One is an electronic signature and contract management tool, the other is the AI-powered customer platform that multiplies the building blocks: CRM, CMS, Marketing, Sales, customer relations & ticketing, operations, reporting and much more!
Yet, once these two tools are connected together, you are suddenly able to manage your contracts directly from your Hubspot CRM, without leaving the tool!
How to set up Oneflow and Hubspot synchronization? What features does Oneflow provide? How is the Oneflow and Hubspot connection made?
We answer all of these questions in our article dedicated to the america cell phone number list Hubspot-Oneflow integration:
Oneflow and Hubspot: a successful integration
A. Oneflow: what is it?
Oneflow is a solution that allows you to create, sign and track all your contracts on a single platform.
With a rather clear and well-organized interface, the platform offers you a complete overview of all your workflows, from editing your contracts to signing them.
Video presentation in French of the Hubspot and Oneflow integration
B. And Hubspot in all this?
If you are reading this article, it is because you already have Hubspot for your organization or you are considering implementing this CRM platform.
Not the case? Find out more here
Connecting Hubspot and Oneflow is very simple , no need to call a developer. See below.
Activate Hubspot CRM (free version)
How to connect and configure Oneflow and Hubspot?
2.1. Establish the Hubspot and Oneflow connection
You must have admin access on HubSpot and also on Oneflow. Note that the same email address must be used to log in to both tools.
Then it's quite simple. It takes 5 steps.
In HubSpot, go to the Marketplace in the top right, search for Oneflow and click “Install App”.hubspot oneflow integration
In Oneflow, go to Admin, Account then Extensions, and activate the HubSpot extension
Then click on the HubSpot link to open the settings page. You will then be redirected to HubSpot.
Select the HubSpot account you want to integrate with Oneflow and validate the integration
Integration is active
2.2. Features of the Oneflow-Hubspot integration
You will provide:
Create proposals, negotiate, track and send contracts with secure electronic signatures
Automatically populate HubSpot information into your contract and vice versa to reduce administration time and increase data consistency.
Send interactive proposals in seconds directly from any object in HubSpot, including deals, companies, and contacts. And recently on custom objects (available with at least a HubSpot Enterprise license)!
Track your interactions with your B2B and B2C prospects with your proposals and contract status for each deal directly from your activity timeline.
Negotiate in real time and edit proposals live to close deals faster.
Personalize proposals with welcome videos or screen recordings to guide your interviewee through a specific aspect of your proposal.
Sign Securely: Oneflow's HubSpot integration ensures 100% secure e-signatures
Transfer your signed contract information to HubSpot to keep it as a single source of truth .
Choose contract templates, contract name, and participants directly from HubSpot, to easily include all stakeholders and their role in the contract process.
Track the process: From HubSpot, you can track who opened your contract and how many times they viewed your contract.
A two-way data sync that also includes syncing items between your contract and HubSpot.
Complete visibility: Track the status of each contract in HubSpot’s Activity tab. Know exactly when a contract is opened, reviewed, or signed, enabling timely follow-ups and actions.