Contractbook in-app HubSpot integration

Accelerate your deal flow with Contractbook

Contractbook is an all-in-one contract automation platform that allows you to create, sign and organize your contracts in a single streamlined flow. Thanks to a dynamic and data-rich format, Contractbook unlocks business intelligence in your contracts and enables you to build automated workflows.

Connect Contractbook to your CRM system and automate the entire sales journey for a faster, more cost-efficient process that really scales.

With Contractbook in-app HubSpot integration, you can make pipeline and contract management simple.

How can I use Contractbook and HubSpot integration?

Integrating with HubSpot will enable you automatic draft creation and HubSpot updating.

If you need some additional guidance on how to create your first automation with Contractbook in-app HubSpot integration, you can read more about it here.

How to add HubSpot permissions to Contractbook?

In order to successfully establish the connection with Contractbook, there is a minimum required set of permissions you need to allow from your HubSpot account:

1. CRM → CRM Access → Object access → Deals → Owned only (or higher - Teams, Everything) for Delete, Edit, View

2. CRM → CRM Access → CRM Tools → Edit property settings

3. Sales → Manage product library

4. Account → Settings → App Marketplace Access

Now you have successfully set up the appropriate properties in HubSpot to get your Contractbook in-app integration going.

The next will be to connect to your HubSpot account from Contractbook.

How can I connect Contractbook and HubSpot?

This integration requires Free Tools & CRM or Starter, Professional, or Enterprise of one of the following HubSpot plans:

And Sales Add-on as an addition to your Contractbook Foundation plan, you can connect directly to your HubSpot account.

Lastly, you need to be part of a Team in order to be able to integrate with HubSpot.

1. Click on Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate HubSpot under CRM section
4. Click on the blue button Connect to initiate the integration
5. In the pop-up window from Contractbook - Integrations, use your HubSpot login credentials to connect
6. Review the requested permissions and choose Accept and install

In case you do not yet have subscribed to a Sales Add-on, you can request that by following the steps below:

1. Click on Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate HubSpot under CRM section
4. Click on the blue button Connect to request the integration
5. Fill in the short questionnaire and submit your request
6. Our team will get in touch with you to discuss the future possibilities of an upgrade

With the new addition of HubSpot to our Contractbook no-code in-app automation builder, you have the opportunity to significantly decrease the number of repetitive tasks in your contract management flow.

You are now ready to streamline your legal operations by automating contract and HubSpot pipeline management. Here is our article with step-by-step guidance on how to set up an automatic workflow.
Are you curious to learn more about Contractbook in-app HubSpot integration and how you can use it in your contract management? Here is a link to a demo designed for you by our experts.

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.