Templates / Finance Ops / Sync Hubspot deals to Ironclad contracts

Sync Hubspot deals to Ironclad contracts

Overview

This workflow synchronizes the Hubspot Deals with Ironclad contracts.

It is triggered when a deal is either created or updated in Hubspot. If the deal is in the Contract Sent stage, the workflow will create an Ironclad Workflow and send out a contract.

This allows the deal to be fully managed within Hubspot and saves the time of manually updating a similar contract in Ironclad.

It is designed to work in conjunction with the Ironclad Sync Status Changes to Hubspot Deal Template or as a stand-alone unidirectional workflow.

Connectors Used

The following connectors are used in this template. This is provided for reference only - there is no need to read through the linked connector pages, as all you need to know for this template is explained here:

End Result

The image below shows a Deal in Hubspot synced with the Contract in Ironclad:

end-results

Prerequisites

This workflow assumes the following:

  • You can Authenticate with Hubspot.

  • You can Authenticate with Ironclad.

Getting Live

In order to configure this workflow for use, simply:

Workflow logic

The overall logic of the workflow is:

  1. The trigger waits for Hubspot to notify Tray of a Deal creation or updates.

  2. Tray then collects Deal information from Hubspot using the Deal's objectID.

  3. The workflow determines whether the Hubspot Deal is in Contract Sent Stage.

    • If yes then a new workflow is created in Ironclad using the Hubspot Deal details.

    • If no then then no action is taken and the workflow terminates.

complete-wf

Implementation notes

The Check if Deal Stage sent step uses a boolean check to verify if the Hubspot Deal is in Contract Sent state and the Ironclad Workflow ID field received through the Get Deal Details step is null.

If both the checks satisfy, the workflow creates an Ironclad contract using the Hubspot Deal Details.

If the checks do not satisfy, the workflow terminates without any action.

check-if-deal-stage-sent