubSpot
The Zoho Sign extension for HubSpot allows users to send documents and configure digital signature workflows to collect signatures and approvals directly from their HubSpot account. With this extension, you can track the status of sent documents or reach out to your contacts to follow up on your eSignature request at anytime.
The extension also allows you to send Zoho Sign templates to potential clients whenever a deal or contract is generated with their name inside HubSpot CRM. This reduces the overall turnaround time involved in a deal, thereby boosting productivity.
Where do I start?
This integration is readily available for all users with valid Zoho Sign and HubSpot accounts within the US data center (zoho.com/sign). You can install the Zoho Sign extension for your HubSpot account from the HubSpot App Marketplace.
We also offer step-by-step help documentation so users can quickly get started with this integration.
Want to try the product yourself? You can sign up for a free 14-day enterprise trial here. To share feedback, drop your comments below or send us an email at email@example.com.