Within the digital age, signatures are a vital a part of doing enterprise. They supply a approach to confirm the authenticity of a doc and to make sure that the one who signed it’s who they are saying they’re. Whereas there are numerous methods to create a signature, one of the handy is to make use of a kind builder. Hubspot, a number one supplier of selling and gross sales software program, affords a wide range of kind templates that embody the power so as to add a signature. This makes it simple for companies to gather signatures from prospects, shoppers, and staff.
Including a signature to a Hubspot kind is a straightforward course of. First, it’s essential to create a brand new kind or open an current one. Then, click on on the “Add a discipline” button and choose “Signature” from the record of choices. You’ll be able to then customise the signature discipline to your liking. For instance, you possibly can change the dimensions, colour, and font of the signature. You may also add a label to the sphere to inform folks what they need to do.
Upon getting added a signature discipline to your kind, you can begin amassing signatures. When somebody fills out your kind, they’ll be capable to signal it utilizing their mouse or touchpad. The signature will probably be saved as a picture file and will probably be connected to the shape submission. You’ll be able to then view the signatures within the Hubspot CRM or obtain them to your laptop. Including a signature to a Hubspot kind is an effective way to enhance the safety and effectivity of what you are promoting processes.
Customizing Signature Choices
HubSpot kinds present numerous signature choices to cater to your particular necessities. You’ll be able to customise the signature discipline to incorporate the next parts:
- Signature line: Create a delegated space the place signers can present their e-signature.
- Label: Add a descriptive label above the signature line to offer clear directions to signers.
- Required discipline: Make the signature discipline obligatory by requiring signers to offer their e-signature earlier than submitting the shape.
Greatest Practices for Securing Signed Paperwork
8. Implement Superior Safety Measures
Contemplate adopting extra safety measures to reinforce the safety of signed paperwork:
- Two-factor authentication: Require signers to offer a second type of authentication, equivalent to a one-time password (OTP), to confirm their id.
- IP deal with restrictions: Restrict entry to the signing course of based mostly on particular IP addresses or ranges.
- Time-based restrictions: Set closing dates for the validity of signatures, making certain they’re solely legitimate inside a predefined interval.
- Audit logs: Preserve detailed logs of all signing actions, together with timestamps, IP addresses, and person data.
- Third-party integrations: Accomplice with trusted third-party providers that present superior security measures, equivalent to licensed e-signatures and safe doc storage.
Integrating HubSpot Signatures with Different Instruments
HubSpot Signatures could be built-in with numerous exterior instruments to reinforce its performance. This is a breakdown of a number of the commonest integrations:
Gmail and Outlook
HubSpot Signatures could be simply built-in with Gmail and Outlook, permitting you to mechanically add skilled e-mail signatures to all outgoing messages. This ensures constant branding and supplies fast entry to essential contact data.
Salesforce
HubSpot Signatures seamlessly integrates with Salesforce, the favored CRM software program. This integration lets you create customized signatures based mostly on particular Salesforce knowledge fields, equivalent to contact’s identify, job title, or firm.
Slack
HubSpot Signatures could be built-in with Slack, the favored office communication instrument. This allows you to add skilled signatures to messages despatched by Slack, enhancing communication and making certain an expert model presence.
Zapier
Zapier is a strong automation instrument that lets you join HubSpot Signatures with over 2,000 different apps. This integration opens up limitless potentialities for automating e-mail outreach, syncing knowledge, and creating complicated workflows.
DocuSign
HubSpot Signatures could be built-in with DocuSign, the digital signature answer. This integration streamlines the signing course of by permitting you so as to add signatures to paperwork immediately from HubSpot.
Google Drive and Dropbox
HubSpot Signatures can combine with Google Drive and Dropbox, well-liked cloud storage providers. This integration allows you to retailer and entry signature photographs from anyplace, offering flexibility and accessibility.
| Integration | Description |
|---|---|
| Gmail and Outlook | Automates e-mail signatures, ensures consistency, and supplies quick access to contact data. |
| Salesforce | Creates customized signatures based mostly on Salesforce knowledge fields, enhancing relevance and offering context. |
| Slack | Provides skilled signatures to Slack messages, making certain model presence and sustaining professionalism. |
| Zapier | Automates e-mail outreach, syncs knowledge, and creates complicated workflows, extending performance by integration with over 2,000 apps. |
| DocuSign | Streamlines the signing course of by permitting you so as to add signatures to paperwork immediately from HubSpot, eliminating the necessity for guide signing. |
| Google Drive and Dropbox | Shops and accesses signature photographs from anyplace, offering flexibility and accessibility for on-the-go performance. |
How To Add A Signature In Hubspot Types
HubSpot kinds are an effective way to gather leads and develop your e-mail record. However what if you wish to add a signature to your kinds so that individuals can simply join your e-newsletter or mailing record? This is how you can do it:
- In your HubSpot account, navigate to Advertising > Types.
- Click on on the shape you need to add a signature to.
- Click on on the “Edit” button.
- Within the “Type Fields” part, click on on the “Add Area” button.
- Choose the “Signature” discipline kind.
- Configure the sphere settings to your liking.
- Click on on the “Save” button.
Your signature will now seem on the shape. When somebody indicators the shape, their signature will probably be captured and saved in HubSpot.
Individuals Additionally Ask About How To Add A Signature In Hubspot Types
Why ought to I add a signature to my HubSpot kinds?
There are a number of the reason why you may need to add a signature to your HubSpot kinds:
- To make it simpler for folks to join your e-newsletter or mailing record.
- To gather signatures for a petition or different doc.
- To trace who has signed your kinds.
Can I add a signature to any kind of HubSpot kind?
Sure, you possibly can add a signature to any kind of HubSpot kind. Nevertheless, you will need to word that signatures are solely supported on kinds which can be created within the HubSpot kind builder.
How do I add a signature discipline to my HubSpot kind?
So as to add a signature discipline to your HubSpot kind, observe the steps outlined within the “How To Add A Signature In Hubspot Types” part above.
