HubSpot is a robust customer relationship management (CRM) platform that enables businesses to streamline sales, marketing, and customer service. By integrating Oneflow’s solution for digital contracts with HubSpot, you can transform the way your team handles contracts and workflows. Seamlessly sending, managing, and tracking contracts directly within HubSpot reduces time-consuming manual tasks and creates an effortless user experience.

With Oneflow’s HubSpot integration, you can:

• Automate contract creation, sending, and signing
• Sync contract data with HubSpot records and vice-versa (two-way sync)
• Track contract status updates directly in HubSpot
• Save time and reduce errors by eliminating the need for multiple tools

But how do you make the most of this integration? The answer lies in leveraging HubSpot Workflows. Here’s a step-by-step guide to integrating digital contracts into your HubSpot Workflows and a look at some practical use cases.

What is HubSpot Workflows?

Leverage HubSpot Workflows to optimize contract processes. Workflows are automation tools designed to save time and streamline operations. Combining them with Oneflow’s digital contract capabilities enhances efficiency. For example, you can:

• Sending follow-up emails
• Updating property values in records (i.e. deals, contacts, companies)
• Assigning tasks to team members

Imagine automatically generating and sending a contract the moment a deal reaches a specific stage or triggering a renewal reminder for an expiring contract. These automations can supercharge your sales process.

Setting up the integration

Before diving into Workflows, you need to integrate Oneflow with HubSpot:

1. Install the Oneflow app: Visit the HubSpot App Marketplace and search for Oneflow. Click “Install” and follow the prompts to connect your HubSpot and Oneflow accounts.
2. Map properties: Synchronize relevant properties between HubSpot and Oneflow. This ensures that deal information, such as client details, contract amounts, and terms, is transferred seamlessly.
3. Configure templates: In Oneflow, create contract templates tailored to your needs. These templates will be used in workflows to generate contracts dynamically.

Automating contract processes with HubSpot Workflows

Once the integration is set up, you can create workflows that incorporate Oneflow’s contract functionality:

Step 1: Define the trigger

Start by identifying what will initiate the workflow. Common triggers include:

• A deal moving to a specific pipeline stage, such as “Proposal Sent”
• A contact property, like “Contract Required,” being updated
• Other triggers such as a deal amount changed or form submission

Step 2: Add actions

HubSpot’s workflow editor lets you add actions to automate your process. When integrating with Oneflow, these actions can include:

• Create a contract: Automatically generate a contract using predefined templates in Oneflow. Populate the contract with deal or contact data from HubSpot. 
• Send for signing: Send the contract to the participants and initiate the signing process directly within the workflow.
• Add participant: Add participants to the contract based on HubSpot “contacts”
• Get contract details: Get details about contract like contract status
• Delete contract: Delete contract
• Get contract list: Get list of contracts on a HubSpot object

Step 3: Test the workflow

Always test your workflow before deploying it. Ensure the right templates are used, data fields are populated correctly, and actions execute as expected.

Legally binding contract templates in Oneflow

Don’t write contracts from scratch, use our free templates in Oneflow

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Practical use cases for HubSpot Workflows with Oneflow

1. Automated proposal sending

When a deal reaches the “Proposal” stage:

• Automatically generate a proposal using a Oneflow template
• Populate it with deal details (e.g., client name, amount, product description)
• Send the proposal for electronic signing
• Notify the sales rep when the proposal is sent and track the status within HubSpot

2. Contract renewals

For recurring contracts, create a workflow based on a HubSpot data point to:

• Identify deals or contacts with contracts nearing expiration
• Generate a renewal contract and send it to the client for signing
• Notify the account manager if the renewal is signed or if follow-up is needed

3. No touch sales

For forms that are filled, create a workflow based on a HubSpot data point to:

• Generate Oneflow quote via Workflows after a HubSpot form is filled
• Send the contract to the client for signing
• Once the contract is signed, automatically send a follow up such as DPA and customer contract

4. Create ready-to-sign orders on website form submission

Use workflows to:

• Automatically create orders based on form submission on your website
• Add data collected in the form to the contract

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Benefits of integrating Oneflow’s digital contracts with HubSpot Workflows

1. Streamlined sales processes

Automating repetitive tasks means your sales team spends less time on admin and more time closing deals.

2. Reduced errors

Data synchronization between HubSpot and Oneflow eliminates the risk of manual data entry mistakes.

3. Improved client experience

Quickly sending error-free, professional contracts enhances your brand’s credibility and makes it easier for clients to say “yes.”

4. Greater visibility

Tracking contract status within HubSpot gives your team real-time insights into the sales pipeline, enabling better decision-making.

Tips for success

1. Keep templates updated: Regularly review and update your Oneflow templates to ensure they reflect current terms and branding.
2. Leverage personalization: Use HubSpot properties to personalize contracts dynamically, creating a tailored client experience.
3. Monitor workflow performance: Use HubSpot’s analytics to track how your workflows perform and make improvements as needed.
4. Train your team: Ensure your sales team understands how the integration works and how to troubleshoot common issues.

Final thoughts

Integrating Oneflow’s digital contracts with HubSpot Workflows is a game-changer for optimizing sales processes. By automating tasks and ensuring seamless data flow between platforms, you’ll save time, reduce errors, and enhance client satisfaction. Get started today and unlock the full potential of your sales and contract management processes.