Before you start

To install the Youtrust integration in HubSpot:

You must have both a HubSpot account and a Youtrust account.
The email address must be exactly the same for both your Youtrust and HubSpot accounts.
You must be an Admin or Owner in Youtrust.
In HubSpot, you must either be a Super Admin or have App Marketplace Access permissions.

Install the integration in your HubSpot account

Let’s get started! Here's how you can install the integration:

Log in to Youtrust:
Log in to your Youtrust account as an Admin or Owner. Then, go to Integrations and click "Connect" on the HubSpot Integration card. You’ll be redirected to HubSpot.

2. Select Your HubSpot Account:

Choose the HubSpot account in which you want to install the integration and click "Select Account".

3. Grant Permission:

Give Youtrust permission to access your HubSpot data by clicking "Connect the Application".

Add the Youtrust Card to Your HubSpot Records

Now, let’s add the Youtrust integration card to your HubSpot records.

In your HubSpot app, go to "Settings" > "Integrations" > "Connected Apps".

Look for Youtrust in the list of integrations and click on it.

You can add the Youtrust card in the middle column of the following three types of records:

Transactions: Click "Add to Transaction".
Companies: Click "Add to Company".
Contacts: Click "Add to Contact".

Choose the view where you want the Youtrust card to appear.

If you want to access the card every time you create a new information sheet, select your default view.

In the middle column, click "Add Cards", and select Youtrust from the Applications cards. The card will appear at the bottom of the middle column. Feel free to move it to the top for quicker access or put it in a dedicated tab!

You can then click on "Save and Exit".

And there you go! The Youtrust card will appear in all your Transaction, Contact, or Company records that use the view you just modified. You’re now ready to use the Youtrust integration.

Check out this article to Create your first signature request from HubSpot.

Collaborating with the HubSpot Integration

Once the Youtrust integration is installed and configured in your HubSpot account, the Youtrust integration card will be visible to all HubSpot users.

However, only users who meet the following conditions can interact with the card (e.g., create signature requests, send reminders, view request details):

They must have an active Youtrust account.
Their HubSpot and Youtrust accounts must share the same email address.

For example, if 5 HubSpot users need access to the Youtrust integration, you’ll need 5 Youtrust user licenses - one for each user, with matching email addresses.

If these requirements aren’t met, they’ll see an error message on the Youtrust card:

“Youtrust account not connected - To send and manage signature requests, connect your Youtrust account.”

Troubleshoot common integration errors

If you see this message:

“Youtrust account not connected - To send and manage signature requests, connect your Youtrust account.”

It means that we couldn’t find a Youtrust user with an email address that matches your HubSpot user email. The integration links your individual user account in HubSpot to your user account in Youtrust based on this email match.

How to fix it?

To establish the connection, make sure your user email address is the same in both tools. You have two options:

Update your Youtrust user email
Go to your Youtrust profile settings and change your email address so it matches your HubSpot user email.
Invite a new user to your Youtrust organization
Ask your admin to invite a new user to your Youtrust organization using your HubSpot user email address.

Once your user email address is the same in both HubSpot and Youtrust, the integration will connect your profiles automatically, and you'll be able to send and manage signature requests from HubSpot.