eSignature API + HubSpot Integration
Generate contracts, proposals, and agreements from HubSpot deal data and send them for signing — without leaving your CRM.
HubSpotYour workflow
triggereSignature APIGenerate + sign
signedWebhook document.completed posts straight back to HubSpot
What you can automate with HubSpot
- When a deal reaches a specific stage — automatically generate a contract PDF from deal properties and send it for signing
- Populate document templates with HubSpot contact and company data — name, address, deal value, start date
- Route signed documents back into HubSpot as attachments on the deal or contact record
- Trigger follow-up tasks or deal stage changes when a document is completed and signed
- Send NDAs for signing at the start of a sales conversation without leaving the contact view
How to set it up
1
Connect via HubSpot workflow or Zapier
Use HubSpot's native workflow actions (if available) or connect via Zapier or Make to trigger document generation from HubSpot deal and contact data.
2
Map HubSpot properties to template fields
Map HubSpot deal properties — contact name, company, deal value, close date — to the corresponding fields in your document template.
3
Send and track
The API generates the PDF and sends it for signing. When the document is completed, use the webhook to update the HubSpot deal stage or attach the signed PDF to the record.
Common questions
Does eSignature API connect directly to HubSpot?
CraftMyPDF has a native HubSpot integration for PDF generation. E-signature works through the same endpoint, so any HubSpot-connected workflow that generates a document can also trigger signing. For more advanced HubSpot workflows, use Zapier or Make as the connector.
Can I populate contracts with HubSpot deal data automatically?
Yes. Map HubSpot deal and contact properties to your document template fields. When the workflow triggers, the API pulls the data from HubSpot, generates the PDF, and sends it for signing — all automatically.
Where does the signed document go after completion?
Use the completion webhook to route the signed PDF back to HubSpot as an attachment, send it via email, or store it in your document management system.
Close deals faster with automated signing
Free plan. 50 documents per month. No credit card.