Within the digital age, signatures are an important 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 various methods to create a signature, some of the handy is to make use of a kind builder. Hubspot, a number one supplier of promoting and gross sales software program, provides quite a lot of kind 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 kind is an easy course of. First, it’s essential create a brand new kind or open an current one. Then, click on on the “Add a area” button and choose “Signature” from the checklist of choices. You’ll be able to then customise the signature area to your liking. For instance, you’ll be able to change the scale, coloration, 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 area to your kind, you can begin amassing signatures. When somebody fills out your kind, they’ll be capable of signal it utilizing their mouse or touchpad. The signature will likely be saved as a picture file and will likely 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 a good way to enhance the safety and effectivity of your enterprise processes.
Customizing Signature Choices
HubSpot varieties present varied 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 supply clear directions to signers.
- Required area: Make the signature area obligatory by requiring signers to supply their e-signature earlier than submitting the shape.
Finest Practices for Securing Signed Paperwork
8. Implement Superior Safety Measures
Take into account adopting extra safety measures to reinforce the safety of signed paperwork:
- Two-factor authentication: Require signers to supply a second type of authentication, resembling a one-time password (OTP), to confirm their identification.
- IP deal with restrictions: Restrict entry to the signing course of primarily based 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: Keep detailed logs of all signing actions, together with timestamps, IP addresses, and consumer data.
- Third-party integrations: Companion with trusted third-party providers that present superior security measures, resembling licensed e-signatures and safe doc storage.
Integrating HubSpot Signatures with Different Instruments
HubSpot Signatures might 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 might be simply built-in with Gmail and Outlook, permitting you to mechanically 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 personalised signatures primarily based on particular Salesforce information fields, resembling contact’s identify, job title, or firm.
Slack
HubSpot Signatures might be built-in with Slack, the favored office communication instrument. This allows you to 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 permits you to join HubSpot Signatures with over 2,000 different apps. This integration opens up infinite potentialities for automating electronic mail outreach, syncing information, and creating advanced workflows.
DocuSign
HubSpot Signatures might 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, common 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 electronic mail signatures, ensures consistency, and supplies easy accessibility to contact data. |
| Salesforce | Creates personalised signatures primarily based on Salesforce information fields, enhancing relevance and offering context. |
| Slack | Provides skilled signatures to Slack messages, making certain model presence and sustaining professionalism. |
| Zapier | Automates electronic mail outreach, syncs information, and creates advanced 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 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 varieties are a good way to gather leads and develop your electronic mail checklist. However what if you wish to add a signature to your varieties so that folks can simply join your publication or mailing checklist? Here is how you can do it:
- In your HubSpot account, navigate to Advertising > Types.
- 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 Area” button.
- Choose the “Signature” area 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 will likely 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 varieties?
There are just a few the explanation why you may wish to add a signature to your HubSpot varieties:
- To make it simpler for folks to join your publication or mailing checklist.
- To gather signatures for a petition or different doc.
- To trace who has signed your varieties.
Can I add a signature to any sort of HubSpot kind?
Sure, you’ll be able to add a signature to any sort of HubSpot kind. Nonetheless, it is very important observe that signatures are solely supported on varieties which can 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, comply with the steps outlined within the “How To Add A Signature In Hubspot Types” part above.
