Generate Monax agreements when new HubSpot deals reach stages
When this happensStep 1: New Deal in Stage
Then do thisStep 2: Create an Agreement From a Template
When building a fast paced sales team, don't allow your sales process to lose momentum just because you need routine documents such as simple sales agreements, NDAs, or other disclaimers. This integration automatically populates agreement information in Monax whenever a HubSpot deal reaches a specific stage, streamlining your workflow and reducing mistakes in the creation of legal documents.