1.Monitors contract edited events
Integrate Juro and contract management tools to catch contract events and pull reference and signing metadata.
Update CRM deal and company after signed contract
Automatically monitor contract edited and signing events across Juro and HubSpot. Create and update when contract signing completes or contract effective date set or contract template version changesβso you can update deals, update companies, and open review tickets without manual data entry.
How this automation protects signed agreement records
When contract completion requires manual CRM updates, delays can create inaccurate deal and company records. This automation catches contract signing events and updates HubSpot deal and company data and creates a fallback ticketβso your team can keep signed information correct.
Juroor swap with your favorite app
2.Filters signed and linked contracts
Integrate Zapier filters and routing rules to continue only when a company exists and status is fully signed.
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3.Updates CRM deal signing fields
Integrate HubSpot and CRM mapping tools to set the signed flag, effective date, and agreement link.
HubSpotor swap with your favorite app
4.Updates CRM company agreement details
Integrate HubSpot and CRM attachment tools to set agreement owner, add contract metadata, and attach contract link.
5.Creates fallback review ticket
Integrate HubSpot and ticketing systems to create a support ticket for unrecognized template and contract details.
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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