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Electronic signatures for Hubspot CRM

Everything you need in one place. Track, send and e-sign directly from Hubspot CRM with GetAccept
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HUBSPOT E-SIGNATURE INTEGRATION

VIDEO AND LIVE CHAT FOR HUBSPOT CRM

DOCUMENT TRACKING AND AUTOMATION

HOW TO INSTALL E-SIGNATURES FOR HUBSPOT

E-SIGNATURE FOR HUBSPOT CRM MADE EASY

Get your most critical documents signed and returned via Hubspot CRM 

  • Easily manage and send documents related to a Company, Contact or Deal.
  • Auto add recipients based on their existing association in Hubspot CRM
  • Auto-populate templates with CRM information using smart fields 
  • Edit the look and feel of your documents without leaving Hubspot
  • Track the activity in the document and get notifications synced into Hubspot as soon as something happens
  • Add tracking and signing capability to any Google Doc, Google Slide or Google Sheet and edit within Hubspot
  • Automatically attach a signed copy to the Hubspot record

VIDEO AND LIVE CHAT FOR HUBSPOT CRM

Take your client engagements to the next level

Getting a response requires doing something extra that appeals to your recipient in a new way. Studies have shown that the likelihood of purchase increases significantly (up to 73%) if you have first seen a video explaining a product or service. Take advantage of this by  easily introducing all of your sendable experiences with a video presentation directly from your Hubspot CRM environment. This videos can be pre-recorded templates or generated live via your desktop webcam or cell phone. 

Another industry trend amongst high performing companies is to make business communications more casual. In GetAccept, harness our built-in Live Chat to proactively ask questions to customers on any document you have sent them. Easily reply when out of the office or away from your desk using the GetAccept mobile app.

DOCUMENT TRACKING & AUTOMATION - MADE SIMPLE

 

Stop guessing and use data to drive your business decisions

View all sent documents without leaving Microsoft Dynamics and order opportunities based on level of interest. Closely monitor critical information like number of unique opens, time spent on key pages, whether materials are forwarded onto other key decision makers and last activity date. 

How to Install GetAccept E-signatures for Hubspot

  • 1. Add the GetAccept Chrome extension (You need to have Google Chrome as your browser).
  • 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, Company or a Deal you will see the GetAccept panel on the right. This is where you can send new experiences or explore your prior sends.
  • 5. Select the recipient which is auto-populated 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! Then click send.
  • 6. The document's status will appear in the Hubspot and the recipient's activities will be visible 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 sent document.
Do not hesitate to contact us if you have any questions or want a demo of the integration!

Important features and benefits

Close Deals Faster

Make it easy for both you and the customer to sign the deal quickly, wherever you are

Manage Everything in One Place

Control your pipeline activity, customer dialogue, related documents and relevant insights all within Hubspot CRM

Modern Communication

Answer customer questions via Live Chat. Explain your message in a video. Reach out proactively when prospects are active via the GetAccept mobile app

Get Started Today!

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