Our latest webinar featured a live demo of the MATIC Ironclad Connector for Hubspot integration, showcasing how sales and legal teams can work together seamlessly. The demo highlighted the integration’s ability to maintain data consistency while allowing teams to work in their preferred environments.
Key takeaways:
- Sales teams stay in their native HubSpot environment. Sales representatives can initiate and track contracts directly from HubSpot deal records, eliminating the need to switch between systems. The integration provides real-time visibility into contract status and history without leaving HubSpot.
- Smart merge technology enables parallel workflows. While legal teams handle redlining in Ironclad, sales teams can update commercial terms in HubSpot. The integration’s smart merge feature seamlessly combines these changes, eliminating the need to restart the contract process.
- Flexible contract workflows support multiple scenarios. From NDAs to complex sales orders, the integration supports multiple contract types and workflows. All signed documents automatically populate in both systems, providing a comprehensive 360-degree view at the company level.
- Data consistency is maintained across platforms. The integration ensures that contract data remains consistent between HubSpot and Ironclad, with the ability to lock fields and establish prerequisites. This creates a single source of truth while allowing teams to work in their preferred environment.
Ironclad is not a law firm, and this post does not constitute or contain legal advice. To evaluate the accuracy, sufficiency, or reliability of the ideas and guidance reflected here, or the applicability of these materials to your business, you should consult with a licensed attorney. Use of and access to any of the resources contained within Ironclad’s site do not create an attorney-client relationship between the user and Ironclad.
