How can I set up a HubSpot integration with Contractbook?

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

If you are new to this powerful integration and have not worked with it before, click here to access our simple step-by-step guide on how to build your CRM to CLM automation from scratch.

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 already be part of a Contractbook Team as a member or owner
• You need to have HubSpot integration included in your Contractbook package
• Template in Contractbook: To begin with, define which template will be used to create the draft as soon as a deal is moved in your HubSpot pipeline.
  The contract draft which will be automatically created as a result of the automation will be customized with the help of the editable 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?

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. Settings > Users & Teams > Users/Permission Sets

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

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

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?

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:

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

With the new addition of HubSpot to our Contractbook No Code 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 step-by-step guide on how to set up an automated CLM to CRM workflow.

If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.