How can I use Contractbook and HubSpot integration?

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 

  Creation phase:

• 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)

  Post-signature phase:

• Trigger: Contract is fully signed
• Action: Update deal (the deal properties in HubSpot are automatically updated)

In this article, we will show you how to execute the complete configuration with our in-app automation builder.