Integracion jotform sign con hubspot

  • rtaxnb
    Answered on September 11, 2023 10:17 PM

    Hola he configurado la integracion con hubspot en un documento para firmar, pense que cuando fuera a hubspot veria un registro en las actividades del cliente o el documento firmado en algun panel en hubspot, pero no logro encontrar nada, la pregunta es: como funciona esta integracion, tienes documentacion al respecto, como veo el documento firmado por el cliente o al menos un registro de que el cliente firmo en documento en su ficha de hubspot ??


  • Ravi_g Jotform Support
    Answered on September 12, 2023 04:11 AM

    Hi rtaxnb,

    Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. Yes, that is correct, In your HubSpot account you will find the information entered by your client. It would be great if you could share us the link to your sign document, so we can check it out in your integration to see if it is configured correctly or not.

    It would also be great if you could take a screenshot of your HubSpot account after signing the document and send it to us. We have a guide here explaining how to add a screenshot in the support forum.

    I would suggest you to check out this YouTube video, In this you will find the steps to integrate your Jotform Sign Document with HubSpot and also you can see how the date would be visible after submission.

    Reach out again if you need any other help.