CRM integration
A deal won in HubSpot becomes a contract in Contrasync, and the signature status goes back to the CRM. Sales and legal start looking at the same information.
HubSpot takes care of the client relationship up to the close. Contrasync takes care of the contract from there on. The integration connects the two stages, with no spreadsheet export in between.
A deal won in HubSpot becomes a contract in Contrasync
Records and events mirrored between the CRM and the platform
The end of retyping company, amount and commercial terms
The integration follows the deal up to the signature and returns to the CRM what happened to the contract.
Deals with amounts and commercial terms
Companies and contacts, including custom fields
The contract status back on the CRM deal
The completed signature recorded in HubSpot
The connection is made in the Integrations tab of the company settings, by whoever has the owner or admin role.
Authorize Contrasync to access HubSpot
Map the fields, including custom fields such as the company tax ID
Turn on the mirroring and follow the status of the connection
The information stops being typed twice, and the contract stops being a black box for the sales team.
The sales team follows the signature from the CRM itself
A handoff between sales and legal with no rework
A contract created from the deal, in minutes
Zelor, the Contrasync AI
When the deal is marked as won in HubSpot, Zelor already builds the contract draft with the client, the amounts and the terms of that deal. Sales follows the signature without leaving the CRM.
Frequently asked questions
How a deal becomes a contract, what is mirrored and how to connect.
A deal won in HubSpot becomes a contract in Contrasync, with the company, the amounts and the terms already filled in. The signature status goes back to the CRM, and the sales team follows the contract without leaving HubSpot.
Deals with amounts and commercial terms, companies and contacts, including custom fields, plus the contract status and the signature status back in the CRM.
No. The connection is made in the Integrations tab of the company settings, by whoever has the owner or admin role. You authorize the access, map the fields and turn on the mirroring.
Book a personalized demo and see how we can simplify the way you manage your contracts.
Personalized demo
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