How to install and connect BoldSign with HubSpot?

The BoldSign and HubSpot integration enables you to send, track, and manage e-signature documents directly within HubSpot CRM. By connecting BoldSign, you can request signatures with reusable templates or one-time documents, with data automatically pulled from HubSpot properties for a fast, accurate, and efficient workflow.

Follow the steps below to set up and start using BoldSign with HubSpot:

Install and Connect BoldSign with HubSpot

• Go to the BoldSign and HubSpot Integration page and click the Connect Your Accounts button.

• Log in to your HubSpot Account and select the HubSpot account you want to connect.
• Click Allow to authorize HubSpot access to your BoldSign account.
• Once the HubSpot account is successfully connected, log in and connect your BoldSign account.

• Enter your BoldSign account credentials and click Allow to authorize HubSpot access to your BoldSign account.

• That’s it! You’ve successfully connected BoldSign with HubSpot CRM.

Set up the BoldSign Signature App Card

• Go to your HubSpot account and click the Settings icon in the toolbar.
• Under Account Management, select Integrations, then click Connected Apps.

• Locate and click on the BoldSign App.
• Go to the App Cards tab.
• Click the Manage Location button to add the app card to Contacts, Deals, and Companies as needed.

• Thats it! You have successfully configured the BoldSign Signature App card.
• Now, you and your HubSpot team members will see the BoldSign Signatures App card in the right sidebar of HubSpot records.
• From the BoldSign Signature app card, you can connect your account, send or create templates, send documents, view documents, or disconnect the integration as needed.