Overview of the integration
Set up: quick and easy one-time configuration by administrators for the entire Sales team.
Manual contract generation: contracts are created once Sales clicks on the button “Create contract”.
Field mapping for automation: map HubSpot deal properties with Tomorro smart fields to pre-fill contracts and trigger conditions (e.g. adding specific clauses based on smart field criteria).
Line item mapping for quote generation: map HubSpot line items with Tomorro dynamic tables to generate quotes.
Sales visibility (link + status): Tomorro contract status is displayed on the HubSpot deal. With the "contract URL" field, Sales can open the contract with one click to access the latest version on Tomorro.
Intended flow - example quote generation
Sales fills in the required deal properties (e.g. address)
Sales adds line items to the deal (e.g. product 1, service 1)
Sales clicks the HubSpot quick action with a custom name (e.g. “Create contract”). This triggers contract generation in Tomorro.
Sales refreshes deal page and clicks on URL that was created
Sales clicks on “Prepare for Signature” on Tomorro to add signatory zones and to send the contract for signature
Once the quote has been sent via Tomorro, Sales can review the contract status via the HubSpot deal. Sales will also be notified via e-mail once the contract is signed
Before the set up
Prepare your contract type on Tomorro (e.g. Quote, Commercial contract) that will be created based on HubSpot data
Set up all relevant smart fields on the template that should be filled by HubSpot deal properties (e.g. Customer name, address, amount etc.)
Set up dynamic tables and smart fields on the template that should be filled by HubSpot line items (e.g. product name, unit price, unit discount, billing frequency etc.)
Prepare your HubSpot deal properties
Edit deal properties to make fields that Sales must fill mandatory before advancing to the contract stage that triggers generation. Ensure these properties are visible on the deal
Display Tomorro deal properties on the deal, so that Sales see them on all their deals :
Tomorro contract URL
Tomorro contract status
Prepare your HubSpot line items
Create your products in the HubSpot product library, so that Sales can just select.
Set up on Tomorro
Name integration
Choose “Manual” trigger for the contract generation
Authenticate Tomorro with HubSpot
Choose the contract type that should be used to trigger the contract generation
Choose the language of the contract type that should be used
Choose the pipeline (e.g. Sales pipeline)
Perform the mapping between Tomorro smart fields and HubSpot deal properties based on the template that you selected
Set up on HubSpot (1) - Create workflow
Set up on HubSpot (1) - Create workflow
Go to Automations → Workflows
Create workflow “From scratch”
Select the option Trigger manually
Select the trigger Deal
Scroll to integrated Apps and click on Send to Tray.io (EU) and click on Save
Click on Review and turn on and Turn on workflow
Set up on HubSpot (2) - Add dynamic action button
Set up on HubSpot (2) - Add dynamic action button
In the HubSpot deal view, click Settings
Then click on Record customization and Default view
Via Add card create a new card on the right panel of your deal view
Select Enroll in Workflow
Then go to Add workflow and select Tray Custom action trigger and save
Save and exit the new deal record page
🎉 Your Sales colleagues can now click your quick action button.
