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Yes, it is possible to send a document for signature directly from HubSpot. Here are the steps to follow:
Connect HubSpot: Make sure your Certyneo account is connected to HubSpot via the official integration. You can configure this integration in Certyneo's integration settings.
Card on the record: Add a Certyneo card to the contact card or transaction in HubSpot. This card allows you to access Certyneo features directly from the HubSpot interface.
Send the document: Once the card is added, you can send a document for signature directly from the contact card or transaction. Certyneo will return a status in HubSpot to track the progress of the signature.
In practice, the integration with HubSpot allows smooth management of documents to be signed directly from the interface you normally use. For more information, consult the documentation on HubSpot integration on our site HubSpot integration documentation.
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