Sales & CRM
CRM Integrations
Trigger signatures from HubSpot, Pipedrive and FluentCRM
Start signing from deals and contacts, sync signer data back to the CRM, and advance stages when documents are signed — while files stay on your WordPress server.
Deal stage → send · status sync · signed PDF link
Close deals without copy-paste
Native paths for HubSpot, Pipedrive and WordPress-native FluentCRM — plus bridges to other CRMs via Zapier, Make, n8n or Pabbly.
HubSpot deals
Trigger signing from HubSpot deals and sync signed status, timestamps and PDF links back to the CRM.
Pipedrive pipelines
Generate contracts from Pipedrive and move deals forward when documents are signed.
FluentCRM on WordPress
Drive signature requests from FluentCRM tags, sequences and automations entirely on your server.
How CRM signing works
Connect once, map fields, then let deal stages and contact events drive signing — with status flowing back automatically.
- 1
Connect your CRM
Enter API credentials for HubSpot or Pipedrive, use FluentCRM natively, or bridge other CRMs via Zapier/Make.
- 2
Map contacts and fields
Map signer name, email, company and custom properties between WPsigner and CRM records.
- 3
Trigger from deals
Create documents and send signing requests when a deal hits a stage or a contact enters a sequence.
- 4
Sync status back
Update CRM records when documents are sent, viewed, signed, declined or expired — with PDF links.
Contact sync, timelines and deal-stage automation
Stop switching tools mid-deal. Signer details sync to contact records, status appears on timelines, and deal stages can advance when signing completes or is declined.
- Contact auto-sync (name, email, company)
- Real-time status on contact timelines
- Custom field mapping to CRM properties
- Deal-stage automation on signed/declined
- Zapier / Make bridge for other CRMs
What you can connect
- HubSpot deal triggers
- Pipedrive contract send
- FluentCRM automations
- Contact auto-sync
- Status updates (sent → signed)
- Custom field mapping
- Deal-stage automation
- Salesforce/Zoho via Zapier/Make
Built for revenue teams on WordPress
Proposal to signature
Deal reaches Proposal Sent → WPsigner sends the contract and updates HubSpot when signed.
Pipeline hygiene
Advance Pipedrive stages automatically when the agreement is completed.
Sovereign CRM stacks
Run FluentCRM + WPsigner entirely on WordPress without external CRM API calls.
Long-tail CRMs
Reach Salesforce, Zoho, Monday and more through Zapier, Make, n8n or Pabbly.
Frequently asked questions
How does the HubSpot integration work?
WPsigner connects via webhooks and the HubSpot API. When a deal reaches a stage you choose, trigger a signing workflow. After signing, WPsigner updates deal properties with status, timestamp and a link to the signed PDF.
Can I connect CRMs not listed here?
Yes. Use the REST API and webhooks with Zapier, Make, n8n or Pabbly Connect — including Salesforce, Zoho CRM, Monday.com, Freshsales and many others.
Does FluentCRM work without external services?
Yes. FluentCRM is WordPress-native, so the WPsigner ↔ FluentCRM path can run on your server without external CRM API calls — ideal for data sovereignty.
Do signed files leave WordPress?
Primary documents stay on your WordPress server with WPsigner. The CRM receives status and links; optional cloud backup is separate.
Can deal stages update automatically?
Yes. Configure automation so signed or declined events advance or adjust deal stages in HubSpot or Pipedrive.
Are CRM integrations included in every plan?
CRM integration capabilities are included with WPsigner plans. You still need active licenses for HubSpot, Pipedrive or FluentCRM as applicable.
Close deals faster
Trigger e-signatures from your CRM and sync status back — documents stay self-hosted on WordPress.
Stop paying per envelope
Choose an annual or lifetime license with unlimited documents and no per-envelope fees. Keep control of your data and signing workflows.