It’s time to get excited, because we’ve just rolled out a game-changer for all the finance professionals out there using Doc2 alongside HubSpot! Introducing our seamless HubSpot integration – a feature that’s set to revolutionise the way you manage client interactions and document eSignings.
Doc2 has always been at the forefront of simplifying contract creation and management for finance pros, but now we’ve taken things a step further. With our upgraded HubSpot integration, not only can you pull data effortlessly from your HubSpot CRM, but you can also push pivotal activities back into it. This means every time a document is sent for eSigning or has been fully eSigned, it’s tracked and attached right there in your HubSpot account.
How do you connect Doc2 to HubSpot?
Linking Doc2 with your HubSpot account couldn’t be more straightforward. Here’s how:
1. Navigate to the ‘Settings’ section within Doc2.
2. Select ‘Apps’ and find the HubSpot app.
3. Click ‘Install’ and then ‘Install Now’.
4. Log into your HubSpot account and authorise Doc2 to connect.
And just like that, you’re all set to enjoy the seamless integration!
What are the benefits of integrating with HubSpot?
The integration of Doc2 with HubSpot brings a host of advantages that will make your work life a breeze. Let’s dive into the main benefits:
Unify your client interactions in one CRM
Say goodbye to the hassle of juggling multiple platforms. With our HubSpot integration, every significant action—from sending a contract for eSigning to the final eSignature—is recorded as a timeline event in HubSpot. This ensures that all your client interactions are centralised in one place, providing a cohesive and comprehensive view of each client relationship.
Keep a record of all signed agreements with clients in your HubSpot account
The days of manually copying and pasting documents into various locations are over. Whenever a document is fully eSigned, not only is a timeline event created, but the eSigned document itself is automatically attached to the relevant contact or company in HubSpot. This means you’ll always have easy access to all your signed agreements, right within your CRM.
No more copy and pasting documents into multiple locations
Our integration eliminates the need for tedious, repetitive tasks. With automatic updates and document attachments, you can focus on what you do best—managing your client relationships and growing your business—without the burden of admin overhead.
What and when we push to HubSpot
- When a document is sent for eSigning: A timeline event is created and linked to a contact or company in HubSpot.
- When a document has been eSigned by all parties: Both a timeline event and the eSigned document are attached to the contact or company.
Experience the integration today
Ready to streamline your contract management process with our HubSpot integration? Connect your Doc2 and HubSpot accounts today and witness the transformation in your workflow. Say hello to efficiency, and farewell to the days of disjointed client management.