Add Custom Properties to Your HubSpot Deals!
Add Custom Properties to Your HubSpot Deals, With Concord!
Concord’s latest enhancements make it easier for your team to access critical contract information right within HubSpot. By bringing Concord custom properties into HubSpot, we’re streamlining workflows, enhancing collaboration between Sales and Operations teams, and giving you the tools to manage contracts seamlessly — all in one place.
Here’s how these new features make it easier than ever to sync data.
Key contract details right in HubSpot
Imagine your sales reps having contract information at their fingertips without leaving HubSpot. With this update, all key contract data from Concord is now accessible right in HubSpot, helping your team stay organized and on track.
Benefits for your sales team
- Save time: No more switching platforms. All the contract-related details are available within HubSpot, letting your sales reps focus on engaging clients and closing deals.
- Boost confidence: Sales reps can check contract status and details in real time, so they’re always equipped with the latest information during client conversations.
Centralized access for smoother collaboration
We know that collaboration between sales and legal teams is essential for getting contracts right. With contract data synced to HubSpot, everyone is on the same page — no more emailing back and forth or tracking down details.
How it helps your team
- Streamline teamwork: Both sales and legal teams can view the same data, making it easier to align on contract terms and client needs.
- Minimize delays: By reducing the need for cross-platform searches, teams can resolve questions faster and move deals forward smoothly.
Custom properties to enhance workflows and reporting
Now, your team can pull Concord data directly into HubSpot reports, workflows, and dashboards. This means you can track contract metrics alongside other sales data, providing a fuller view of the customer journey and the impact of contract management.
Key advantages
- More efficient workflows: Automate tasks and set up reminders using contract data, so your team never misses a key date.
- Detailed reporting: With contract metrics in your reports, you can track renewal rates, deal timelines, and more — helping you make data-driven decisions with ease.
Visibility and control for faster, more efficient deals
Having contract data directly in HubSpot makes it easy to keep deals moving. By integrating Concord properties, you’re giving your team the visibility they need to stay proactive and resolve issues before they impact client relationships.
Here’s how
- Keep deals on track: Sales and legal can see every contract’s status, helping them flag and address potential roadblocks before they become problems.
- Close deals faster: With real-time data, your teams work in sync, making approvals faster and helping deals close sooner.
Getting started with Concord’s custom properties in HubSpot
Setting up Concord custom properties in HubSpot is straightforward, and we’re here to help you make the most of it. Contact our support team for guidance on getting started, customizing properties to fit your workflows, or exploring additional ways to use these features.
By bringing Concord data into HubSpot, we’re making contract management more seamless, collaborative, and efficient — giving your team the tools they need to work smarter and close deals faster.
