Within the digital age, signatures are a necessary a part of doing enterprise. They supply a method 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 a lot of methods to create a signature, one of the crucial handy is to make use of a kind builder. Hubspot, a number one supplier of promoting and gross sales software program, affords a wide range of kind templates that embrace the flexibility so as to add a signature. This makes it straightforward for companies to gather signatures from clients, purchasers, and staff.
Including a signature to a Hubspot kind is an easy course of. First, it is advisable to create a brand new kind or open an present one. Then, click on on the “Add a area” button and choose “Signature” from the listing of choices. You’ll be able to then customise the signature area to your liking. For instance, you may change the scale, colour, and font of the signature. You can even add a label to the sector to inform folks what they need to do.
After you have added a signature area to your kind, you can begin gathering signatures. When somebody fills out your kind, they’ll have the ability to signal it utilizing their mouse or touchpad. The signature shall be saved as a picture file and shall be hooked up 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 your online business processes.
Customizing Signature Choices
HubSpot types present numerous signature choices to cater to your particular necessities. You’ll be able to customise the signature area 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 offer clear directions to signers.
- Required area: Make the signature area necessary by requiring signers to offer their e-signature earlier than submitting the shape.
Finest 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 offer a second type of authentication, reminiscent of a one-time password (OTP), to confirm their identification.
- IP deal with restrictions: Restrict entry to the signing course of based mostly on particular IP addresses or ranges.
- Time-based restrictions: Set deadlines for the validity of signatures, guaranteeing they’re solely legitimate inside a predefined interval.
- Audit logs: Keep detailed logs of all signing actions, together with timestamps, IP addresses, and consumer data.
- Third-party integrations: Companion with trusted third-party companies that present superior security measures, reminiscent of 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. Here is a breakdown of a few of the commonest integrations:
Gmail and Outlook
HubSpot Signatures could be simply built-in with Gmail and Outlook, permitting you to routinely add skilled electronic 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 permits you to create customized signatures based mostly on particular Salesforce knowledge fields, reminiscent of contact’s identify, job title, or firm.
Slack
HubSpot Signatures could be built-in with Slack, the favored office communication instrument. This lets you add skilled signatures to messages despatched by way of Slack, enhancing communication and guaranteeing knowledgeable model presence.
Zapier
Zapier is a strong automation instrument that permits you to join HubSpot Signatures with over 2,000 different apps. This integration opens up infinite prospects for automating electronic 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 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 photos from anyplace, offering flexibility and accessibility.
| Integration | Description |
|---|---|
| Gmail and Outlook | Automates electronic 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, guaranteeing model presence and sustaining professionalism. |
| Zapier | Automates electronic mail outreach, syncs knowledge, and creates complicated workflows, extending performance by way of 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 photos from anyplace, offering flexibility and accessibility for on-the-go performance. |
How To Add A Signature In Hubspot Kinds
HubSpot types are an effective way to gather leads and develop your electronic mail listing. However what if you wish to add a signature to your types so that folks can simply join your publication or mailing listing? Here is the way to do it:
- In your HubSpot account, navigate to Advertising and marketing > Kinds.
- Click on on the shape you wish to add a signature to.
- Click on on the “Edit” button.
- Within the “Type Fields” part, click on on the “Add Subject” button.
- Choose the “Signature” area kind.
- 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 shall be captured and saved in HubSpot.
Individuals Additionally Ask About How To Add A Signature In Hubspot Kinds
Why ought to I add a signature to my HubSpot types?
There are just a few explanation why you would possibly wish to add a signature to your HubSpot types:
- To make it simpler for folks to enroll in your publication or mailing listing.
- To gather signatures for a petition or different doc.
- To trace who has signed your types.
Can I add a signature to any kind of HubSpot kind?
Sure, you may add a signature to any kind of HubSpot kind. Nevertheless, you will need to notice that signatures are solely supported on types which might be created within the HubSpot kind builder.
How do I add a signature area to my HubSpot kind?
So as to add a signature area to your HubSpot kind, observe the steps outlined within the “How To Add A Signature In Hubspot Kinds” part above.
