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Electronic Signatures for Hubspot

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

VIDEO AND LIVE CHAT

TRACKING AND AUTOMATION

INSTALLATION

E-SIGNATURE FOR HUBSPOT

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

  • Manage all documents for each company, contact, or deal
  • Automatically add recipients based on their existing association in Hubspot CRM
  • Automatically populate templates with CRM information using smart fields 
  • Create, edit, and customize all documents without ever leaving Hubspot
  • Receive real-time notifications for tracking analytics and document management in Hubspot
  • Leverage Google Docs integration tracking and e-signing features within Hubspot CRM
  • Automatically archive all signed deals in Hubspot

VIDEO AND LIVE CHAT FOR HUBSPOT CRM

Engage your clients in a personal and effective way

Studies show using an initial product video to a customer can increase the purchasability by 73%. Directly in Hubspot, you can easily introduce all your documents with a video presentation or a pre-recorded video!

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.
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

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