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sync-cloudsign

This app seamlessly integrates HubSpot and CloudSign. You can create contracts directly within HubSpot and send drafts to CloudSign, then centrally manage the status of those contracts within HubSpot. It automates workflows across sales, legal, and accounting departments, eliminating errors caused by duplicate data entry and reducing the burden of manual tasks. Developed by a HubSpot Certified Partner with a track record of supporting over 150 companies in their HubSpot implementations. Available starting with the free plan.
Installs
<10 installs
Sign in to installRequires sync-cloudsign subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
sync-cloudsign Subscription
Free or Professional plans

Overview

Sync for CloudSign is a native app that integrates HubSpot and CloudSign, developed and operated by StartLink Co., Ltd., an official HubSpot partner.


Leveraging the expertise gained from supporting over 150 companies as an official HubSpot partner, we have implemented the “CloudSign integration” to address challenges HubSpot faces in the contract management domain.


We believe that seamless collaboration between sales and legal teams is essential for streamlining a company’s contract management processes.


(Challenges Faced by Companies)

For companies that use HubSpot for sales management and CloudSign for electronic contracts, data synchronization between the two systems is done manually, leading to errors caused by duplicate data entry and reduced operational efficiency.


App Features)

“Sync for CloudSign” connects to CloudSign with a single click from within HubSpot, automating everything from applying contract templates to creating drafts of electronic contracts, managing execution status, and automatically updating statuses after execution.

It seamlessly connects workflows from sales to legal, creating an environment where users can focus on their core business.

Features

Automated Contract Generation

Create contracts by inserting HubSpot data into Google Docs or Google Sheets templates. Merge fields in the format {{company.name}} will be replaced, and you can view the results in PDF format.

Upload Draft to CloudSign

Upload the contract you created to CloudSign as a draft. A draft will be generated that includes the document name, the contracting party, the signatories (in order), and the CC recipients.

Synchronization and Automatic Archiving of Contract Status

We import CloudSign's progress status into the CRM and automatically store the audit trail files once the contract is signed. Sales managers can check the contract status directly from within HubSpot.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

コンタクトプロパティとクラウドサイン連携

Contact Properties

Contact Properties

会社プロパティとクラウドサイン連携

Company Properties

Company Properties

取引プロパティとクラウドサイン連携

Deal Properties

Deal Properties

チケットとクラウドサイン連携

Tickets

Tickets

ファイルとクラウドサイン連携

CMS Files

CMS Files

HubSpotの担当者とクラウドサイン連携

Owners

Owners

コンタクトオブジェクトとクラウドサイン連携

Contacts

Contacts

会社オブジェクトとクラウドサイン連携

Companies

Companies

取引オブジェクトとクラウドサイン連携

Deals

Deals

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This app requires one of the following sync-cloudsign subscription plans.

Free

¥0

  • Upload Drafts to CloudSign (up to 3 per month)

  • Registering and Managing Contract Templates

  • Merge Field Insertion and PDF Preview

  • Mapping of the 9 Document Information Fields

  • Automatic Synchronization of Contract Status

  • Automatic Storage of Signed PDFs and Certificates of Agreement

  • Registering Multiple CloudSign Clients (Client IDs)

  • Support (Email)

0

Free

¥0

  • Upload Drafts to CloudSign (up to 3 per month)

  • Registering and Managing Contract Templates

  • Merge Field Insertion and PDF Preview

  • Mapping of the 9 Document Information Fields

  • Automatic Synchronization of Contract Status

  • Automatic Storage of Signed PDFs and Certificates of Agreement

  • Registering Multiple CloudSign Clients (Client IDs)

  • Support (Email)

0

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/26/2026

More info

Built by
株式会社StartLink
Installs
<10 installs
Categories
Languages this app is available in
Japanese and Japanese - Japan

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