+ Contractzy

Your sales team already uses HubSpot to manage deals—now, supercharge it with Contractzy’s AI-powered contract management software. With this integration, you can generate, track, and finalize contracts directly within HubSpot, ensuring error-free, compliant, and streamlined contract workflows.

Why Integrate Contractzy with HubSpot?

• Speed up deal closures – Generate contracts in just a few clicks with auto-filled HubSpot data, reducing manual work and accelerating the sales process
• Eliminate contract errors – Ensure 100% accuracy by automatically pulling deal-specific information from HubSpot to create legally compliant contracts
• No more tool switching – Manage your entire contract lifecycle—from creation to e-signing—within HubSpot, saving time and reducing inefficiencies
• Real-time visibility – Get a single source of truth for all contracts linked to deals, track progress, and access reports for compliance and audits

Key Features of the Contractzy + HubSpot Integration

1. One-Click Contract Creation from HubSpot Deals

• Instantly generate contracts using HubSpot data—no manual entry needed
• Use pre-approved contract templates to maintain compliance and consistency
• Auto-populate fields like client details, pricing, terms, and conditions for fast, error-free contract generation

2. Smart Contract Management & Tracking

• Keep contracts linked to HubSpot deals, contacts, and companies for easy reference
• Every version update syncs automatically, ensuring real-time accuracy across platforms
• Track contract progress without leaving HubSpot, from draft to approval to e-signature

3. Enforce Compliance & Standardization

• Set predefined approval conditions—contracts won’t proceed unless all criteria are met
• Prevent unauthorized contract modifications with version control & approval routing
• Ensure contracts are aligned with organizational policies and sales workflows

4. Request Approvals & E-Signatures Within HubSpot

• Send contracts for internal approval or client review directly from HubSpot
• Use automated reminders and notifications to speed up the signing process
• Get contracts e-signed in seconds without switching tools—secure, legally binding, and compliant

5. Gain Full Visibility with Real-Time Insights & Reports

• View all contract-related activities from within HubSpot, ensuring transparency
• Generate detailed reports on contract history, expiration dates, and key milestones
• Access audit-ready contract records in one centralized location