Within the digital age, signatures are a necessary a part of doing enterprise. They supply a approach to confirm the authenticity of a doc and to make sure that the one that signed it’s who they are saying they’re. Whereas there are various methods to create a signature, one of the vital handy is to make use of a type builder. Hubspot, a number one supplier of promoting and gross sales software program, provides a wide range of type templates that embrace the flexibility so as to add a signature. This makes it straightforward for companies to gather signatures from clients, shoppers, and staff.
Including a signature to a Hubspot type is a straightforward course of. First, it’s good to create a brand new type or open an current one. Then, click on on the “Add a discipline” button and choose “Signature” from the checklist of choices. You possibly can then customise the signature discipline to your liking. For instance, you may change the scale, colour, and font of the signature. You can too add a label to the sector to inform folks what they need to do.
Upon getting added a signature discipline to your type, you can begin amassing signatures. When somebody fills out your type, they may have the ability to signal it utilizing their mouse or touchpad. The signature can be saved as a picture file and can be connected to the shape submission. You possibly can then view the signatures within the Hubspot CRM or obtain them to your laptop. Including a signature to a Hubspot type is a good way to enhance the safety and effectivity of what you are promoting processes.
Customizing Signature Choices
HubSpot types present varied signature choices to cater to your particular necessities. You possibly can customise the signature discipline to incorporate the next parts:
- Signature line: Create a chosen space the place signers can present their e-signature.
- Label: Add a descriptive label above the signature line to supply clear directions to signers.
- Required discipline: Make the signature discipline obligatory by requiring signers to supply their e-signature earlier than submitting the shape.
Greatest Practices for Securing Signed Paperwork
8. Implement Superior Safety Measures
Think about adopting further safety measures to reinforce the safety of signed paperwork:
- Two-factor authentication: Require signers to supply a second type of authentication, akin to a one-time password (OTP), to confirm their id.
- IP tackle 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 info.
- Third-party integrations: Associate with trusted third-party companies that present superior safety features, akin to licensed e-signatures and safe doc storage.
Integrating HubSpot Signatures with Different Instruments
HubSpot Signatures may be built-in with varied exterior instruments to reinforce its performance. Here is a breakdown of among the commonest integrations:
Gmail and Outlook
HubSpot Signatures may 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 offers fast entry to essential contact info.
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, akin to contact’s title, job title, or firm.
Slack
HubSpot Signatures may be built-in with Slack, the favored office communication instrument. This lets you add skilled signatures to messages despatched via Slack, enhancing communication and making certain an expert model presence.
Zapier
Zapier is a robust automation instrument that lets you join HubSpot Signatures with over 2,000 different apps. This integration opens up infinite potentialities for automating e-mail outreach, syncing knowledge, and creating complicated workflows.
DocuSign
HubSpot Signatures may 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 instantly from HubSpot.
Google Drive and Dropbox
HubSpot Signatures can combine with Google Drive and Dropbox, standard cloud storage companies. This integration lets you retailer and entry signature pictures from wherever, offering flexibility and accessibility.
| Integration | Description |
|---|---|
| Gmail and Outlook | Automates e-mail signatures, ensures consistency, and offers quick access to contact info. |
| 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 via integration with over 2,000 apps. |
| DocuSign | Streamlines the signing course of by permitting you so as to add signatures to paperwork instantly from HubSpot, eliminating the necessity for guide signing. |
| Google Drive and Dropbox | Shops and accesses signature pictures from wherever, offering flexibility and accessibility for on-the-go performance. |
How To Add A Signature In Hubspot Kinds
HubSpot types are a good way to gather leads and develop your e-mail checklist. However what if you wish to add a signature to your types so that individuals can simply join your e-newsletter or mailing checklist? Here is the way to do it:
- In your HubSpot account, navigate to Advertising and marketing > Kinds.
- 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 sort.
- Configure the sector 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 can be captured and saved in HubSpot.
Folks Additionally Ask About How To Add A Signature In Hubspot Kinds
Why ought to I add a signature to my HubSpot types?
There are a number of the explanation why you would possibly need to add a signature to your HubSpot types:
- To make it simpler for folks to join your e-newsletter or mailing checklist.
- To gather signatures for a petition or different doc.
- To trace who has signed your types.
Can I add a signature to any sort of HubSpot type?
Sure, you may add a signature to any sort of HubSpot type. Nevertheless, it is very important observe that signatures are solely supported on types which might be created within the HubSpot type builder.
How do I add a signature discipline to my HubSpot type?
So as to add a signature discipline to your HubSpot type, observe the steps outlined within the “How To Add A Signature In Hubspot Kinds” part above.
