Hubspot Integration

Does your sales team use HubSpot for deals and pipeline, but closing contracts takes longer than necessary? ContractHero turns HubSpot deals into controllable contracts. No more copy-pasting.

Deal data is automatically transferred and the contract status remains traceable in HubSpot at all times.

Hundreds of leading companies manage their contracts with ContractHero

The challenge

Duplicate data maintenance after closing the deal

Many companies manage their pipeline in a structured way in HubSpot, but as soon as a contract needs to be created, a manual process often begins outside of the CRM. Deal and contact data are copied, documents are created separately and stored in folders or mailboxes.

This results in duplicate data maintenance, unclear contract status for sales and management, and a lack of transparency regarding deadlines, renewals, and obligations, including time lost due to manual creation and subsequent contract searches.

Contract creation directly from HubSpot

The HubSpot integration connects your contacts directly to the contract process in ContractHero. This allows teams to initiate, manage, and track contracts without duplicating data entry and without losing context in HubSpot. Status and deadlines remain transparent so that nothing gets lost in emails, folders, or versions after the process has started.

How it works in practice

Contact → Start contract:
Initiate the contractdirectly from the HubSpot contact.
Automatically transfer data:
Contact details and relevant master data are automatically transferred.
Sign contracts cleanly:
Create, review, and sign using approved templates.
Track status and deadlines:
View contract progressin HubSpot, manage deadlines and renewals centrally in ContractHero.
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How does HubSpot integrate with ContractHero?

In the video, you can see how contract processes are initiated directly from HubSpot. Data is automatically transferred and the status remains transparent.

What exactly can you expect?

Speed up the process

Faster contract conclusion, as no manual creation or filing is necessary

Reduce errors

Fewer errors because deals and contact details do not have to be entered twice

Track status

Better controllability in sales, because the status remains traceable in the HubSpot deal

Simplify handover

Seamless handover in ContractHero, because e-signatures and contract management start directly in the right system.

What our customers say

In the past, searching for contracts took 10 to 15 minutes – today, we can find everything in a matter of seconds. With ContractHero, we save time every day, meet ISO requirements, and have full control over our contract management.

Maria Kruber
SVP/CFO at Wire

ContractHero takes our contract management to a whole new level: contracts become a real basis for decision-making. This has freed up liquidity and saved us over €100,000 in the first year .

Stefan Truthän
Managing Partner at hhpberlin

"Today, we know exactly which contracts are active, which deadlines are coming up, and where payments are due. This saves a lot of time and gives us peace of mind."

Daniel Fischer
Head of Finance at empact

ContractHero is user-friendly, efficient, and offers complete transparency. Without ContractHero, data would be difficult to find—this saves a considerable amount of time. It is particularly helpful in the financial sector for keeping track of costs and deadlines.

Ferdinand Neumann
Head of Finance & Controlling at DINA

Previously, our contracts were spread across various tools, which was confusing and time-consuming. With ContractHero, we have centralized everything, created clear structures, and accelerated processes tenfold. We can now find contracts in less than a minute.

Florian Bell
Managing Director at Natsana GmbH

With ContractHero, we save around 20% of the legal team's working time – through centralized storage, automated workflows, and structured deadline management. Our collaboration is more transparent, faster, and significantly more secure.

Lukas Berg
Legal Counsel at Schüttflix GmbH
Recommendations

Top rated on OMR Reviews, Trusted, G2, and others

Our customers value ContractHero for efficiency, reliability and first-class support.

A clear overview of your contracts in 30 minutes – live in the demo

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Frequently asked questions

Can I initiate contracts directly from a HubSpot contact?

Yes. You initiate the contract process directly at the contact and automatically transfer relevant data.

What is synchronized between HubSpot and ContractHero?

Contact details and selected properties are transferred, and contract progress remains traceable in the HubSpot environment.

Which HubSpot objects are supported in the standard version?

The standard version focuses on deal-based contract creation. Relevant deal and customer data can be transferred so that the contract process is started cleanly from the deal.

Can I specify which HubSpot fields are transferred (including custom properties)?

Yes. Standard fields and custom properties can be mapped so that ContractHero uses exactly the data you need.

How is contract progress visible in HubSpot?

The contract process is traceable in the HubSpot context, so there is no need to search for the current status outside the CRM. This supports control and follow-ups in sales.

Where can I view the contract status in HubSpot?

The status is made visible in the HubSpot context so that sales and stakeholders can quickly track progress and open steps.

How long does setup take, and who provides support?

Setup is usually quick and is accompanied by onboarding and support (field mapping, process, permissions).