CRM Integrations
Connect WPsigner with your CRM to trigger signing workflows, sync contacts, and close deals faster. Native support for HubSpot, Pipedrive, and FluentCRM.
CRM Integration Features
Stop copying and pasting between your CRM and signing tool.
HubSpot Integration
Trigger signing workflows from HubSpot deals. Sync signed document status back to the CRM automatically.
Pipedrive Integration
Generate and send contracts directly from Pipedrive. Move deals to the next stage when documents are signed.
FluentCRM (Native WP)
Send signature requests based on FluentCRM automations, tags, and sequences, all within WordPress.
Contact Auto-Sync
Signer information (name, email, company) syncs to your CRM contact records automatically.
Status Updates
CRM records update in real time: sent, viewed, signed, declined, visible in the contact timeline.
Custom Field Mapping
Map WPsigner document fields to CRM contact properties for seamless data flow.
Zapier / Make Bridge
Connect any CRM via Zapier, Make, n8n, or Pabbly Connect, Salesforce, Zoho, Monday, and more.
Deal-Stage Automation
Automatically advance deal stages in your CRM when documents are signed or declined.
How It Works
Connect Your CRM
Enter your CRM API key in WPsigner settings, or connect via Zapier/Make for non-native CRMs.
Trigger Signing Workflows
Create documents and send signing requests directly from your CRM deal or contact view.
Auto-Update CRM Records
When documents are signed, declined, or expired, your CRM records update automatically with timestamps and signed PDF links.
Frequently Asked Questions
How does the HubSpot integration work?
WPsigner connects to HubSpot via webhooks and the HubSpot API. When a deal reaches a specific stage, you can trigger a signing workflow. Once the document is signed, WPsigner updates the deal's custom properties with the signing status, timestamp, and a link to the signed PDF.
Can I connect CRMs not listed here?
Yes. WPsigner's REST API and webhook system works with any CRM via Zapier, Make (Integromat), n8n, or Pabbly Connect. This includes Salesforce, Zoho CRM, Monday.com, Freshsales, Close.io, and hundreds more.
Does FluentCRM work without external services?
Yes. FluentCRM is a WordPress-native CRM, so the entire WPsigner ↔ FluentCRM integration runs on your server without external API calls. This is ideal for organizations requiring full data sovereignty.