Introduction
Here’s the thing: if your leads live in HubSpot, you shouldn’t be typing names and emails into PDFs by hand. The HubSpot + BoloSign integration pulls lead data directly into your templates, fills variables for you, and can even automatically update lead stages as your document status changes.
What you’ll need:
A BoloSign account with access to Settings → Integrations
A HubSpot account with permission to install apps
A ready PDF or template in BoloSign
Below are the exact, click-by-click steps you shared. I’ve kept your screenshots and order intact so it’s easy to follow. After that, you’ll find quick FAQs and helpful links.
Steps involved
Use HubSpot Leads as variables in your template
1. On the BoloSign Dashboard, Click on Settings
2. Click on Integrations
3. Click on Install
4. Click on BoloSign – eSignature and PDF Automation by boloforms.com…
5. Click on Connect app
6. After connecting, it would be redirected to the integration page, see if the connected icon is shown; that means the integration is connected
How to use the Leads object in BoloSign
7. Click on Documents
8. Click on Create Template
9. Click on Confirm
10. Click on the HubSpot icon on the right Sidebar
11. Select Leads and Click on Save Option
12. Click on View related variables to see the variables for leads and associated objects
13. Click on HubSpot to see existing variables
14. Click on Manage HubSpot Fields, to add a field according to your needs
15. Select an object for the data
16. Select the field for the varibles
17. Click on Save, now a variable is created of that field
18. Select your variable
19. Drag your variables to your ideal position
Adding Lead Automations to the doc
20. For adding automation to your document
21. Click on Configure rules
22. Click on the Lead Stage automation
23. Click on the icon to select the lead stages
24. Select your pipeline for the lead you want to set the automation for
25. Add your lead stages for the document status change
26. Click on Save
27. After completing the document, click on Save
Sending the document
28. On the Send to Signers page, click on Select Lead
29. Select your lead, which you want for the document
30. Click on Link
31. See your variables filled
32. Send your document
33. After sending/Signing, to see the responses of the template click on responses
34. To download the PDFs click on download.
FAQ
Which HubSpot objects can I use with this template?
Start with Leads. You can also pull fields from associated Contacts, Companies, and Deals via Manage HubSpot Fields.Can I send a document from a Deal record too?
Yes. Create the template with your variables, then from Send to Signers choose the Deal’s associated Lead/Contact. Variables will fill from those objects. Stages can update based on your automation rules.Can different templates update different pipelines?
Yes. Pipeline selection is per template. Use one template per pipeline if your stages differ.Can I add custom HubSpot properties as variables?
Yes. In Manage HubSpot Fields, select the object, find your custom property, save it, then insert the new variable into the template.Can I resend the same template to a different Lead?
Absolutely. On Send to Signers, choose Select Lead, pick a different record, and the variables will refresh from that record.Is there an audit trail of what changed and when?
Yes. Track document events in BoloSign (Sent, Viewed, Signed). HubSpot will also show timeline activities when records are linked.
Conclusion and helpful links
You now have a template that fills itself from HubSpot Leads and moves stages as the deal progresses. Less admin, faster follow-ups, cleaner pipeline.
Open BoloSign Templates: https://signature.boloforms.com/dashboard/templates
Manage Integrations: BoloSign → Settings → Integrations
Need help? Email [email protected] with your workspace URL and a short screen recording.