Home | Solutions | Integrations |
Home | Solutions | Integrations |
Streamline your workflow and optimise business processes using our HubSpot connector.
Integrating your eSignature and CRM.
At eSign, we want to make automation accessible for all businesses. Taking the coding out of automation, our connectors can eliminate manual intervention, saving your employees time and increasing productivity. Create automated workflows using pre-set ‘triggers’ and ‘actions’ and streamline your CRM processes for maximum efficiency.
With so many triggers and actions available on Hubspot, you can create truly bespoke workflows. Integrating your eSignature and CRM helps to make document management easier and allows you to keep better track of transactions.
Automatically generate a new document.
Integrating eSign and HubSpot allows you to draw on the capabilities of both platforms, providing a seamless user experience for your sales and marketing team. Using our Hubspot connector, automatically generate a new document from a template, helping to reduce document creation time.
You can set this up in a way that works for your business and workflow. For example, you can automatically generate a new document, such as a contract or onboarding material, when a new contact is added or when a deal enters a specified stage in your Hubspot CRM.
Easily track the status of your documents.
Connecting HubSpot with eSign makes tracking the status of your documents and transactions easier. Changes made to your documents e.g. when a customer signs your document, can result in automatic updates in Hubspot, reducing admin effort on your part.
If your business frequently sends documents for signing, having automatic updates and notifications on your CRM makes keeping track of open transactions easy. It empowers your sales team to stay organised and make follow-ups with clients where required.
“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants comment on how easy it is to use as a signer which is fantastic.”
“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”
“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”
“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. eSign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”
“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straightforward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”
“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”
“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”
“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”
Streamline your company operations and business communications. Integrating eSign with HubSpot helps to simplify your business processes and CRM management, drawing on the abilities of both applications to get the most from your digital services.
In our digital world, paper-based processes can no longer keep up with the demands of the market. Optimize your operations with eSign’s Hubspot integration and ensure your business stays one step ahead of your competitors.
Ensure your digital solution is compatible with one of the most popular CRM systems on the market. Make your document processes easier for your employees and clients, providing a user-friendly and efficient experience to create the best possible impression of your business.
HubSpot is a versatile CRM platform that assists businesses in creating high-quality website content, driving relevant traffic, and converting leads into customers through effective digital marketing strategies.
HubSpot is designed to be highly user-friendly, making it easy for both website visitors and content creators. It simplifies the process of generating content for landing pages, forms, and emails. Additionally, HubSpot allows you to create and schedule social media content in bulk, helping you manage your ongoing marketing efforts efficiently.
