A lot goes into sales work, from substantial amount of paperwork which includes tasks like printing, scanning and mailing documents to customer interaction. In fact, there are a few typical paper works which if go wrong can cause big troubles. For instance, acquiring manual signatures across varipus departments can be a big task, especially when businesses are conducting only remotely.
If your organization has started new and is in the growing stage, the main thing to consider is following up with prospective leads rather than managing paperwork or digging through long email threads for documents that require a signature. Owing to all this, Zoho collaborated with HubSpot to make it easy for users to streamline recurring activities and minimize the need for manual entry. Now, how does this combination of Zoho Sign and HubSpot work? Well, here’s a brief about it:
Zoho Sign + HubSpot
Zoho Sign extension for HubSpot lets the users send documents and configure digital signature workflows to collect signatures and approvals directly from their HubSpot account. Using this extension, you can keep a record of sent documents and also reach out to your contacts for follow up on your eSignature request at any time. In case when a deal is generated, you can use the extension to send Zoho Sign templates to potential clients with their name inside HubSpot CRM. Doing this, helps reduce turnaround time involved in a deal thus boosting productivity.How can you get this combination?
If you have valid Zoho Sign and HubSpot accounts within the US data centre (Zoho.com/sign), we at Zohosquares can help integrate this combination. You can contact our expert team for your queries. We will help you get started with this integration.
