Signer data in HubSpot, the moment they sign

What you'll build

One SignMaster webhook on recipient.completed, which fires each time a person finishes signing and carries that person in data.recipient along with every labeled field. One automation that finds the HubSpot contact by email and creates or updates it with the contract's details.

Set it up

1. 1

   Plan your properties

   Decide which template fields go to which HubSpot contact properties. Phone, company and address already exist in HubSpot; create custom properties for things like Contract price or Contract signed date.

2. 2

   Catch the webhook

   Create a Zapier Catch Hook, a Make Custom webhook or an n8n Webhook node, and add its URL in Settings › Developers › Webhooks with recipient.completed ticked.

3. 3

   Sign a test contract

   Sign one contract from your template so the automation sees real labels and values. SignMaster's test message has no field values.

4. 4

   Create or update the contact

   Use HubSpot Create or Update Contact in Zapier, Create or Update a Contact in Make, or the HubSpot node's contact create-or-update operation in n8n. Match on email: map data.recipient.email to Email, and the other properties from data.fields_by_label.

5. 5

   Split the name

   HubSpot keeps first and last names apart, while data.recipient.name is the full name. Split it with a formatter step, or give your template separate First name and Last name fields.

6. 6

   Leave your own team out

   If you countersign contracts, recipient.completed fires for you too. Add a filter that only continues when the email isn't on your company's domain.

Ideas

• Set a Contract signed date property from data.recipient.completed_at, then build a HubSpot list of everyone who signed this month.
• On envelope.completed, save the signed PDF to your file storage, since the link in data.signed_pdf.url lasts 24 hours, and put the stored link on the contact.
• Listen for envelope.declined and alert the deal owner, so a lost signature gets a phone call rather than silence.
• Map answers your sales team asks about anyway, such as the preferred start date or the package chosen, so nobody has to open the PDF.

SignMaster's own contacts

Separately from HubSpot, SignMaster keeps its own contact list current. With Save signers to Contacts on, each person who finishes signing is added to your SignMaster contacts, filling only empty details and never overwriting. That powers quick recipient lookup when you send; HubSpot stays your system of record.