HubSpot eSignature Integration: Close Deals Without Leaving Your CRM

Generate & Send from HubSpot

From any deal, contact, or company record, select your eSignly template. Customer data from HubSpot properties automatically populates the document. Click send.

Client Signs on Any Device

Your client receives a secure link to review and sign the document. No accounts or downloads are needed. They sign with a few clicks, and you're instantly notified.

Automate & Archive

The moment it's signed, the deal stage in HubSpot updates automatically. The signed document and its legal audit trail are saved directly to the record. No manual work required.

Deeper Automation

Go beyond just sending. Automatically update deal stages, create follow-up tasks for your team, and even trigger enrollment in HubSpot sequences the moment a contract is signed. We turn signatures into revenue signals.

Seamless User Experience

Your team never has to leave the HubSpot interface. Our integration is built to feel like a native part of the CRM, which drives adoption and eliminates the need for extensive training.

Single Source of Truth

Stop searching through inboxes or folders. Every signed document and its complete, legally-binding audit trail is automatically attached to the correct contact, company, and deal record in HubSpot.

Ironclad Security

Protect your most sensitive agreements. Our platform is built with enterprise-grade security and is compliant with SOC 2 Type II, ISO 27001, HIPAA, and GDPR, giving your legal and IT teams total confidence.

Faster Setup

Connect eSignly to your HubSpot portal in under 5 minutes. Our simple, no-code wizard uses secure OAuth authentication, so you can start automating workflows today without a lengthy IT project.

Bi-Directional Data Sync

Not only can you pre-fill documents with HubSpot data, but information your client enters during the signing process (like a PO number or title) can be written back to update HubSpot properties automatically.

Transparent Pricing

Get powerful HubSpot integration without the exorbitant enterprise price tag. Our plans are clear, scalable, and designed to provide a massive ROI for teams of all sizes, from startups to large enterprises.

Real-Time Tracking

Know exactly where your deal stands. Get real-time visibility within the HubSpot timeline when a document is sent, viewed, or signed. No more guessing if your prospect has seen the proposal.

Developer-Friendly API

For advanced needs, our robust eSignature API allows you to build completely custom document workflows that still feed data and signed documents back into your HubSpot instance, offering unlimited flexibility.

Native HubSpot CRM Card

Manage the entire e-signature process from a dedicated card on your HubSpot records. See document status, send reminders, and access signed files without navigating away from the deal you're working on.

• Improves sales rep efficiency by keeping them in one system.
• Provides at-a-glance visibility into document status.
• Reduces context switching and mental fatigue.

Automated Document Generation

Dynamically create personalized contracts, proposals, and agreements by merging HubSpot properties directly into your eSignly templates. Eliminate copy-paste errors and ensure consistency across all documents.

• Saves minutes of manual work on every document sent.
• Ensures 100% data accuracy from CRM to contract.
• Scales your ability to send personalized documents.

Workflow Automation Triggers

Use eSignly events to trigger actions in HubSpot Workflows. When a document is signed, automatically move a deal to 'Closed-Won', notify the finance team, and enroll the customer in an onboarding sequence.

• Eliminates manual post-signature administrative tasks.
• Accelerates handoffs between sales, finance, and success teams.
• Ensures no customer or internal follow-up is ever missed.

Bi-Directional Property Updates

Capture data from signers and write it back to HubSpot. Add a field for 'Purchase Order Number' in your contract, and once the client fills it in and signs, that data automatically populates the corresponding property on the deal record.

• Keeps your CRM data complete and up-to-date automatically.
• Reduces the need for manual data entry after signing.
• Enriches your customer profiles with zero extra effort.

Automatic Document Archiving

Once a document is fully executed, a legally-binding PDF copy, along with its comprehensive audit trail certificate, is automatically uploaded and attached to the relevant HubSpot deal, company, and contact.

• Creates a secure, centralized repository for all contracts.
• Simplifies compliance and audit preparation.
• Ensures anyone on the team can find the final agreement.

