ZohoSign for Hubspot

ZohoSign for Hubspot

Key Points

  1. Envelopes Directly
    1. Send ZohoSign envelopes directly from HubSpotIncrease opportunities
  2. Track Envelope
    1. Track envelope status without leaving HubSpot.
  3. Upload
    1. Upload document to Zoho Sign
  4. Send & Track Templates
    1. Send & Track Templates to Contacts/ Companies/ Deals /  Tickets module
Contact help@oapps.xyz for early access



Step 1


Setting Up

1. Install the plugin from Zoho Sign Marketplace listings2. Choose the Profile to access.
2. By clicking the box, you are providing your consent to our Terms&Conditions and Privacy Policy.
3. Click Enable button to install the extension.






Step 2

Authorize

    1. Enter your login credentials to authorize both Zoho Sign and HubSpot accounts.Click your profile from the top right drop down menu.
    2. After successful authorisation, go to your Hubspot page and find Zoho Sign CRM CardGo to API Key.



Step 3

ZohoSign Envelopes

1. Send ZohoSign envelopes directly from HubSpot.




Step 4

Record without leaving the Hubspot

1. Select the document from the list and send the doc to any record without leaving the Hubspot page.




Step 5

Upload  Document

1. Upload your document from the local drive to Zoho Sign.




All set go, Explore Zoho Sign - Hubspot integration and contact us For any support help@oapps.xyz


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