Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Document Sent for Signature

Triggered in HubSpot when a new document is sent for signature in Signeasy, allowing you to track signing processes.
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Document Signed Event

Activates when a document is signed in Signeasy, enabling HubSpot to trigger notifications or other follow-up actions.
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Update Document Status in HubSpot

Automatically updates the document status in HubSpot based on changes in Signeasy, ensuring the team is informed of document progress.
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Create Task for Document Follow-Up

Creates a task in HubSpot for following up on unsigned documents, keeping your team proactive in managing pending signatures.
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Sync Document Expiration Dates

Ensures document expiration dates from Signeasy are visible in HubSpot, allowing teams to track upcoming renewals or follow-up actions.
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Record Signature Activity

Logs each signature event from Signeasy in HubSpot, providing full visibility into the signing process.
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Generate Document from HubSpot Data

Allows users to generate documents in Signeasy using HubSpot data, streamlining the setup of new agreements and contracts.
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Sync Notes from Signeasy

Any notes or comments added to a document in Signeasy are synced to HubSpot, ensuring that all relevant information is accessible.
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Auto-Create HubSpot Deal on Signed Document

Initiates a HubSpot deal once a document is signed in Signeasy, simplifying pipeline tracking for closed agreements.
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Customer Reviews

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  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
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    Ben Oaksmith
    Principal & Founder
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    Associate Creative Director
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    Lauren Meeks
    Accounting Manager
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    Director of Digital Strategy
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    Digital Marketing Lead
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    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Signeasy + HubSpot

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Simplify Document Signing

Automatically sync documents between Signeasy and HubSpot, streamlining the process of sending, tracking, and managing signatures.

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Enable Cross-Platform Collaboration

Facilitate collaboration between sales, legal, and client teams by keeping document progress updated in real-time across platforms.

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Automate Follow-Up Actions

Trigger automated workflows in HubSpot based on signing events in Signeasy, ensuring timely responses and updates.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the Signeasy integration help manage document signing in HubSpot?

This integration syncs documents between Signeasy and HubSpot, making it easy to track, manage, and automate signing processes in one place.

Can I track the signature status of a document in HubSpot?

Yes, document status updates in Signeasy are automatically synced to HubSpot, allowing you to monitor progress without switching platforms.

Is it possible to create follow-up tasks based on unsigned documents?

Absolutely! The integration can automatically create tasks in HubSpot for documents awaiting signatures, ensuring timely follow-up actions.

Can I set up notifications in HubSpot for signed documents?

Yes, when a document is signed in Signeasy, the integration can trigger notifications in HubSpot, so your team is instantly informed.

Does the integration support syncing document expiration dates?

Yes, document expiration dates from Signeasy are synced to HubSpot, helping you manage renewal reminders and follow-up actions effectively.

How does syncing notes between Signeasy and HubSpot help?

Syncing notes ensures all comments and discussions around a document are visible in HubSpot, keeping the team fully informed.

Can documents be generated in Signeasy using HubSpot data?

Yes, the integration allows you to generate documents in Signeasy using HubSpot data fields, streamlining document setup for contracts and agreements.

Does this integration improve collaboration between legal and sales teams?

By syncing document statuses, notes, and expiration dates, the integration facilitates collaboration between legal and sales teams, keeping them aligned on document progress.

Can HubSpot create deals based on signed documents in Signeasy?

Yes, when a document is signed, the integration can create a new HubSpot deal, helping track closed agreements within the sales pipeline.

Is it possible to sync signer information into HubSpot?

Absolutely. The integration syncs signer details from Signeasy to HubSpot, keeping contact records complete and accurate.
This integration syncs documents between Signeasy and HubSpot, making it easy to track, manage, and automate signing processes in one place.
Yes, document status updates in Signeasy are automatically synced to HubSpot, allowing you to monitor progress without switching platforms.
Absolutely! The integration can automatically create tasks in HubSpot for documents awaiting signatures, ensuring timely follow-up actions.
Yes, when a document is signed in Signeasy, the integration can trigger notifications in HubSpot, so your team is instantly informed.
Yes, document expiration dates from Signeasy are synced to HubSpot, helping you manage renewal reminders and follow-up actions effectively.
Syncing notes ensures all comments and discussions around a document are visible in HubSpot, keeping the team fully informed.
Yes, the integration allows you to generate documents in Signeasy using HubSpot data fields, streamlining document setup for contracts and agreements.
By syncing document statuses, notes, and expiration dates, the integration facilitates collaboration between legal and sales teams, keeping them aligned on document progress.
Yes, when a document is signed, the integration can create a new HubSpot deal, helping track closed agreements within the sales pipeline.
Absolutely. The integration syncs signer details from Signeasy to HubSpot, keeping contact records complete and accurate.

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