Integration · HubSpot + Zignature

Send from HubSpot.
Close in the CRM.

Send proposals and contracts directly from HubSpot deals, contacts, and companies. Signing status updates the deal stage automatically. No tab-switching, no data re-entry.

Connect HubSpot Free → Book a Demo
HubSpot
+
Zignature
Native CRM card
Send from deal, contact, company
Auto deal stage
Updates on signature completion
Field pre-fill
HubSpot properties → doc fields
Webhook sync
Real-time signing events to CRM
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Send Documents from Any HubSpot Deal, Contact, or Company

Zignature embeds a native card inside HubSpot's deal, contact, and company records. Your reps select a template, confirm the recipient, and fire a signing request in three clicks — never leaving HubSpot. No copy-pasting emails, no switching apps.

  • Native CRM card — Zignature card appears directly in HubSpot deal, contact, and company sidebars.
  • Template picker — Select from your Zignature templates without leaving HubSpot.
  • One-click send — Pre-filled with CRM data — name, email, company, deal value — ready in seconds.

Send Documents from Any HubSpot Deal, Contact, or Company

Zignature embeds a native card inside HubSpot's deal, contact, and company records. Your reps select a template, confirm the recip...

Included on all plans

Signing Events Automatically Advance Deal Stages

Define which HubSpot deal stage a deal moves to when a document is sent, viewed, or fully signed. No manual updates. Your pipeline reflects the real signing status at all times — and your forecast stays accurate.

  • Sent → stage update — Deal moves to 'Contract Sent' the moment your rep fires the request.
  • Signed → close — Deal advances to Closed-Won automatically when all parties have signed.
  • CRM activity log — Signing events logged as HubSpot activities with timestamps and signer details.

Signing Events Automatically Advance Deal Stages

Define which HubSpot deal stage a deal moves to when a document is sent, viewed, or fully signed. No manual updates. Your pipeline...

Included on all plans

Trigger Documents from HubSpot Workflows and Sequences

Build document sending into your HubSpot Workflows and Sequences. Auto-send NDAs when a deal reaches a stage. Trigger follow-up reminders if a document goes unsigned for 48 hours. Full automation, zero manual work.

  • Workflow action — Add Zignature as a workflow action — trigger sends based on any HubSpot property.
  • Sequence integration — Include document reminders in HubSpot email sequences automatically.
  • Custom properties — Signing status and completion date sync back as HubSpot contact/deal properties.

Trigger Documents from HubSpot Workflows and Sequences

Build document sending into your HubSpot Workflows and Sequences. Auto-send NDAs when a deal reaches a stage. Trigger follow-up re...

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

🤝

NDAs at First Contact

Auto-send NDAs when a contact reaches the 'Qualified Lead' lifecycle stage.

💼

Sales Proposals

Send proposals from the deal record and auto-advance to 'Proposal Sent' on dispatch.

📋

Service Agreements

New client MSAs sent from the company record and filed on completion.

🔄

Renewal Contracts

Trigger renewal contract sends via HubSpot Workflows 60 days before deal close date.

🧾

SOW Signing

Statements of work sent from deals and signed status synced back to HubSpot deal properties.

📊

Forecast Accuracy

Pipeline stages driven by real signing status — no more manual deal stage changes.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Install from HubSpot Marketplace

Find Zignature in the HubSpot App Marketplace and install with one click.

2

Configure deal stage mappings

Map Zignature events (sent, signed, declined) to your HubSpot deal stages.

3

Send from HubSpot CRM card

Use the Zignature card in any deal or contact record to send documents.

4

CRM auto-updates on signing

Deal stages advance and activity logs update automatically as documents are signed.

Connect HubSpot to Zignature Today

Free to start. No credit card. Works with your existing HubSpot account.

Get Started Free → Book a Demo
FAQ

Frequently Asked Questions

Everything you need to know about the HubSpot integration.

Does this work with HubSpot Free, Starter, Pro, and Enterprise?
Zignature's HubSpot integration works on all HubSpot tiers. The CRM card and deal stage automation are available on all plans.
Can HubSpot properties pre-fill document fields?
Yes. Contact name, email, company name, deal value, and any custom HubSpot property can be mapped to Zignature document fields and pre-filled automatically.
Does it work with HubSpot Workflows?
Yes. You can add a Zignature document send as an action inside any HubSpot Workflow, triggered by deal stage changes, lifecycle stage changes, or any property update.
What signing events are synced back to HubSpot?
Document sent, first viewed, each party signed, fully completed, declined, and voided — all logged as HubSpot timeline activities with signer details and timestamps.
Can I use this with HubSpot Quotes?
Yes. You can attach a Zignature signature block to HubSpot Quotes so clients can e-sign the quote directly, with signing completion advancing the associated deal.

Related Resources

Salesforce Integration
In-CRM document sending for Salesforce opportunities and contacts.
Pipedrive Integration
Close deals faster with Pipedrive native document signing.
E-Signatures for Sales Teams
CRM-connected signing workflows built for revenue teams.

Related Resources

E-Signatures for Sales Teams
Close HubSpot deals with in-CRM signing.
Salesforce Integration
Related: Salesforce CRM integration.
E-Signatures for Marketing Teams
HubSpot-powered marketing contract workflows.
Business Proposal Signing
Send proposals from HubSpot opportunities.