What's new in Contractbook
Product news
HubSpot integration: flexibly create contracts with my CRM data by clicking a button in HubSpot.
-
You can now easily create contracts and attach quotes to them directly from HubSpot at any stage of your commercial process.
- A new automation trigger called "Automation is triggered" allows you to fetch data from the Deal and Company and other objects related to them.
- You can start your contract creation from two HubSpot objects, Deal and Company, triggered by clicking the "Create contract in Contractbook" button in HubSpot.
- This new automation supports relationships with standard objects.
- A Contractbook widget where created contracts and their status are listed. Users can open a contract in Contractbook directly from the widget.
- Tracking contract activity such as contract creation in the history of an underlying object of HubSpot.
- Click here to learn more about configuring the new automated flow.
- Learn how the new automation works for your HubSpot users.
Product updates
Attaching your HubSpot quotes
- You can attach Quotes from HubSpot to your contracts with the "Deal stage is changed" HubSpot trigger.
- Simply disconnect from HubSpot under your integrations page and connect again to get this new addition to your pre-created automated flows triggered by deal stage changes in HubSpot.
- Click here to learn more about setting up an automation with this trigger.
Searching for dynamic table variables in the automation builder
- While setting a dynamic table in the Automation Builder, you can now search for variables you want to add to the table.
- Previously, you had to scroll through the long list of variables to find the one you wanted to use.
New - Completed date variable in Task is done trigger
- When using the "Task is done" trigger in the Automation builder, you can now choose a new date type of variable related to the task's completion date:
Stay tuned for more Contractbook updates in our newsletter. Click here to sign up.