novseje/hellosign-hubspot-integration

It is HelloSign callback script for insert documents fields into HubSpot

It is HelloSign callback script for insert documents fields into HubSpot.

Setup to insert contacts

• Copy settings.example.php into settings.php

• Login into Hubspot.

• Open Profile & Preferences / Integratins / API Key. Copy and paste into settings.php

• Login into HelloSign.

• Open Integratins / API. Set script URI in "ACCOUNT CALLBACK" field. For example https://example.com/hellosign-contacts.php

Setup to insert forms

• Copy settings.example.php into settings.php

• On Hubspot create new form with all fields from Hellosign document.

• On Hellosign edit document and paste fields identificators from Hubspot form.

• For text fields Hubspot form field must match exactly to Hellosign fields. For example: firstname - firstname.

• For checkbox fields Hellosign field name must be hubspot_field:hubspot_value. For example: checkbox married of marital_status must be - marital_status:married.

• When Hubspot form created copy portalId and formId from share code and paste into settings.php.

• Open Integratins / API. Set script URI in "ACCOUNT CALLBACK" field. For example https://example.com/hellosign.php