Introduction
Integrating HubSpot with BoloSign provides a seamless way to manage your customer relationships and document workflows in one unified platform. This integration allows you to sync data between HubSpot and BoloSign, enabling efficient tracking, management, and automation of your document signing processes. By leveraging this powerful combination, small businesses can enhance their productivity, improve customer interactions, and maintain a single source of truth for all their data.
1. Click on Settings
2. Click on Integrations
3. Click on Install
4. Select your account
5. Click on Choose Account
6. Please ensure that you are connecting to the BoloForms Signature App.
7. Click on Connect app
8. You would see a connected mark on HubSpot, which ensures that the app is connected to BoloForms.
9. Click on Documents
10. Click on PDF Templates
11. Click on Actions
12. Click on Edit Fields
13. Click on Variables
14. Click on HubSpot
15. Select a variable to map
16. Drag that particular variable
17. Click on Save
18. Here are all the varibles which are mapped to this particular document
19. Click on Select Deal
20. Select a deal to map
21. Click on Link
22. Select a contact related to that variable
23. Variables are mapped according to the specific deal.
FAQ
Can I automate workflows using the HubSpot integration?
Yes, you can create automated workflows that trigger actions in BoloSign based on events in HubSpot, such as sending a document for signature when a deal reaches a certain stage.
Is the integration secure?
Yes, BoloSign and HubSpot use secure APIs and follow industry-standard security practices to ensure that your data is protected during the integration process.
Can I customize the data fields that are synced between the platforms?
Yes, you can customize which data fields are synced to ensure that only relevant information is shared between HubSpot and BoloSign.
How does the integration benefit my business?
The integration streamlines your document management processes, reduces manual data entry, and ensures that your CRM is always up-to-date with the latest information, improving overall efficiency and customer satisfaction.
Conclusion
Integrating HubSpot with BoloSign is a strategic move for small businesses looking to optimize their document workflows and customer relationship management. By following this guide, you can easily set up and manage the integration, ensuring that your data is seamlessly synced and your processes are automated. This powerful combination will help you save time, reduce errors, and enhance your business operations, allowing you to focus on what matters most—growing your business.