Integrating with HubSpot will enable you automatic draft creation and HubSpot deal updating.
Here are the steps of the most usual use case for this automatic workflow:
- Connecting with HubSpot
- Trigger: The deal stage is changed (a deal is moved in your HubSpot pipeline)
- Action: Create a draft (a new draft in Contractbook is automatically created)
- Trigger: Contract is fully signed
- Action: Update deal (the deal properties in HubSpot are automatically updated)