Installing Lumin in HubSpot
Search for the Lumin app in the HubSpot Marketplace.
Click Install.
Review and grant the required permissions, then click Connect app.
Setting up Lumin app card
Managing the app card location
In HubSpot, head to Settings.
Under Account Management, click Integrations, Connected Apps and then click the Lumin app.
Head to the Settings tab, then click Manage locations.
The Lumin app cards can be added at the Deal, Company or Contact level. Where this is added depends on an organization’s internal processes. E.g., ‘Agreements are always sent from the Deal’.
Click the appropriate tab – Contact, Companies, or Deals, the location where the Lumin app card should be visible.
If the app card is required on the Deal’s Record page, go to the Deals tab, then under Record page, check the box for Lumin – Documents & eSignatures.
Customizing record page views: Adding the Lumin app card
In HubSpot, head to Settings.
Under Data Management, click Objects. Then select the object (i.e., Deal) where the Lumin app card is required. This is where users will send, track and manage signature requests from.
Select the view that the Lumin app card needs to be in.
Then, click + to add a new tab.
Add a name for the new tab, i.e., Signature Requests. Then, click Done.
Click Add card.
Head to the Card library tab, then search for the Lumin app card. Then, click + Add card.
Once the app card is added, users will now be able to send, track and manage signatures from within that record page.
