How can I use Contractbook and HubSpot integration?

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

Workflow steps in the No Code Automation Builder:

• 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 No Code Automation Builder.