BoldSign and HubSpot Integration

The BoldSign and HubSpot integration simplifies your document signing workflow within HubSpot CRM. This integration allows users to create reusable templates that automatically retrieve data from HubSpot fields, reducing manual entry and improving accuracy.

Users can send template-based or one-time signature requests, both prefilled with contact details from HubSpot for a fast, consistent, and highly accurate process. Additionally, you can track document statuses—sent, signed, or pending—directly within HubSpot, boosting productivity and streamlining signature workflows.

Key features

• Create reusable document templates.
• Map HubSpot fields to templates.
• Auto-fetch contact, company, and deal data.
• Prefill documents without manual entry.
• Send one-time signature requests.
• Track document status in real time.

System requirements

To use BoldSign effectively within HubSpot, ensure the following:

Supported browsers

• Google Chrome
• Mozilla Firefox
• Microsoft Edge

HubSpot access

Users must have appropriate object-level access in HubSpot to use BoldSign from:

• Contact records
• Company records
• Deal records

BoldSign account requirements

To activate and use the BoldSign integration with HubSpot, the admin must have one of the following BoldSign plans:

• Business
• Premium

Next Steps

If you are interested in getting started with the BoldSign and HubSpot integration, check out our article on: How to install and connect BoldSign for HubSpot.