Sync Ironclad contracts to HubSpot deals
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
This workflow synchronizes Ironclad contracts with HubSpot Deals.
It is triggered by any action performed on an Ironclad contract. Based on the Ironclad contract's step, a stage for a HubSpot deal will be updated.
This allows the contract to be fully managed within Ironclad and saves the time of manually updating a similar deal in HubSpot.
It is designed to work in conjunction with the Sync HubSpot deals to Ironclad contracts or as a stand-alone unidirectional workflow.
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:
The image below shows a Contract in Ironclad synced with the Deal in HubSpot:
This workflow assumes the following:
You can authenticate with Ironclad and have Admin Access
You can authenticate with HubSpot
In order to configure this workflow for use:
The trigger waits for Ironclad to notify Tray of any action performed on an Ironclad contract.
Tray then collects Contract information from Ironclad using the Workflow ID.
It then searches for a deal in HubSpot using the mapped Ironclad Workflow ID.
The workflow uses a boolean check to determine if the event that triggered the workflow is equal to workflow_updated.
If yes then workflow using two different boolean checks determines if the contract is in sign or completed step. If it is in sign step, then the deal stage in HubSpot is updated to contractsent. If it is in completed step, then the deal stage in HubSpot is updated to closedwon along with the closed date as today's date.
If no, then no action is taken, and the workflow terminates.
Check if step = signCopy
The Check if step = sign step uses a boolean check to verify if the Ironclad Contract is in the sign step.
If the check satisfies, the workflow updates the HubSpot Deal stage to
Check if step = completedCopy
The Check if step = completed step uses a boolean check to verify if the Ironclad Contract is in the completed step.
If the check satisfies, the workflow updates the HubSpot's Deal stage to
closedwon along with the Closed date to today's date.