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HubSpot CRM Integration

Automatically create deals in HubSpot when contracts are generated. Update deal stages when contracts are signed. Search contacts by email.

Prerequisite

This integration must be enabled by your workspace admin. If you don't see a Connect button, contact your admin.

What it does

  • Auto-create deals: When a contract is generated, a deal is automatically created in HubSpot with the contract details.
  • Update deal stages: When a contract is signed, the corresponding HubSpot deal stage is updated automatically.
  • Contact search: Search HubSpot contacts by email when sending contracts to recipients.

How to connect

  1. 1

    Go to Integrations

    Navigate to your Integrations page from the sidebar menu.

  2. 2

    Click Connect

    Find HubSpot CRM under the CRM tab and click the Connect button.

  3. 3

    Authorize on HubSpot

    You'll be redirected to HubSpot's consent screen. Review the requested permissions (contacts and deals) and click Allow.

  4. 4

    Done

    You'll be redirected back to SignetX. The status badge will show Connected in green. Deals will now be created automatically when contracts are generated.

How it works

  • When you generate a contract with AI, a new deal is created in HubSpot with the contract name and details.
  • The deal is assigned to the pipeline stage you have mapped in your settings.
  • When the contract is signed by all parties, the deal stage automatically advances.
  • You can search for HubSpot contacts by email when selecting a contract recipient.

Disconnecting

To disconnect, click the Disconnect button on the HubSpot card. This revokes SignetX's access to your HubSpot account. Previously created deals remain in HubSpot.