You can link your Hubspot account with WaiverMaster to capture customer information from submitted waivers. The integration creates a new contact, if none already exists, and uploads a PDF of each waiver submission linked to the customer. This is an addon feature which requires a paid monthly subscription plan. Additional fees apply. The integration with Hubspot does not allow for mapping of custom fields at this time. Any custom fields on your waivers are instead added to the NOTES field of the Hubspot customer contact record.
WaiverMaster is working on adding the ability to map custom fields to the Hubspot contact properties.
In order to add Hubspot integration to WaiverMaster you will need to login to your WaiverMaster account control panel.
Once logged in, select “Account” from the left hand menu, then scroll down to the HubSpot section and click the green ” “Connect Hubspot Account” button. A popup window will appear where you can select the account you wish associated with Hubspot. After selecting the associated account, click the “Choose Account” button
Your Hubspot integration works specifically for individual waivers. So if you have several waivers, all or some of them will need to be manually enabled for Hubspot integration. When a waiver is completed, it’s information is synced to Hubspot and a new customer is created. Please submit a support ticket or email support@waivermaster.com to let us know which document(s) you may need linked.
Additionally a PDF file of the submission is attached to the Hubspot contact record. If a customer already exists with the same information, the record is updated and additional PDF files are added.
*Hubspot does not recommend adding any files that contain sensitive information.
If you ever wish to have a document(s) removed from Hubspot, or Hubspot integration itself please send us an email or a ticket to our support staff.