■Overview
This is a flow where a contract is created and sent in freee Sign when a form is submitted in HubSpot.
■Recommended for
1. Marketing personnel who create and manage forms in HubSpot
・Those who want to eliminate the hassle of manually creating and sending contracts after form submission
・Those who want to reduce errors and improve efficiency in contract creation with freee Sign
・Those who want to link HubSpot forms with freee Sign contract information
2. Legal personnel using freee Sign
・Those who want to automatically create contracts triggered by form submissions in HubSpot
・Those who want to centrally manage the status of contract sending with HubSpot and freee Sign
3. HubSpot form submitters (customers, etc.)
・Those who want to receive contracts promptly after form submission
・Those who want to proceed with contract procedures smoothly
■Benefits of using this template
For companies managing customer and deal information in HubSpot, the series of tasks from creating to sending contracts based on form content can be time-consuming and labor-intensive if done manually.
By utilizing this flow, the information linkage between HubSpot and freee Sign is automated, eliminating the need for manual contract creation and sending tasks, thereby improving operational efficiency.
Additionally, by leveraging the electronic signature feature of freee Sign, the time to contract conclusion is shortened, leading to improved customer satisfaction.
■Notes
・Please link both HubSpot and freee Sign with Yoom.
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