Real-Time Timeline Events

Track every step of the signing process directly within the HubSpot activity timeline. See exactly when a document was sent, viewed by the recipient, and completed, giving you perfect context for follow-ups.

• Empowers sales reps with timely intelligence for follow-ups.
• Provides a complete history of interactions in one place.
• Increases forecast accuracy by showing prospect engagement.

Template Management & Sync

Create and manage your library of sales document templates in eSignly, and access them directly from within HubSpot. Ensure your team always uses the most current, approved version of any agreement.

• Maintains brand and legal consistency across the team.
• Speeds up the sending process with one-click template access.
• Simplifies updates to legal terms or pricing.

Bulk Sending from HubSpot Lists

Send a standardized document, like an updated terms of service or an annual partnership agreement, to a list of contacts in HubSpot. Each contact receives a unique, signable copy.

• Saves hundreds of hours on mass communication campaigns.
• Ensures auditable consent from your customer base.
• Personalizes mass sends using HubSpot contact data.

AI-Powered Field Mapping

Our AI helps you quickly map fields in your PDF or DOCX templates to corresponding HubSpot properties. The system intelligently suggests connections, drastically reducing the time it takes to set up a new document template.

• Reduces template setup time by up to 80%.
• Minimizes human error in field mapping.
• Makes it easy for non-technical users to create smart templates.

Conditional Logic & Routing

Build intelligent documents that adapt based on HubSpot data. For example, if a deal value in HubSpot is over $50,000, automatically add a section for legal review or require an additional signature from a manager.

• Automates complex approval and signing workflows.
• Ensures compliance with internal business rules.
• Creates a single template that serves multiple scenarios.

Custom Branding

Ensure a seamless customer experience by customizing the signing process with your company's logo and brand colors. The entire workflow, from email notification to the signing page, feels like an extension of your brand.

• Builds trust and reinforces your brand identity.
• Provides a professional and cohesive customer experience.
• Differentiates you from competitors using generic tools.

Enterprise-Grade Security & Compliance

Leverage our full suite of compliance certifications (SOC 2, ISO 27001, HIPAA, GDPR) for every document sent from HubSpot. All data is encrypted in transit and at rest, meeting the strictest security requirements.

• Satisfies the security requirements of enterprise clients.
• Reduces risk and ensures legal enforceability.
• Provides peace of mind for your IT and legal departments.

API-Enhanced Workflows

Use our powerful REST API in conjunction with the HubSpot integration to build highly custom solutions. For example, trigger a document signing process from a custom object in HubSpot or an external system.

• Offers unlimited flexibility for unique business processes.
• Allows for deeper integration with your entire tech stack.
• Future-proofs your document automation strategy.

Role-Based Access Control

Manage which team members can send which documents and from where. Sync user permissions from HubSpot or configure them in eSignly to ensure that only authorized reps can send high-value contracts.

• Prevents unauthorized use of sensitive documents.
• Ensures sales reps only see the templates relevant to them.
• Simplifies user management and security administration.

Detailed Reporting & Analytics

Analyze document turnaround times, completion rates, and other key metrics. Use this data, combined with HubSpot reporting, to identify bottlenecks in your sales process and optimize your team's performance.

• Provides actionable insights to shorten the sales cycle.
• Helps sales managers coach their teams more effectively.
• Measures the direct ROI of your workflow automation.

SaaS Startup Accelerates Sales Cycle by 30% with HubSpot and eSignly Integration

Client: InnovateTech Solutions (Rachel Manning, VP of Sales)

A fast-growing B2B SaaS company with a 20-person sales team was struggling to scale their closing process. Their reps were spending up to 30 minutes per deal on document admin—manually creating contracts, sending them via a separate tool, and then updating HubSpot.

"The eSignly integration for HubSpot was a game-changer. Our reps now close deals in minutes, right from the deal record. We've eliminated manual data entry, and our forecasting is more accurate because deal stages update in real-time. It paid for itself in the first month."

