Concord Now Offers a HubSpot Integration!
Concord is excited to announce its new integration with HubSpot! That means you can now create Concord contracts directly from HubSpot, and auto-fill them with HubSpot data.
Here’s a closer look at how this integration works:
Activate with one click.
The integration is easy to turn on from Concord’s Integrations page. Just click the HubSpot toggle to grant access and link your account. That’s all there is to it!
Create contracts straight from your HubSpot deals.
You can now generate documents from Concord templates within a HubSpot deal. Just click “Create Document,” and you’ll be taken directly over to Concord, where you can drag and drop more than 500 different HubSpot fields – including your own custom fields – into your contracts from Concord’s “Fields” panel.
HubSpot fills contract fields automatically.
When you’re managing a deal in HubSpot, you’ll see all contracts in Concord that are associated with that deal. Each time you add a contract to the deal, it’ll automatically appear in the deal’s contract list in HubSpot, so all agreements connected to the deal stay in one place. You can also track the status of the contract directly from HubSpot, and see the date when the contract was fully signed.
Share agreements with HubSpot contacts.
It’s easy to share documents with viewers and signers, both internally and externally. Concord automatically pulls in the list of all contacts associated with the deal in HubSpot. Just type in a contact’s email, assign them access as an Editor, Limited Editor, or Viewer, and click “Send.” They’ll receive an invite to join the document.
Changes in Concord sync back to HubSpot.
Any info you type into an empty field in Concord will automatically populate back to the corresponding field in HubSpot. This keeps your deals consistent across both platforms, and saves you the time and effort of entering data manually.
Stream a video demo of this integration:
Concord HubSpot Integration: Best Practices
Concord remains committed to making contracts effortless, and will be rolling out even more innovative improvements over the coming months. Stay tuned!
