Set up HubSpot and Pipedrive

Connect HubSpot or Pipedrive, create documents from deals, and update the deal when the document is fully signed.

For workspace admins, sendersPlans: Free, Growth, Agency, Scale, Trial

Connect your CRM. Then create a document from a deal and, when it is fully signed, update the deal.

Plans: Free, Growth, Agency, Scale, TrialRoles: Owner, Admin

Plutosign supports HubSpot and Pipedrive. Workspace owners and admins connect and configure them. Other members see the cards and can create documents from deals, but cannot change the connection.

Feature	Plan
Connect, create documents from deals, field mappings, HubSpot signer prefill and line items	All plans
Update the deal on completion (Mark Won, amount, close date, Pipedrive note, HubSpot signed PDF, timeline notes and status field)	Growth, Agency, Scale, and an active trial
Template automations that move a deal to a stage	Agency, Scale, and an active trial

Before you start

You must be a workspace owner or admin.
You need a HubSpot or Pipedrive user who can install apps in that account.
Connect each CRM once per workspace.

Connect HubSpot or Pipedrive

Go to Settings and select the Integrations tab (/settings?tab=integrations).

On the HubSpot or Pipedrive card, select Connect HubSpot or Connect Pipedrive. Sign in to the CRM and approve the access it lists.

You return to the Integrations tab. The card shows Connected, the account details, Connected by and the date.

What Plutosign asks for

HubSpot, always:

Permission	Why
`crm.objects.deals.read`	List and read deals and their pipeline stages
`crm.objects.deals.write`	Move the deal to Closed Won and write fields you turn on
`crm.objects.contacts.read`	Read the deal's contacts

HubSpot, optional. You can approve some or none. Each feature that needs one checks for it first.

Permission	Turns on
`files.write` and `crm.objects.contacts.write`	Attach the signed PDF to the deal
`crm.objects.contacts.write`	Log sent, viewed and signed on the deal
`crm.schemas.deals.write`	Keep a Plutosign status field on the deal
`crm.objects.companies.read`	Fill in signers from the deal's contacts and company
`crm.objects.line_items.read` and `crm.objects.products.read`	Bring the deal's line items into the pricing table

Pipedrive. Pipedrive asks you to accept all of these at install: base, deals:full (read deals, mark them won, add notes) and contacts:read (the deal's person and organization names).

Plutosign stores the CRM access tokens encrypted.

Turn on features that need more permissions

If your connection is missing an optional HubSpot permission, the card shows Reconnect HubSpot to turn on: and lists the features. Your current connection keeps working. Select Reconnect and approve the new permissions in HubSpot.

Create a document from a deal

On the connected card, select Create a document from a deal. The list shows your most recently updated deals. On HubSpot, you can also search deals by name.

Select a deal. On HubSpot, Suggested signers lists the deal's contacts. Select the people who sign. A contact with No email in HubSpot cannot be selected.

Optional: choose a Template (optional), or keep Blank document. The deal's fields fill the template's variables, including your CRM field mappings.

On HubSpot, keep Bring in the deal's line items checked to fill the pricing table. They fill the template's pricing table, or a new pricing table at the end. Nothing is changed in HubSpot. Read any warnings in the list before you send.

Select Create document. The new document opens. Review it and send it as usual.

Map CRM fields to variables

After a CRM is connected, the CRM Field Mappings card appears below the CRM cards. Map a deal field to a document variable. Mapped fields appear in the editor's variable picker under CRM. With HubSpot connected, the picker also has a HubSpot deal group.

Update the deal when the document is signed

Plans: Growth, Agency, Scale, Trial

Updates work only for documents created from a deal on this connection. They are off until an owner or admin turns them on.

On the connected card, check Mark deal Won when its document is fully signed. HubSpot moves the deal to the Closed Won stage. Pipedrive marks the deal won.

Optional: check the extras you want. These need Mark deal Won on:

Write the signed total to the deal amount. The amount is the one-time total plus the first year of recurring items. Plutosign skips it if the deal uses a different currency.
Set the close date to the signing date (HubSpot) or Set the expected close date to the signing date (UTC) (Pipedrive).
Add a note with the signed total and a link (Pipedrive only).

Optional, HubSpot only. These work with or without Mark deal Won:

Attach the signed PDF to the deal
Log sent, viewed and signed on the deal
Keep a Plutosign status field on the deal

If an option says Reconnect HubSpot to turn this on, do step 4 first.

Changes apply to future completions from this connection. Only the Won stage or status changes, plus the options you turn on. Other CRM fields stay as they are.

Move a deal to a stage with an automation

Plans: Agency, Scale, Trial

In a template, open Automations and select Add. In When, choose Document is sent, Document is first viewed or Document is declined. In Then, choose Move the linked CRM deal to a stage, then pick the CRM and the Deal stage. It applies only to documents created from a CRM deal.

What happens next

After completion, the card shows queued, awaiting-reconnect and failed counts, and Last update to HubSpot succeeded or failed with a message.
Select Refresh update status to check again. Select Retry failed updates to try failed ones again.
Turning off Mark deal Won cancels queued updates.
If the CRM stops accepting Plutosign's access, the card says the CRM is no longer accepting Plutosign's access. Select Reconnect.
Disconnect stops Plutosign from reading deals and from updating them when documents complete.

Limits

On HubSpot, up to 200 line items come into the pricing table. Prices are not converted between currencies. Pricing tables use whole quantities and no negative prices, so Plutosign adjusts or leaves out such lines and tells you.
Line items and signer prefill are HubSpot only.
Notes with the signed total are Pipedrive only. HubSpot logs sent, viewed and signed as timeline notes instead.
Deal updates need Growth or higher, or an active trial. Stage automations need Agency or Scale, or an active trial. When a trial ends, both stop, including queued updates.
Salesforce is not offered.

Troubleshooting

Symptom	Cause	Fix
Only workspace owners and admins can connect HubSpot.	You are a member.	Ask an owner or admin.
You canceled the HubSpot authorization, so nothing was connected.	You declined on the CRM's screen.	Select Connect again and approve.
The HubSpot connection link expired or was opened in a different browser.	The sign-in took too long, or another browser finished it.	Select Connect again in the same browser.
…did not grant offline access…	The CRM did not allow the `refresh_token` scope.	Ask your CRM admin to allow it, then connect again.
CRM write-back requires a Growth, Agency or Scale plan.	Your workspace is on Free.	Upgrade, or start a trial.
Amount not written: the HubSpot deal uses a different currency.	Deal and document currencies differ.	Change the deal currency, or leave the amount option off.
Reconnect HubSpot to bring in line items.	The connection lacks the line-item permissions.	Select Reconnect and approve them.
Automation run shows Moving CRM deals requires Agency or Scale.	The workspace plan does not include stage rules.	Upgrade to Agency or Scale.
Deal not updated after signing.	The document was not created from a deal, or Mark deal Won is off.	Create the document from the deal on the Integrations tab, and turn the option on.