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 variables which are mapped to this particular document

19. Click on "Select Deal"

20. Select a deal to map

21. Click on "Link"

22. Variables are mapped according to the specific deal.

1. Click on "Create Document"

2. Sign in to your Boloforms Account.

You would be required to sign in only once.

3. After Signing In, Click on Close

4. Click on "Create Document" again.

5. Click on "Send For Signatures"

6. Your Variables are set