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Set up your first integration
Quickly connect HubSpot to Ironclad with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Ironclad - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Delete Record" in Ironclad.
You’re connected!
Zapier seamlessly connects HubSpot and Ironclad, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Ironclad
Keep track of contract workflows for new companies
When a new company is added in HubSpot, Zapier automatically creates a new workflow in Ironclad. This ensures project managers have immediate visibility on contracts and tasks required, reducing errors and boosting efficiency.
Project ManagementStreamline deal-to-contract process
When a new deal is created in HubSpot, Zapier launches a workflow in Ironclad. This automation ensures no time is wasted in initiating contract creation once a deal is in play, accelerating the sales cycle.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Ironclad integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Ironclad
How do I trigger an action in Ironclad when a contact is created in HubSpot?
You can set up a trigger in HubSpot that activates whenever a new contact is created. This trigger can initiate a corresponding action in Ironclad, such as generating a new contract or updating contract details related to the new contact.
Can I update an existing contract in Ironclad based on changes made in HubSpot?
Yes, it's possible to configure a workflow where updates to specific fields within HubSpot can prompt changes to existing contracts in Ironclad. This may involve updating terms, parties involved, or other critical information associated with the contract.
Is it possible to automate contract creation in Ironclad from deals closed in HubSpot?
When a deal is marked as 'Closed Won' in HubSpot, you can automate the creation of contracts within Ironclad. This ensures that all deal-related details are accurately reflected and that no time is lost transitioning from sales closure to legal documentation.
How does Ironclad handle document version control with information coming from HubSpot?
Ironclad automatically manages versions of any document it creates or modifies. If multiple updates originate from actions taken within HubSpot, each change is archived with version control to maintain document integrity and history.
What happens if there’s an error during data transfer between HubSpot and Ironclad?
In cases where errors occur during data transfer, our system will log these issues and provide alerts for manual review and correction. Users can review logs to understand what went wrong and retry the failed operations once problems are resolved.
Are there customization options available for workflows involving both HubSpot and Ironclad?
Yes, we provide extensive customization options for creating specific workflows that align with your business processes. You can set detailed rules and sequences for how triggers from HubSpot influence actions within Ironclad.
Can I track who initiates changes from HubSpot into Ironclad?
Both platforms log user activities so you can track which team member initiated or modified items that led to changes within Ironclad from actions started on HubSpot. This helps maintain accountability and transparency across teams.
