Updating email signature in Hubspot

Updating a user’s email signature within Hubspot is an essential part of new user setup within
the system. Once done, this will enable Hubspot to send out emails to borrowers instead of
requiring the user to leave the program to manually send emails from another application. Prior
to completing these steps, any attempts to send email from Hubspot will result in the email
message failing to be sent.

Step #1: Open Hubspot

From a web browser, navigate to the home page and choose ​HubSpot ​from the list of available
applications.

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Step #2: Login
When prompted with the sign-in page, users should choose the option ​Log in with SSO​.
You ​do not​ need to enter any credentials on this page.

Step #3: Sign in with SSO

On the new page, enter your Interfirst email address and choose ​Log in​.

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Step #4: Open HubSpot settings
From the default landing page in HubSpot, navigate to the settings menu by choosing the gear
cog icon from the top, right-hand corner of the page.

Step #5: Basic info settings

From the settings menu, choose ​Basic info​ from the left-hand navigation menu

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Step #6: CRM Communication
From the basic info settings sub-menu, scroll down to the bottom of the page to the section
header ​CRM Communication ​and choose the ​Edit signature​ button.

Step #7: Open email in a new browser tab

From the top of the browser window, navigate back to the tab showing the Access Panel
Applications. ​DO NOT​ close out of the Hubspot tab.

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From the Access Panel Apps list, choose ​G Suite​ from the available options. Your Gmail will
now open in a new tab. You should now have 3 tabs open in your browser.

Step #8: Open email settings menu

In the Gmail window, navigate to the settings menu by choosing the gear cog icon from the top,
right-hand side of the screen. Then, from the new drop-down sub-menu, choose ​Settings​.

Then, in the new settings window, scroll down the page to the ​Signature​ section near the
bottom of the page.

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Step #9: Copy email signature
In the window adjacent to the Signature section header, click inside the window and drag with
the mouse to highlight all of the text & code inside this window. Once highlighted, right-click the
mouse and choose ​Copy​ from the available list of options. Alternatively, you can perform the
same function on the keyboard by pressing “Ctrl” then the “C” key.

**IMPORTANT**​ Do not edit, change, add to, or manipulate this signature in any other way.
Doing so will prevent your email from working correctly and is a violation of company policy.

Step #10: Paste email signature into Hubspot

Navigate back to the Hubspot tab in your browser, click inside the ​Signature​ box, then paste
the email signature code here by right-clicking and choosing ​“Paste”​ from the list of options.
Alternatively, you can press ​“Ctrl”​ and “​ V”​ on your keyboard to perform the same function.
When you are finished with this step, press “Save” from the bottom of this box to complete the
process.