Find Your Shared Google Contacts in HelloSign

You may have difficulty finding the email addresses with HelloSign. This creates hassle making the person electronically sign documents. Luckily, with Google Contacts and Shared Contacts for Gmail® you can now access all the Google contacts shared Google Contacts and Shared Contacts for Gmail® solve this problem. You can now access all the Google contacts […]

You may have difficulty finding the email addresses with HelloSign. This creates hassle making the person electronically sign documents.

Luckily, with Google Contacts and Shared Contacts for Gmail® you can now access all the Google contacts shared Google Contacts and Shared Contacts for Gmail® solve this problem. You can now access all the Google contacts shared within your organization directly from your HelloSign interface. Now, you can easily find the signatory’s address you need without needing to look!

How to Use Your Google Contacts in HelloSign

Time needed: 3 minutes.

  1. Ensure the shared contacts with the HelloSign users. The data admin can log into the Shared Contacts for Gmail® dashboard to check this.


    make sure that the contacts are shared with the HelloSign users ,by logging into the Share Contacts for Gmail® dashboard.

  2. Verify your contact lists for all the needed shared contacts. Find the not-shared contact list (label). Click the ‘share’ icon to choose the collaborators.

    The ‘share’ icon is shown on the right-hand side of your labels.
    click on the contact list (label) you want to share

  3. Add your desired collaborators. You can add single, several contacts, or a whole domain group. You type their name at the search bar to do so. Afterward, set the access permissions.

    To set permission access, click the downwards arrow by “View only” to pull all permission options available.
    Type your desired collaborators and set access permissions

  4. Now, you can see the new collaborators.


    see the new collaborators being displayed

  5. You have now synced your Shared Contacts with Google Contacts. However, that is just the first part. Now, it will be a breeze to sync your Google Contacts to Freshsales. Log into your HelloSign account to begin.

  6. Once logged into your account, click on the integrations page.


    click on the integrations page

  7. Click on ‘Gmail’.


    Click on ‘Gmail’

  8. You will be taken to a new window, where you must Install ‘HelloSign for Gmail’.

    Accept all access prompts that proceed.
    Install ‘HelloSign for Gmail’

  9. Now, you have successfully integrated your Gmail into HelloSign. It is time to import your Google Contacts. To do this, upload a document that needs to be signed. Click ‘Next’.

    Follow the succeeding prompts. Eventually, the page will load and say “Your contacts have been imported”.
    import your Google Contacts

  10. When typing in the email address of a signatory, a pop-up that says ‘Import Contacts’ will appear, make sure to click it.

    Follow the succeeding prompts to allow full access to your Google Contacts.
    pop up that says ‘Import Contacts’ will appear, make sure to click it.

  11. Once you have completed importing your contacts, try searching for the email address again, and voila!


    search for the email address again


Troubleshooting

If after connecting your Google contacts with HelloSign, you still can’t access the contacts of the shared label, make sure you enabled the ‘Mobile & Outlook’ toggle.

You should always activate the ‘Mobile & Outlook’ toggle. This ensures that your shared contacts and general Google Contacts are synchronized. Furthermore, it allows you to see your general Google Contacts visible in your shared labels. In turn, it makes integrations with HelloSign and various other apps hassle-free.
If after connecting your Google contacts with HelloSign, and you still can’t access the contacts of the shared label, make sure you enabled the “Mobile & Outlook” toggle

There you have it! All of your organization’s shared Google contacts are now easily accessible for you to send for signatures, thanks to Shared Contacts for Gmail®.

Back to Integrations
Back to resources