Installing SnapSign for HubSpot

In order to install and setup the SnapSign for HubSpot application, you will need a valid SnapSign account – this can be a free, no-obligation trial or a pre-existing paid subscription.

If you do not already have a SnapSign account, you can click here to sign up for the subscription that best fits your needs – www.gosnapsign.com/#Pricing

IMPORTANT

In order to get started, we will first have to install the SnapSign for HubSpot app from the HubSpot App Marketplace in your HubSpot environment. 

To do this, login to your HubSpot environment and navigate to the HubSpot App Marketplace by clicking on the App Marketplace button in the top header.

This will open the HubSpot App Marketplace.

In the App Marketplace, type in "SnapSign" in the Search field in order to find the SnapSign for HubSpot App.

Click on the SnapSign App

This will open the SnapSign for HubSpot App page.  On this page, click on the orange Install App button.

If you are not currently logged into SnapSign, you will be prompted to enter your SnapSign username and password in order to connect your SnapSign and HubSpot accounts.  Then you can click on the Login button.

Once you have correctly entered your SnapSign account information, you will be prompted to select the HubSpot environment that you want to connect to SnapSign.  You can choose your HubSpot account and the click on the Choose Account button to continue.    

You will then be prompted to review the permissions that SnapSign for HubSpot is requesting.  If you agree, you can check the I Agree checkbox on the bottom of the page and then click on the Connect App button. 

You should see a Connection Successful page.  Congratulations!  You have successfully installed and connected SnapSign and HubSpot.