Doc2 continues to revolutionise how Small and Medium-sized Enterprises (SMEs) create, send and eSign their contracts with our new HubSpot integration. HubSpot is the market-leading Customer Relationship Management (CRM) system for SMEs and this integration further minimises any copy and pasting required to create your contracts. This creates not only time savings but minimises human error.
This is the first of a range of integrations that we plan on releasing over the coming 12 months, but with nearly 30% of the market using HubSpot, this development will support and benefit a large number of our current and future customers.
What does this integration do?
This integration allows you to connect your HubSpot CRM account with your Doc2 account. This means you will be able to pull through data that is stored in your HubSpot CRM account directly into your contracts. For example, you could start typing the name of a new customer and the integration will allow you to auto-complete their name, but also fill in any other information relating to that person, maybe a company name, a date of birth or address.
How do I set it up?
Setting it up is simple:
- Connect your HubSpot account through the App page under settings
- Go to your template and find the field you want to lookup from, say a name field
- Set the field type as external data, HubSpot
- Set what data you want to feed into each field
- Submit and you’re done!
If you have any issues connecting and using it, just contact us on the live chat at the bottom of the page and we will help you get up and running!
Want us to integrate with you CRM? Just drop us a message.
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