Contractbook integrations
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      How can I set up a HubSpot integration with Contractbook?

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

      How can I use Contractbook and HubSpot integration?

      Integrating with your HubSpot system will enable automatic draft creation and HubSpot deal updating.

      You need the following for this integration:

      • You need to have HubSpot integration included in your Contractbook package
      • Template in Contractbook: First, define which template will create the draft once a deal is moved in your HubSpot pipeline.
        The contract draft automatically created due to the automation will be customized with the help of the data fields you add to your template. As such, deals in HubSpot must contain all the information you need to add to the auto-generated contract, such as company name, email address, agreed price, billing details, MRR, ARR, etc.
      • HubSpot account: This integration requires Free Tools & CRM or Starter, Professional, or Enterprise of the following HubSpot plans:
        • Marketing Hub
        • Sales Hub
        • Service Hub
        • CMS Hub 
        • Operations Hub

      What types of HubSpot variables can I use in my Contractbook automations?

      With the help of the in-app Automation Builder, you can use the integration between Contractbook and HubSpot to list any of the following variables:

      • Deal
      • Deal owner
      • Deal Company
      • Deal Contact

      How to add HubSpot permissions to Contractbook?

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

      1. Settings > Users & Teams > Users/Permission Sets

      Select the Permission Set for your User level, and Edit Permissions Set:

      Screenshot_2022-06-15_at_14.31.54.png

      CRM → CRM Access → Object access → Deals → Owned only (or higher than that - Teams, Everything) for Delete, Edit, and View columns:

      Screenshot_2022-06-15_at_14.31.25.png

      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 with HubSpot?

      1. Click on the Automations tab from the top menu. 
      2. Click on Integrations from the left-hand sidebar.
      3. Locate HubSpot under the 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 to Accept and install.

      After selecting your HubSpot account and establishing the connection, you will be taken back to your Contractbook integrations page:

      Screenshot_2023-03-14_at_19.47.22.png

      In case you do not yet have HubSpot integration included in your package, you can request that by following the steps below:

      1. Click on the Automations tab from the top menu.
      2. Click on Integrations from the left-hand sidebar.
      3. Locate HubSpot under the 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:

      How can I disconnect Contractbook from HubSpot?

      1. In your HubSpot account, click Settings or Profile & Preferences in the main navigation bar.
      2. Under Account Setup, expand Integration and select Connected apps from the drop-down list.
      3. Find Contractbook in the list or by searching.
      4. In the Actions drop-down, click Uninstall.
      5. Continue by typing "uninstall" in the box and confirm by clicking the Uninstall button.
      6. Note: This action will not delete any existing Contractbook data in HubSpot but will no longer be updated.

      How disconnecting and uninstalling will affect my HubSpot account and data?

      Your Contractbook account will keep any generated documents with pulled HubSpot data intact. This data will remain accessible in the generated documents, even after disconnection and uninstallation. 

      How can I connect another HubSpot account to Contractbook?

      What should I do to disconnect my HubSpot account in Contractbook and connect to a different account?

      If you want to use a different HubSpot account to connect with Contractbook, you can easily do that by following these steps. If you have any questions, reach out to our Support Team.

      With the addition of HubSpot to our Contractbook in-app Automation Builder, you can significantly decrease the number of repetitive tasks in your contract management flow.

      You can streamline your legal operations by automating contract and HubSpot pipeline management.

      Here is our step-by-step guide on how to set up an automated CLM to CRM workflow.

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