Before configuring the integration
Prepare the contract on the Tomorro side
Create or check the contract type (e.g., quote, commercial contract) that should be generated, and configure:
The smart fields to be filled from HubSpot (e.g., client name, address, amount, etc.)
The dynamic tables used to pull information from product line items (e.g., product name, unit price, discount, billing frequency, etc.)
Prepare the properties on the HubSpot side
Make mandatory the properties that the sales team must fill in before moving to the stage that triggers generation. Make sure they are visible on the deal.
Also display the following Tomorro properties on the deal, so the sales team can easily access them:
Tomorro contract URL
Tomorro contract status
Optional: Tomorro contract language (default contract generation language)
Configuring the integration
These steps only need to be carried out once, by an administrator.
After that, users simply need a Tomorro account and a HubSpot account to use the integration.
Do not close the window before clicking Finish: the authentication will be kept, but the rest of the configuration (pipeline, mapping) will be lost.
1. Go to My account > Integrations > HubSpot
2. Click Connect HubSpot
3. Name the instance and choose the trigger mode you want (Automatic or Manual)
4. Log in to your HubSpot environment
5. Select the Tomorro template
6. Select the default contract generation language
Note: a Tomorro contract language field, displayable in HubSpot, lets users change the generation language on a case-by-case basis.
7. Select the pipeline and deal stage that triggers contract generation
Optional if you only use manual generation
8. Map Tomorro and HubSpot fields
Recommendation: start with the mandatory fields
9. Map Tomorro and HubSpot Line Items (optional)
Configuring the manual trigger
Configuring the manual trigger
(Optional — only if you use manual triggering)
Create a workflow
1. Go to Automations → Workflows
2. Create a workflow from scratch
3. Select the Manual trigger option
4. