HubSpot Integration

Keep contracts and deals moving in the same direction

Connect CLMS 360 to HubSpot so contract status, values, and signatures stay in sync with every deal — no exports, no re-keying, no lag between legal and sales.

Product screenshot
Deal card with synced CLMS 360 contract panel · 1200×900px · PNG/WebP
Why connect them

Sales closes the deal. Legal doesn't lose the thread

Once HubSpot and CLMS 360 are linked, the deal record and the contract record describe the same reality — automatically.

No manual status updates

When a contract moves to review, signature, or execution in CLMS 360, the linked HubSpot deal stage updates with it.

Fewer drafting errors

Deal and company properties from HubSpot populate contract templates directly, so terms match what sales actually agreed to.

One place to check contract risk

Reps see contract status, redlines, and signature progress on the deal card without leaving HubSpot.

Revenue reporting that matches reality

Signed contract values write back to the deal, so pipeline and closed-won reporting reflect the executed terms.

Full audit trail

Every sync event, field update, and signature is logged to the HubSpot timeline for that contact and company.

Admin-controlled field mapping

Choose exactly which HubSpot and CLMS 360 fields sync, in which direction, without engineering involvement.

Setup

Live in three steps

Connect once with OAuth, choose your field mapping, and the sync runs in the background from then on.

Sync setup diagram
Authorize → Map fields → Sync, as a HubSpot flow · 1000×625px · SVG/PNG
  1. Authorize the connection

    An admin signs in to HubSpot from CLMS 360 settings and grants access. No API keys to generate or store.

  2. Map your fields

    Match HubSpot deal and company properties to CLMS 360 contract fields, and set the sync direction for each one.

  3. Turn on sync

    New and existing deals start syncing immediately. Reps see contract activity on the deal card right away.

Field mapping

What syncs, and which way

A sample of the default field mapping — every field is editable during setup.

HubSpot field CLMS 360 field Direction Status
Deal stagecontract.statusCLMS → HubSpotLive
Deal amountcontract.contract_valueCLMS → HubSpotLive
Company namecontract.counterpartyHubSpot → CLMSLive
Deal ownercontract.ownerHubSpot → CLMSLive
Close datecontract.expiration_dateHubSpot → CLMSLive
Timeline activitycontract.signature_eventCLMS → HubSpotLive
Common questions

HubSpot integration, answered

Do I need a specific HubSpot plan for this integration?

The core deal-sync integration works on HubSpot Professional and Enterprise. Some advanced field mapping options require Sales Hub Enterprise.

Does this require developer or API work to set up?

No. Connection is handled through OAuth from the CLMS 360 settings page, and field mapping is configured through a visual editor. No API keys or custom code required.

What happens to existing deals when we turn on sync?

Existing open deals are matched to their linked contracts where a relationship already exists, and begin syncing immediately. You can also backfill historical deals manually.

Can we control which fields sync, and in which direction?

Yes. Every field mapping is configured individually, including direction (one-way or two-way), and can be changed at any time by a CLMS 360 admin.

Is contract data visible inside HubSpot?

Yes. Contract status, value, and signature events appear on the HubSpot deal card and in the contact/company timeline, so reps don't need to open CLMS 360 to check progress.

Ready to take control of your contracts?

Join enterprise legal, procurement, and sales teams running their entire contract lifecycle on CLMS 360.