Zoho Sign + HubSpot
Close your deals faster with e-signatures
Collect signatures effortlessly
Inbound marketing, sales, and customer service involves a lot of paperwork and signatures. With the Zoho Sign extension for HubSpot CRM, you can sign, send, and manage all your documents directly from your HubSpot account. This integration will give your sales and marketing teams peace of mind and allow them to complete paperwork from anywhere at any time.
Popular use cases
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Sales
Non-disclosure agreements
Purchase orders
Invoices
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Marketing
Social media policy
Onboarding agreements
Marketing proposals
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Service
SLA agreements
Incident management agreements
Customer experience agreements
Key benefits
Easy to send your sales documents out for signatures.
Ability to check the status of documents without leaving your HubSpot account.
Cuts costs on printing, scanning, and mailing the documents to recipients.
How does this integration work?
Add the Zoho Sign extension to your HubSpot account directly from the HubSpot App Marketplace.
02Enter the login credentials to authorize both HubSpot and Zoho Sign accounts; upon successful authorization, go to your HubSpot CRM.
03You can either upload the document from your device or select any pre-filled Zoho Sign template to send the document out for signature.
04If you were to upload the document from your device, you will be taken to the Zoho Sign website to complete the digital signature workflow before sending it out for signature.
05If you have chosen a pre-filled Zoho Sign template, you can add recipients and send the document out for signature directly from HubSpot.