How to create sales contracts from HubSpot CRM using Zapier and Plumsail Documents

Let us say you want to create sales documents based on Hubspot deals and send them to your clients for e-singing. In this article, we’ll show how to create sales contracts from new HubSpot deals and send them to DocuSign for e-signing.

We need to work with 3 platforms for this

  • Create a deal in HubSpot.

  • Create a process in Plumsail Documents to generate a sales contract from DOCX template.

  • Create a Zapier flow that starts this contract generation process when a new deal is placed in HubSpot.

Let’s check all 3 steps.

Creating a HubSpot deal

HubSpot is a CRM system that provides a full platform to work with sales, marketing, and customer support areas.

This is how creating a deal looks in the HubSpot interface

Create HubSpot deal

We fill the required fields and save the deal. After that, it could be found in the Deals section of the platform. You can change or add some details to it, change the state or close it.

HubSpot deals interface

Once we create a deal we can go further and configure a Plumsail process.

Configure a Plumsail Process

Sign in to Plumsail account and go to Documents -> Processes.

Documents interface

Click Add process, name the process, select DOCX template type and click Next

Create process hubspot

In the next step, we need to configure a template. We can either compose the template from scratch or upload a pre-made one.

Note

You can upload your template using Upload button or just drag and drop a file to the editor’s window.

I prepared a sales contract template and uploaded it to the Editor. You can download my template here .

Create process hubspot

Click Save & Next. There are some settings in the next step

Create process hubspot

Now I need to select a delivery. I’ll take DocuSign delivery:

Create process hubspot

Ok, the process is done and now it can be used in the Zapier flow. Let’s move to the next step.

Create a Zapier flow

Zapier connects with many services. Our Zap will be connected with two services: HubSpot and Plumsail Documents.

Let’s make a new Zap.

Zapier home interface

Name this Zap, connect it with HubSpot and select this trigger New deal. The flow will start when a new deal is placed in the HubSpot CRM.

Zapier flow

Select your HubSpot account in the next step

Zapier flow

Set up the trigger, specify the fields you want to retrive from the HubSpot deal. I use the default ones.

Zapier flow

In the next step you can test the trigger and select an available deal.

Zapier flow Zapier flow

Now I need to connect the flow with Plumsail Documents to transfer the deal’s data to the DOCX template.

Zapier flow Zapier flow

Select you Documents account

Zapier flow

We select the process created previously

Zapier flow

And select values from the HubSpot trigger to fill the template fields

Zapier flow

Eventually we can turn the Zap on and it will shoot whenever a new deal is placed in the HubSpot CRM.

Zapier flow

Conclusion

You can automate any document generation by combining Zapier, HubSpot, and Plumsail Documents. We checked a simple example in the article, but there are a lot more options and possibilities available with these products.