HubSpot Integration
Request signatures directly from HubSpot Deals and automatically attach executed PDFs
About the HubSpot integration
HubSpot is one of the world's leading CRM platforms for revenue, marketing, and customer success teams managing the complete customer journey from initial lead to signed contract.
With KvikSign's native HubSpot app, your sales representatives get a dedicated KvikSign card right inside every Deal record in HubSpot. From there, you can select PDF files attached to the Deal or upload from your computer, auto-populate associated contacts as signers, and send for MitID, BankID, or touch signing in one click.
The moment all parties sign, the PAdES LTV-sealed PDF is automatically attached back to the HubSpot Deal, an audit note is logged on the Deal timeline, and the Deal stage and custom properties are updated automatically.
Key benefits of integrating HubSpot with KvikSign
Send for signing directly from the HubSpot Deal card
Eliminate context switching and manual data entry when preparing client contracts.
- Automatically pulls associated contacts (name, email, phone) from the HubSpot Deal
- Select existing PDF attachments from the Deal or upload additional files from your computer
- Automatically adapts to the user's chosen HubSpot language (Danish, Swedish, or English)
Signed PDF automatically attached back to the Deal
The executed and GlobalSign-sealed PDF is automatically returned to the originating Deal in HubSpot.
- Attached directly under "Attachments" on the Deal record in HubSpot
- Includes full audit trail, MitID/BankID verification, and PAdES LTV cryptographic seal
- Instantly accessible to sales, customer success, and finance inside HubSpot
Automatic Deal Stage & Property updates
Let completed signatures advance your HubSpot pipeline and populate Deal properties hands-free.
- Automatically move Deals to "Closed Won" upon completion or "Closed Lost" upon rejection
- Map signing data (signed timestamp, verified signer name, signing method, transaction ID) to HubSpot Deal Properties
- Secure bidirectional sync powered by official HubSpot OAuth 2.0
Real-time status & timeline audit notes
Keep the entire revenue team informed right on the HubSpot Deal timeline.
- View live document status (Pending, Signed, Rejected) directly on the KvikSign CRM card
- Automatic timeline notes logged on the Deal when agreements are sent, signed, or declined
Frequently Asked Questions
Is the signed document automatically attached back to the Deal in HubSpot?
Yes! As soon as all parties sign in KvikSign, the PAdES-sealed PDF is automatically uploaded to HubSpot and attached directly under "Attachments" on the Deal alongside a timeline audit note.
Can I select Deal attachments and upload files from my computer at the same time?
Yes, inside the KvikSign modal in HubSpot you can check any PDF files already attached to the Deal and simultaneously upload additional documents from your computer in the same signing transaction.
Which stages and properties can KvikSign update in HubSpot?
You can configure rules that automatically move the Deal to any pipeline stage (such as Closed Won or Contract Sent) when sent, signed, or declined, and map signing metadata such as signing date, verified signer name, and transaction ID directly into your Deal properties.
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