HubSpot integration
Connect EndorsedSign to HubSpot so deal, company, and contact workflows can generate signature requests and sync completion back into CRM timelines.
What is live now
HubSpot connectivity ships as a private app integration with OAuth install in EndorsedSign admin.
| Capability | Status | How it works |
|---|---|---|
| Tenant-level install | ✅ Live | Admin connects HubSpot once per tenant from Developer → Integrations. OAuth tokens are stored per tenant. |
| Workflow action callback | ✅ Live | HubSpot workflow actions call EndorsedSign to create and send documents from templates using contact context. |
| Lifecycle sync | ✅ Live | Signed/completed/declined statuses can be written back as timeline notes and optional deal-property updates. |
Setup in four steps
- 1
Connect HubSpot in EndorsedSign
Go to Admin → Developer → Integrations and connect the HubSpot destination for your tenant.
- 2
Pick defaults
Configure a default template id and optional deal status property in the HubSpot destination settings.
- 3
Add the HubSpot workflow action
In HubSpot automation, add the EndorsedSign workflow action and map contact/deal fields to the action input.
- 4
Run an end-to-end test
Trigger the workflow from a test deal, sign the document, and confirm timeline + status sync in HubSpot.
What teams automate
Deal-stage signature send
Create and send signature packets as soon as a deal reaches legal-ready stage.
CRM timeline proof
Write signing milestones back as timeline notes so sales and ops share one source of truth.
Signed-file attachment
Optionally attach the signed PDF to HubSpot records after completion.
HubSpot integration FAQ
Bring HubSpot into your signature flow
Connect HubSpot, set your template defaults, and run your first deal-stage signing automation in one session.