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Contract Sent - Hubspot integration

01

Integrate Contract Sent with Hubspot

  1. In your sidebar menu in Contract Sent click on the integrations page
  2. Click on Connect Account for your Hubspot integration
  3. You’ll need to be an Admin of Contract Sent and either have Super Admin access to Hubspot or have permissions to install integrations
  4. After integrating with Hubspot you’ll be ready to get started

02

Connect your Contract Sent deal with your Hubspot Deal

  1. Open a deal that you’re working on in Contract Sent
  2. Click on Find Hubspot Deal and you’ll see all of your deals in Hubspot
  3. Select the deal in Hubspot that matches the deal in Contract Sent
  4. Once selected and confirmed the details of your Contract Sent deal will push into Hubspot as a custom object associated with the deal you’ve selected
Contract data management
Hubspot Contract integration

03

Keep an eye on negotiations from Hubspot

  1. Every time properties or the stage of negotiation updates in Contract Sent it will now update in Hubspot.