How Ignite reduced their agreement creation time by 83% with Lumin for HubSpot

For Ignite, a New Zealand social enterprise that provides access to wellbeing services, signed agreements are the first step toward connecting people the support they need. For Business Development Manager Daniel Cooper, creating and managing those documents within HubSpot was a time-consuming process that slowed everything down.

Before using Lumin for HubSpot, Daniel would manually create every agreement, save it, convert it to PDF, and attach it to an email. This process could take him half an hour. Furthermore, having the document signed would cause further delays as recipients were required to open, print, sign, and return the PDF themselves. There was little visibility into this whole process, meaning he had to follow up to find out whether documents had really been signed.

Thankfully, there was a solution - Lumin for HubSpot.

A streamlined document workflow

Daniel got in touch with Lumin because he wanted to bring agreements directly into HubSpot, the CRM Ignite uses to connect with people looking for wellbeing services across New Zealand. His director suggested he consider Lumin while weighing up other options, and its HubSpot integration immediately stood out to him.

Here's how the Lumin for HubSpot integration works: you create agreements from pre-built templates that connect to HubSpot data and Lumin then pulls all the relevant information from the HubSpot record and auto-populates the agreement for you. No manual data entry, no fuss.

This means that agreement creation time can reduce from 30 minutes to as little as five.

"I can send an agreement out in about five minutes if it's pretty straightforward. And I don't need to manipulate anything once it generates the agreement or do the little ad hoc things that you might need to adjust. Before Lumin, the whole process used to take 30 minutes."

Lumin also gives Daniel more visibility after sending agreements. The integration with HubSpot delivers notifications when recipients sign their documents, so there's no need to check everything manually.

You can see the status of your agreement within Lumin as recipients view, sign, or decline an agreement, and signed documents are saved to your records as soon as the last signature is added. Open any agreement to see who took an action and when, which gives you a clearer view of the whole signing workflow.

"Administration just kills me. I'm in sales, right? I don't like administration. I want it to be easy. And so for me, it just made it really easy."

Supporting transparency and privacy

The benefits continue after an agreement has been sent. Ignite works in the wellbeing space, where protecting customers' healthcare data is not only the right thing to do but a legal requirement.

"From a privacy perspective, we are very mindful of getting permission from people when we need to collect their information," says Daniel.

One way Lumin supports this is by giving both parties - Ignite and their customers - a Certificate of Completion after signing. It provides an independent log of when an agreement is signed and who signed it, giving Daniel peace of mind.

"Once you sign a document, you've got a certificate saying, 'Yep, it's signed, it's done, it's locked in. I think that's awesome because you can't be too careful these days with phishing and other scams."

Daniel also found it easy to get started with the integration. There was a little trial and error at the beginning, but Lumin helped him figure out what to configure in the CRM so the right information could flow into his templates.

"I got the answers I needed when I got stuck. And when the first agreement came through, we knew we were set."

Ongoing support after implementation

Lumin continues to support Ignite long after the initial setup. Every time Daniel faces a challenge, the Lumin team help him work through it.

"My experience with Lumin is hands down better than anything that I've had before," he says. "Everything else that came with this journey was what I loved about it."

Daniel had spoken to other providers before working with us. But his experience wasn't always as straightforward. He says one of them cancelled a meeting after finding out Ignite wasn't the right fit.

Lumin, on the other hand, has given him the flexibility to create a solution around the way Ignite already works.

"With Lumin, I've been able to completely automate. I've got templates created for the different types of agreements that I send out. I've got automations within HubSpot that automatically send notifications to the team."

Overall, it's been a positive implementation for Ignite: "My boss is happy. I'm happy."

Simplify your agreement workflows with Lumin for HubSpot

Like Daniel, you can easily create agreements from your HubSpot data in three simple steps:

1. Install the Lumin app from the HubSpot marketplace and connect it to your Lumin workspace. (You'll need a Lumin workspace on our Pro plan with Sign licenses assigned.)
2. Add the Lumin app card to the record pages you send agreements from and connect your Lumin workspace. You only need to do this one time.
3. Upload an agreement into AgreementGen, Lumin's intelligent agreement drafting assistant, or create one with a prompt. Then, assign signer roles and paste into your HubSpot variables. Your template is now live.

Ready to cut agreement creation time down to as little as five minutes? Try Lumin for HubSpot for free with a 14-day trial.