Automate your sales processes in minutes
Your sales teams work on Hubspot, and you want to save them time when generating and sending contracts to your future customers?
Find out how to automatically generate a contract from a Hubspot Deal with our Zapier integration.
In this article, we will show you how to:
Automatically create a contract on Leeway, from one of your templates, as soon as a Hubspot Deal changes from one status to another.
Automatically fill in the contract fields from the Hubspot Deal fields, no need to copy and paste information from one tool to another.
Generate a contract automatically
Step 1 - Create a new Zap with the trigger Hubspot
Connect to Zapier > Click on "Create a Zap"
Select the trigger
Hubspotand the event
Updated Deal Stage
Select the Deal Stage at which you want the trigger to be sent. The event will be triggered each time the Deal reaches this specific status
Step 2 - Choose the app Leeway for the action
You can set up the action you want to be triggered as soon as the Deal is updated.
Select the app
Leewayfor the action
And the specific action
💡 If this is the first time you use the app Leeway on Zapier, you will need to connect to your Leeway account. Follow the steps described here.
Step 3 - Choose the right template and map the fields
Now you have to configure the contract type you want to be automatically generated on Leeway.
Select the Leeway contract type among all your Leeway template as well as the language for the contract
Map all the fields you want to be automatically filled in from your Hubspot data.
🚨 Some fields are mandatory such as the counterparty name, don't forget to add data for those fields.
💪 And voilà, you're all set. Now it's time to test your Zap!