1.1 — Log in to Contractbook

Do yourself a favor and use a central account from the very beginning (i.e. legal@company.com), then you’re already one step closer to having centralized ownership of your setup.

Do yourself a favor and use a central account from the very beginning (i.e. [email protected]), then you’re already one step closer to having centralized ownership of your setup.

1.4 — Create your first automation

Go to “My automation” and create a new one that triggers from when the deal stage is updated. You will see all stages from all pipelines in the dropdown, so select the right stage from the right pipeline. We recommend using the stage “Contract Sent / Contract Drafted”. Using a contract draft dedicated stage in your pipeline will provide more precision in your CRM process.

Go to “My automation” and create a new one that triggers from when the deal stage is updated. You will see all stages from all pipelines in the dropdown, so select the right stage from the right pipeline. We recommend using the stage “Contract Sent / Contract Drafted”. Using a contract draft dedicated stage in your pipeline will provide more precision in your CRM process.

1.7 — Draft party details

In the party details section, you input your company details as the first signing party. In the next party section, you define the other parties of the contract. You can reuse Hubspot’s data fields, which are visible once you click on the trigger “Deal stage is changed” in the drop-down list.

In the party details section, you input your company details as the first signing party. In the next party section, you define the other parties of the contract. You can reuse Hubspot’s data fields, which are visible once you click on the trigger “Deal stage is changed” in the drop-down list.

1.2 — Build your smart template

Do not rush through this part of the process. Include any data fields you’ll ever need. Make sure you are using consistent and descriptive data field codes across all your templates. Be sure to create a field for the HubSpot deal id.

Do not rush through this part of the process. Include any data fields you’ll ever need. Make sure you are using consistent and descriptive data field codes across all your templates. Be sure to create a field for the HubSpot deal id.

1.5 — Choose the event “Create a draft”

![Now you need to define the next event step, which is in this case “Create a draft” from the documents section.

Every automation consists of triggers and events. When something happens what should happen then? ](https://s3-us-west-2.amazonaws.com/secure.notion-static.com/3c7961ff-3e2e-460c-b5f5-36bd059ad58e/Screenshot_2022-11-14_at_10.15.57.png)

Now you need to define the next event step, which is in this case “Create a draft” from the documents section.

Every automation consists of triggers and events. When something happens what should happen then?

1.8 — Map deal data into contract automation

An essential part of your post-signature flow is that you map the “Deal ID” into your dedicated HubSpot deal id data field on the template. The Deal ID serves as the unique identifier of your deal and the created draft. This is how the automation builder can link the Hubspot Deal with the Contractbook draft. In the data tab, you can see all available data fields you have defined in your template creation. You can again prefill them by mapping Hubspot’s deal data fields. Use dynamic tables for including line items.

An essential part of your post-signature flow is that you map the “Deal ID” into your dedicated HubSpot deal id data field on the template. The Deal ID serves as the unique identifier of your deal and the created draft. This is how the automation builder can link the Hubspot Deal with the Contractbook draft. In the data tab, you can see all available data fields you have defined in your template creation. You can again prefill them by mapping Hubspot’s deal data fields. Use dynamic tables for including line items.

1.3 — Connect HubSpot

Navigate to the automation tab from the main menu and find the integrations page, from which you click “Connect” and establish the link to your HubSpot workspace.

Navigate to the automation tab from the main menu and find the integrations page, from which you click “Connect” and establish the link to your HubSpot workspace.

1.6 — Define the draft creation details

Select the contract template from the list. This means that whenever a HubSpot deal stage changes a new draft will be created from this contract template. Now you need to specify the draft title. You can either input free text or use Hubspot’s deal details such as Company Name, Deal ID, etc.

Select the contract template from the list. This means that whenever a HubSpot deal stage changes a new draft will be created from this contract template. Now you need to specify the draft title. You can either input free text or use Hubspot’s deal details such as Company Name, Deal ID, etc.

1.9 — Publish your draft creation automation

Make sure to give your “draft creation automation” a name and publish it — now you’re halfway done with the basics.

Make sure to give your “draft creation automation” a name and publish it — now you’re halfway done with the basics.

2.0 — Test by updating the deal stage

With the creation automation publish that triggers from stage update in your sales pipeline, it’s time to go and test the workflow. Create a demo deal and move it into your selected trigger stage to generate your first contract.

With the creation automation publish that triggers from stage update in your sales pipeline, it’s time to go and test the workflow. Create a demo deal and move it into your selected trigger stage to generate your first contract.

2.1 — Find the generated draft in Contractbook

If everything went well, you will now find the newly generated draft on your Contractbook account. If you don’t, then you can open the automation and check the activity log to find out what went wrong.

If everything went well, you will now find the newly generated draft on your Contractbook account. If you don’t, then you can open the automation and check the activity log to find out what went wrong.

2.2 — Now, create your post-signature automation

Now onto what happens after the contract is signed. First, you want to create a new automation that triggers off contracts being signed from a specific template, which will then update deal properties.

Now onto what happens after the contract is signed. First, you want to create a new automation that triggers off contracts being signed from a specific template, which will then update deal properties.

1.10 — Map data-sync back to HubSpot

Here, you want the deal to move into the “Closed Won” stage. Besides that, this is where you can sync back data from the contract. Also, why not put the contract URL into a dedicated property on the deal, so it's easy to find?

Here, you want the deal to move into the “Closed Won” stage. Besides that, this is where you can sync back data from the contract. Also, why not put the contract URL into a dedicated property on the deal, so it's easy to find?

1.11 — Test your post signature CLM to CRM sync

With the post-signature automation in place, it’s time to test the second part; so go ahead and sign on a draft created from your template — it can just be yourself as the only signee, that works fine for a test.

With the post-signature automation in place, it’s time to test the second part; so go ahead and sign on a draft created from your template — it can just be yourself as the only signee, that works fine for a test.

1.12 — See that the deal pipeline stage is updated

When signed, go back into HubSpot and see that your deal should’ve moved into the next pipeline stage and that the other properties you decided to sync from step 1.10 are also updated.

When signed, go back into HubSpot and see that your deal should’ve moved into the next pipeline stage and that the other properties you decided to sync from step 1.10 are also updated.

Did that all work out? Amazing! Or maybe not? Find more support articles below to help you build the integration đź“–

Read more:

How can I use Contractbook and HubSpot integration?

Automatic draft creation and deal update: HubSpot integration

How to use lookup table data to automatically create a contract draft when a HubSpot deal stage is changed?

How can I use dynamic tables?