Real Estate Agency Manages 5x More Listings with Automated Document Workflows

Client: Urban Commercial Realty (Thomas Lamb, Principal Broker)

A boutique real estate agency specializing in commercial properties was drowning in paperwork. Each deal required multiple documents—listing agreements, offers, counter-offers, and closing papers—all of which were handled via email and scanned PDFs.

"Before eSignly, I was constantly chasing signatures and trying to figure out which version of a contract was the most current. Now, everything is in HubSpot. I can send a listing agreement from a contact record and see the moment it's viewed. It's given me back 10 hours a week."

Global Consulting Firm Ensures Compliance and Speeds Up Onboarding with eSignly for HubSpot

Client: Momentum Strategy Group (Samuel Gordon, COO)

A 500-person consulting firm uses HubSpot to manage its client acquisition pipeline. Their process for signing Master Service Agreements (MSAs) and Statements of Work (SOWs) was disconnected from their CRM, requiring manual intervention from their legal and finance teams.

"Security and compliance are non-negotiable for us. The eSignly integration gave us the automation we needed without compromising on security. The audit trails are robust, and having everything automatically archived in HubSpot has made our compliance audits incredibly simple."

"We connected eSignly to our HubSpot and were sending contracts within 15 minutes. The automation that updates the deal stage is simple but has saved my team countless hours. It just works."

"The bi-directional data sync is the killer feature. We capture critical client information during signing and it flows right back into HubSpot, enriching our data without any manual work. It's a huge win for data hygiene."

"As a small business, we need tools that are powerful but easy to use. The eSignly-HubSpot integration feels like it was built for us. It professionalized our closing process overnight and helps us compete with much larger firms."

"Our legal team approved eSignly because of its HIPAA and SOC 2 compliance. The integration was secure and seamless. It's rare to find a tool that both the sales team and the IT security team love."

"I can send an offer from my car on my phone, right from the HubSpot app using the eSignly integration. My clients can sign it instantly. In this market, that speed is the difference between winning a deal and losing it."

"We use it for everything from sales contracts with school districts to enrollment agreements for parents. Having all signed documents automatically organized in HubSpot by contact has revolutionized our record-keeping."

HubSpot API

The core of the integration, allowing us to read and write data to CRM objects like contacts, deals, and companies.

REST APIs

Our service is built on a RESTful architecture, enabling predictable, resource-oriented communication between our platform and HubSpot.

OAuth 2.0

Provides secure, token-based authentication so users can grant access without sharing their HubSpot passwords.

Webhooks

Enables real-time communication. HubSpot notifies our system instantly of changes, and we notify HubSpot when a document is signed.

JSON

The lightweight data-interchange format used for all API communication between eSignly and HubSpot.

AWS Infrastructure

Our platform is hosted on Amazon Web Services, providing world-class scalability, reliability, and security.

TLS 1.2/1.3 Encryption

All data is encrypted in transit between our servers, HubSpot, and the end-user, preventing eavesdropping.

AES-256 Encryption

All documents and sensitive data are encrypted at rest in our databases, protecting your information.

PDF Generation & Manipulation

Core technology for creating, populating, and securing the final, legally-binding documents.

SOC 2 Type II

An audited certification that proves our systems and processes meet stringent, ongoing security and availability standards.

ISO/IEC 27001

An international standard for information security management, demonstrating our commitment to protecting customer data.

HIPAA Compliance

Ensures we can handle Protected Health Information (PHI) securely, a critical requirement for healthcare clients.

GDPR Compliance

Demonstrates our adherence to data protection and privacy regulations for all users, especially those in the European Union.

Single Sign-On (SSO)

Allows enterprise clients to manage user access through their corporate identity providers (e.g., Okta, Azure AD).

AI & Machine Learning

Powers our advanced features like intelligent field mapping and is the foundation for our future contract analysis tools.

Does HubSpot have its own native e-signature feature?

Yes, HubSpot offers a very basic, native e-signature tool as part of its Sales Hub. However, it is limited in functionality (e.g., number of signatures per month on lower tiers) and lacks the advanced automation, security features, and compliance (like HIPAA) that a dedicated platform like eSignly provides. Our integration is for businesses that need a more robust and scalable solution.

