Create and sign contracts in HubSpot
Integrate your contract workflow with HubSpot. Let your sales team send and sign compliant contracts created from your latest templates, all within the CRM system.
- Close deals faster
- Minimise risk of error
- Collaborate with control
Close deals faster
Precisely’s HubSpot integration lets your sales team create contracts independently directly from your CRM tool. Contract signing through HubSpot has never been easier. With preset approval workflows in place, business suffers no bottlenecks.
- Enable self-serve sales contracts
- Ensure compliance with preset structures
Minimise risk of error
Save time by inputting data in just one system. The integration automatically syncs Precisely and HubSpot. This means the data in your document management is always accurate in both places and sales contracts are compliant by default.
- Enable sales to use the system they love
- Ensure accuracy with automatic two-way sync
Collaborate with control
Integrate Precisely with your CRM for seamless end-to-end contract and document management. Enable all parts of your organisation to collaborate throughout your contract workflows, so sales can keep moving while you ensure legal stays in control.
We automate repetitive workflows as much as possible and save loads of time for both our employees and customers. It really feels like Precisely is not a supplier, but a partner for Adverity.
In addition to HubSpot, our CLM platform connects with major software to enable a seamless contract workflow management for you.
- 16 e-signature options
Trusted by legal, used by whole organisations
How to install the integration?
As a current user of Precisely, you can install the integration with the help of our Customer Success team.
You can book a brief meeting with our talented specialists below.Learn more about this