Electronic Signatures for Hubspot

E-SIGNATURE FOR HUBSPOT

All-in-one Hubspot CRM integration that allows you to completely access contracts, proposals, and documents. 

VIDEO AND LIVE CHAT FOR HUBSPOT CRM

Engage your clients in a personal and effective way

With the Hubspot integration, you can harness our built-in Live Chat to proactively ask questions to your customers. Utilize GetAccept's chat features to personalize your conversations around each sent document and contract.

DOCUMENT TRACKING & AUTOMATION

Use data to drive your business decisions

Track all agreements directly in your Hubspot environment. You can easily see and manage all your deals, documents, and contacts. Track customer behavior analytics such as the number of unique document opens, document duration, and document forwarding. Leverage the automatic reminder feature to increase your sales effectiveness. With the Hubspot integration, you gain full tracking and automation control of GetAccept! 

How to Install GetAccept E-signatures for Hubspot

1. Add the GetAccept Chrome extension (Google Chrome required).
2. The integration will be activated when you are logged in to Hubspot.
3. Click the GetAccept icon in your browser () and use your GetAccept login details to log in - or create a free test account.
4. When you are in a Contact, a Corporate Card, or a Deal you will see the GetAccept panel on the right. From here, you can start a new conversation or follow up on current leads.
5. Select the recipient from your contact card or use the search function. Choose what role the recipient should have (signer or recipient) and then decide whether to use a template or upload a document. Don't forget to add your video (personal or pre-recorded) or record a new one using the GetAccept app. Then click send!
6. The document's status will appear in Hubspot and the recipient's activities will appear in your timeline. You will be able to see how long the recipient has looked at each page of the document by clicking on the document.