Is the eSignly integration free?

Access to the HubSpot integration is included in all our paid plans and our generous free plan. You will need an eSignly account and a HubSpot account (with API access, typically Professional or Enterprise tiers) to use the integration. You can start on our free plan to test the full functionality.

What HubSpot plans are compatible with this integration?

Our integration requires API access to your HubSpot portal. This is typically available on HubSpot's Professional and Enterprise plans for Sales Hub, Marketing Hub, and Service Hub. Please check your current HubSpot subscription for API access availability.

How secure is the data transfer between eSignly and HubSpot?

Security is our top priority. The integration uses OAuth 2.0 for authentication, which is the industry standard for secure authorization. All data transferred between HubSpot and eSignly is encrypted in transit using TLS 1.2 or higher. Our platform is also SOC 2 Type II certified, which validates our security controls.

Can I use this integration to send documents to people who are not in my HubSpot CRM?

The primary workflow is designed to initiate sending from an existing HubSpot record (contact, company, or deal). However, you can add new signers to a document on the fly. If a new person signs, you can configure a workflow to create a new contact record for them in HubSpot automatically.

What kind of support do you offer for the integration?

We offer comprehensive support for all our users. This includes a detailed knowledge base with step-by-step guides, email support for all plans, and dedicated account managers and priority support for our Enterprise customers to help with setup, strategy, and any questions you may have.

How quickly can my team start sending documents via HubSpot?

The integration is designed for rapid deployment. You can connect your eSignly account to HubSpot using our secure wizard in under 5 minutes. No coding is required, and your sales team can begin sending documents immediately after authentication, allowing you to realize value on day one.

Can we use our own company branding on the documents sent from HubSpot?

Absolutely. eSignly allows you to fully customize the signing experience with your company logo and specific brand colors. This ensures that every contract or agreement maintains a professional, consistent look that reinforces your brand identity from the moment the document is opened.

What happens to our signed documents if we cancel our eSignly subscription?

Your data remains yours. If you decide to cancel, you retain full access to all your signed documents and their audit trails. We provide straightforward export options, ensuring your business continuity is never at risk and your compliance documentation remains intact.

Can we create custom signing workflows for different departments?

Yes. eSignly supports complex, conditional workflows. You can configure different signature paths, approval steps, and document templates based on specific HubSpot properties (like deal value or department), allowing you to standardize processes across your entire organization without manual oversight.

AI-Powered Contract Analysis

Imagine automatically flagging non-standard clauses or risky terms in a contract before you send it. Our future AI engine will analyze documents against your legal playbook, providing real-time risk scores and suggestions directly within HubSpot.

Predictive Follow-Up

By analyzing signer engagement patterns (time spent on pages, viewing frequency), our AI will prompt your sales team with the optimal time and message for follow-ups, increasing the probability of a swift signature.

Smart Data Extraction

Go beyond simple field mapping. Our AI will be able to read signed, third-party contracts and automatically extract key data points (like effective dates, renewal terms, and total value) and populate them into the correct HubSpot properties, saving hours of manual review.

Reclaim Sales Time

Your top talent is currently losing hours every week toggling between HubSpot and external signing tools. By automating the hand-off, you reclaim an average of 22 minutes per document. That is time better spent on prospecting and relationship building.

Accelerate Deal Velocity

Speed is the ultimate competitive advantage. Manual, fragmented processes lead to 'document drift'—the dangerous gap between verbal agreement and legal execution. We close that gap by triggering signing events instantly from your HubSpot deal stages.

Drive Revenue Growth

Every delayed signature is a risk. By embedding the eSignature workflow into your CRM, you eliminate the friction that causes deals to stall or fall through. A tighter, more automated process leads directly to faster revenue recognition and improved forecasting accuracy.

SaaS Plans (Self-Service)

Ideal For: Teams of any size who want to get started immediately.

Enterprise Plan (Managed Setup)

Ideal For: Large organizations with complex workflows or security review processes.