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eSignature integrations for Salesforce and HubSpot

Send a document for signature from the record your team already has open. Status shows on that record, and the signed PDF and its audit trail file themselves back on it when the last signer finishes.

Get Salesforce early access Get HubSpot early access

Early access: we are onboarding Salesforce and HubSpot teams now. Tell us which CRM you use and we will set it up with you.

Opportunity Salesforce record Send for signature Deal HubSpot record Send for signature Agreement.pdf sealed + audit trail SEALED Signed PDF filed Signed PDF filed
Early access

Two CRMs, one way of working.

Both integrations are built and in testing with the first teams. They work the same way: send from the record, watch the status on it, and find the signed file there when it is done.

Salesforce

Early access
  • Send from the recordLead, Contact, Account, Opportunity, Quote, Contract and your custom objects.
  • The signed file comes backThe signed PDF and certificate of completion file themselves on the record.
  • Fields written backThe signed date and the signer go into the fields you mapped.
  • Status on the recordSent, viewed, signed or completed, where your team already looks.
  • Flow and CPQStart a request from a Flow action, or straight from an approved CPQ quote.
Get Salesforce early access eSignature for Salesforce

HubSpot

Early access
  • Send from the recordStart a signature request from a contact, a company or a deal.
  • Filled from the recordThe document takes its details from the record's properties, so nobody retypes them.
  • Status on the recordSent, viewed, signed and completed, visible on the record itself.
  • The signed file comes backWhen the last signer finishes, the sealed PDF and audit trail are attached to the record.
  • Built on the HubSpot APIIt works the same way as the Salesforce integration, so one process covers both teams.
Get HubSpot early access eSignature for HubSpot
How it works

How every integration works.

The same four steps whichever CRM you use. Nobody downloads, uploads or files anything by hand.

Step 01

Send from the record

Choose the document on the record and send it. Names and details come from the record, not from someone's clipboard.

Step 02

The signer signs anywhere

A link by email, opened in any browser on any device. No account and no download for the signer.

Step 03

Status on the record

Sent, viewed, signed and completed show on the record, so you can see where the paper is without asking.

Step 04

Signed PDF filed back

When the last signer finishes, the sealed PDF and its audit trail are filed on the record the request came from.

Also connects with, to file the result where your team looks Slack Google Drive Dropbox Box Zapier Your own, with the API

Every integration, on every paid plan.

There is no add-on fee for a CRM. Business is £12 per user per month billed annually, or £15 billed monthly, and it includes Salesforce, HubSpot and the other connectors. There is a Free plan too.

See pricing

No CRM? It works in the browser.

You do not need a CRM to use SignSecure. Upload a document, place the fields and send it from your browser. You get the same sealed PDF and certificate of completion, and you can connect a CRM later.

See the electronic signature software

Questions people ask about integrations

Which CRMs does SignSecure integrate with?
Salesforce and HubSpot. Both integrations are built and we are onboarding teams onto them now. In either one you send from a record, follow the status on that record, and get the signed PDF and audit trail filed back on it. SignSecure also connects with Slack, Google Drive, Dropbox, Box and Zapier, so the finished document can go where your team looks for it.
Do the integrations cost extra?
No. Every integration is included on every paid plan. Business is £12 per user per month billed annually, or £15 billed monthly. There is also a Free plan, so you can send and sign before you connect anything.
How do I get early access?
Use the early access button for Salesforce or HubSpot and tell us a little about your team. We read every request, and we will set the integration up with you on your own records.
Do my signers need a Salesforce or HubSpot account?
No. Signers open a link from their email and sign in any browser, on any device. Only the people sending from the CRM need a login to it.
Can I use SignSecure without a CRM?
Yes. Upload a document, place the fields and send it for signature from your browser. You get the same sealed PDF and certificate of completion. You can connect Salesforce or HubSpot later, and nothing you have already sent changes.

Tell us which CRM you use.

We are onboarding Salesforce and HubSpot teams now, and we will set the integration up with you on your own records.

Get Salesforce early access Get HubSpot early access