Introduction
When contracts fly out and statuses update automatically in HubSpot, you spend less time on busywork and more time closing. By installing BoloForms Signature in HubSpot, you’ll be able to send, sign, and track every agreement without ever leaving your CRM. As soon as a contract is “Sent” or “Completed,” HubSpot deal stages shift on their own—no manual updates, no missed opportunities. Let’s break down how to set it up and keep your pipeline humming.
Automate Your Deal Stages by Integrating Contracts with HubSpot
1. Click on Settings
2. Click on Integrations
3. Click on Install
4. Click on Choose Account
5. Click on Connect app
6. HubSpot integration is now connected.
7. Now go to PDF Templates, under the Document section.
8. Create a new template by uploading the contract/doc and assigning the role.
9. Add the relevant fields by just simply dragging and dropping.
10. To pull in HubSpot fields, click the HubSpot logo in the template editor.
11. Click on View related variables
12. Click on the dropdown option next to HubSpot.
13. Select the variables you want to add, like Hubspot.Deal.CloseDate
14. Add all the variables to the document as per the requirements.
15. Go back to the HubSpot integration panel (click the HubSpot logo in your template editor) to set up automation rules.
16. Click on Configure rules
17. Toggle it on.
18. Check SENT and COMPLETED
19. Toggle the automation rule on to activate deal-stage updates.
20. Select the criteria, like if Completed, then change it's stage to Close Won.
21. Similarly, set the SENT criteria to change the deal stage to ‘Contract Sent.
22. Click on Save
23. Click on Select Deal
24. Select your deal.
25. Click on the Link.
26. Click on Select
27. As you can see, right now our deal is at the "Appointment Scheduled" Stage.
28. We will send the contract.
29. As you can see, after sending the contact, the stage changed to the "Contact Sent" stage.
30. Now, let's fill the document and add all the necessary fields required, like Signature.
31. Signature added.
32. Deal data already fetched.
33. Click on Finish
34. Now Deal stage changed to "Closed Won".
35. Automation is working, and the Pipeline is updated.
FAQ
Q1: What HubSpot permissions are required?
You’ll need read/write access to deals, contacts, companies, and files. Ensure your OAuth scopes include CRM objects and file permissions so BoloSign can fetch data and update deal stages seamlessly.
Q2.: Which HubSpot plans support this?
Professional and Enterprise editions both work. As long as you can install third-party apps and configure deal pipelines, you’re all set—no extra HubSpot add-ons needed.
Q3: Can I map custom HubSpot properties?
Yes. In your PDF template editor, click the HubSpot icon to view related variables. You can select any property—standard or custom—like Deal.CloseDate, Company.Industry, or your fields, and they’ll auto-populate in the document.
Q4: How does the automation trigger deal stage changes?
Under the HubSpot integration settings, toggle on “Configure rules.” Choose the criteria—such as SENT or COMPLETED—to automatically move deals to stages like “Contract Sent” or “Closed Won.”
Conclusion
Automating deal stages with BoloSign in HubSpot eliminates the need for manual updates and ensures all signatures are captured. Sales sends contracts right from the deal record, legal tracks every signature live, and your CRM pipeline updates itself based on real usage. Set it up once, and let the automation handle the rest—so you can focus on closing deals and growing revenue.