💡 In this article: Discover how SpotDraft’s integration with HubSpot allows you to seamlessly sync Contract Metadata, enriching your Deal records and empowering your team to manage contracts with greater efficiency—all within the HubSpot platform.
🔃 Sync SpotDraft Contract Metadata details to HubSpot Fields
Enhance your CRM's capabilities by syncing General, Lifecycle, and Contract Type-specific metadata from SpotDraft into HubSpot. This integration allows you to customize HubSpot Deal records with up-to-date contract information, offering a comprehensive view that captures all unique aspects of your business contracts.
💡 Tip: This integration syncs Contract Metadata from SpotDraft to HubSpot.
📝 Prerequisites
- HubSpot Objects: This integration only syncs with the Deal object, so ensure that the data to synchronize is associated with a Deal.
- Contract Type setup with Contract Metadata: Choose the Contract Type to integrate with HubSpot and ensure it has Contract Metadatas set up in SpotDraft.
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Data Synchronization Plan:
- Identify the specific Contract Metadata data you wish to synchronize.
- Determine the corresponding HubSpot fields for synchronization.
- Ensure each mapped field has the same data type in both SpotDraft and HubSpot.
- Generic Settings Connection: Confirm that the generic settings between SpotDraft and HubSpot are already configured and active.
- HubSpot User Role: The individual setting up the integration must have appropriate access in HubSpot and a SpotDraft account. Their email address for both accounts should be identical. (If the HubSpot user needs a SpotDraft account, please follow this guide to create one.)
⚙️ Installation & Configuration
- Log into SpotDraft, navigate to 'Settings' → 'Integrations' → ‘CRM’, open the HubSpot card, and select ‘Setup’ from the top menu. Then hit the ‘Add Integration’ button on the ‘Contract Metadatas sync to HubSpot’ option to open the setup wizard.
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Authenticate your HubSpot account.
2.1 - Click New authentication.
2.2 - Set the authentication name then click on the Create button.
2.3 - Choose the HubSpot account.
Note. tray.io is used by SpotDraft for this integration.
2.4 - Agree to HubSpot’s Terms
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Set the SpotDraft Contract Type that the rest of the configuration will apply to.
- Select the Contract Type related to the mapping you completed in the prerequisites (e.g., CPQ).
- Hit Next.
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Map Contract Metadata Fields.
- Map Contract Metadata fields with relevant HubSpot Deal properties
- If the mappings are verified, you can click Finish to complete the setup.
- After finalizing the wizard by clicking on Finish, you will be directed back to the HubSpot Integration page, and a confirmation message stating "Installed Successfully" will appear.
- To complete the process, simply click on the Connect button.
🎉 Fantastic work! You've successfully configured the integration. Now, your HubSpot Deal records will automatically update with the latest contract details from SpotDraft, keeping everyone on the same page effortlessly!
💡 Note: To set up the integration for a different Contract Type, follow the same process again.
✅ Verification
- Create a Test Contract in SpotDraft: Begin by creating a dummy contract in SpotDraft and populate some, if not all, of its Contract Metadatas that are mapped to sync with HubSpot.
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Update Contract Metadatas: In SpotDraft, modify one or more of the Contract Metadatas in the test contract.
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Check HubSpot Records: Verify if the changes in Contract Metadatas reflect accurately in the corresponding HubSpot fields.
- Test Automations (if any): If HubSpot automations depend on these fields, check if they trigger as expected after the sync.
- Review HubSpot Reports: If you have reports that utilize these fields, run these to ensure that the synced data is being included correctly.
💬 FAQs
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Which HubSpot objects can be synced with SpotDraft Contract Metadatas?
You can sync Contract Metadatas with the Deal object in HubSpot. -
Can custom Contract Metadata sections be synced to HubSpot?
Yes, custom sections like Contract Type specific sections can be synced with HubSpot, allowing for a fully tailored data transfer. -
How frequently does the data sync from SpotDraft to HubSpot?
The data synchronization occurs in real-time. Any changes made in SpotDraft Contract Metadatas are instantly reflected in the linked HubSpot fields. -
Is there a limit to the number of Contract Metadatas that can be synced?
There's no set limit on the number of Contract Metadatas you can sync, but it's important to ensure that your HubSpot setup can accommodate the data structure you plan to use.