Need reminder :
💡 I want to create a draft contract in Tomorro ...
... immediately after the deal stage status is updated in Hubspot.
The data synchronised is list from Hubspot to Tomorro
Setup
Setup
Step 1 : Create a new scenario on Zapier
Step 1 : Create a new scenario on Zapier
Link for the integration: https://zapier.com/apps/hubspot/integrations/tomorro
Step 2 : Hubspot’s setup on Zapier
Step 2 : Hubspot’s setup on Zapier
Setup tab: Choose the trigger event that is triggering the automation & connect your account
Configure tab: Select the deal pipeline you want to trigger the event from & the stage the automation will begin
Pro tips : Hubspot will transfer a few information about the deal but not all of them, you can add the data you want to communicate into Tomorro at the bottom of the tab.
Test tab: Test it to receive data and check sources
Step 3 : Tomorro’s setup on Zapier
Step 3 : Tomorro’s setup on Zapier
Setup tab: Choose the action event of the the automation & connect your account
Configure tab: Complete the Tomorro’s smart fields by mapping (or not) Hubspot data.
Pro tips :
You can sync data from Hubspot to Tomorro by using the + button
Do not forget to complete Tomorro’s mandatory smart fields (red star)
You’ll see here only Tomorro’s template mandatory fields and the ones include in the document assigned to your side → Put them mandatory if you want to see them.
Test tab: Test it to receive data and check sources
Step 4 : Save & Test
Step 4 : Save & Test
🚨 DO NOT FORGET TO SAVE & SELECT “Publish” !
My contract is created on Tomorro:
Results
Results