Set up data fields and two-way syncing

Sync HubSpot properties to data fields inside a Oneflow document. Whenever you create a contract, the data you have synced will be automatically transferred to the Oneflow document. If any information is changed within the document, the HubSpot field will be automatically updated if you have enabled our two-way sync.

Create a contract template with HubSpot products

Create a Oneflow template that includes product tables in order to automatically sync HubSpot line items, including description, quantities, pricing, and discounts, into a new contract. You can also categorize line items into multiple product tables inside the Oneflow document based on line item properties.

Create and send a Oneflow document (contract)

Create a Oneflow contract directly from a new or existing deal, a contact, or a company by using the Oneflow contract card widget. Choose which workspace, templates, and contacts you want to be included in the document and seamlessly add attachments.

Sync your sales pipeline to contract stage (for Admins)

Automatically manage deal stages in your pipelines by mapping it to the status of your contract. As soon as you create, send, or sign a contract the deal will automatically move to the new stage in your pipeline.

Workflows: Create and send a contract when a trigger condition is met

Add Oneflow’s Create contract and Send contract actions to a workflow trigger of your choice to automate contract creation and sending. The workflow will run whenever a specific trigger condition is met in HubSpot, for instance, when a deal moves from one stage of the pipeline to another.