Automatically trigger the creation of a contract (quote, sales agreement, etc.) in Tomorro when your HubSpot deal reaches a specific stage.
HubSpot deal properties and line items can automatically populate contract fields and generate a quote.
HubSpot integration overview
The HubSpot integration lets you:
Deploy the configuration once, by an Administrator, for the entire sales team.
Automatically generate a Tomorro contract based on the HubSpot deal stage you define (e.g., Closed Won).
Pre-fill contracts thanks to the mapping between:
HubSpot deal properties, and
Tomorro Smart fields
Trigger automations in Tomorro based on fields (e.g., automatically add clauses based on specific criteria).
Generate quotes by mapping HubSpot line items to Tomorro dynamic tables.
Give sales reps visibility in HubSpot via:
a “Tomorro contract URL” property (open the contract in 1 click)
a “Tomorro contract status” property (track progress)
Example flow: quote/contract generation by a sales rep (HubSpot → Tomorro)
In HubSpot
The sales rep opens the deal and fills in the mandatory fields (e.g., address).
They add products/services to the deal.
They move the deal to the pipeline stage that triggers contract generation (e.g., Closed Won).
They refresh the deal page: the Tomorro contract URL is now available (created automatically).
They click this URL to open the contract in Tomorro.
In Tomorro
1. In Tomorro, they click “Prepare for signature”
2. Place the signature fields
3. Send the contract for signature
Status tracking (back in HubSpot)
Once the quote/contract is sent from Tomorro, the sales rep can track its status directly in HubSpot.
They also receive an email notification when the contract is signed.
Before setting up the integration
Prepare the contract in Tomorro
Create/verify the contract type (e.g., Quote, sales contract) that must be generated automatically, and configure:
The Smartfields to be completed from HubSpot (e.g., customer name, address, amount, etc.)
The dynamic tables + required smartfields needed to retrieve information from line items (e.g., product name, unit price, discount, billing frequency, etc.)
Prepare deal properties in HubSpot
Make mandatory the properties your sales team must fill in before moving the deal to the stage that triggers generation. Make sure they are visible on the deal record.
Also display the following Tomorro properties on the deal record so the sales team can see them everywhere:
Tomorro contract URL
Tomorro contract status
Prepare line items in HubSpot
Add your products/services to the HubSpot product library so sales reps can easily select them in deals.
Integration setup
These steps only need to be completed once by an Administrator.
After that, users only need a Tomorro account and a HubSpot account to use the integration.
1. Enable the integration in Tomorro from Tomorro’s Integrations page
2. Name the integration
3. Authenticate Tomorro with HubSpot
4. Select the Tomorro contract type to generate automatically
5. Choose the language for the selected contract type
6. Select your pipeline
7. Choose the HubSpot deal stage (e.g., Closed Won) that triggers contract generation
8. Map Tomorro Smartfields to HubSpot deal properties (based on the selected contract template)
After configuration
In Tomorro, invite all HubSpot users who will need to create/view contracts from their deals.
From the Tomorro integration page, you can invite all users who don’t have a Tomorro account yet by clicking the Invite members button.
Communicate internally about:
The HubSpot stage that triggers automatic contract creation
The two HubSpot properties to know: Tomorro contract status (track progress) and Tomorro contract URL (open the contract in 1 click)
The Tomorro-side process: review, add signature fields, then send for signature to the counterparty.