Introduction
Integrating HubSpot with BoloSign streamlines your document management process, allowing you to leverage customer data from HubSpot directly within your PDF templates. Follow these steps to set up the integration and create documents with mapped variables, ensuring a seamless workflow for sending documents for signatures.
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.
How to Create Documents and Send for Signatures in HubSpot?
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
FAQs
How do I integrate HubSpot with BoloSign?
Ans. Navigate to Settings, click on Integrations, install the HubSpot integration, select your HubSpot account, and connect the BoloForms Signature App.Can I map HubSpot variables to my PDF templates?
Ans. Yes, you can map variables from HubSpot to your PDF templates by selecting and dragging the variables to the appropriate fields.How do I ensure the variables are correctly mapped?
Ans. After mapping the variables, save your changes and verify by viewing the mapped variables in the document.Can I select specific deals from HubSpot to map variables?
Ans. Yes, you can select and link specific deals from HubSpot to your document to map variables accurately.What happens if I change a deal in HubSpot?
Ans. If a deal in HubSpot is changed, you may need to update the mappings in BoloSign to reflect the new data.Is there a limit to the number of variables I can map from HubSpot?
Ans. There is no specified limit, but ensure your document remains organized and readable with the mapped variables.
Conclusion
Integrating HubSpot with BoloSign enhances your document management capabilities by allowing you to leverage customer data directly within your PDF templates. By following these steps, you can set up the integration, map variables, and create documents seamlessly. BoloSign’s intuitive interface makes it easy to manage and send documents for signatures, streamlining your workflow.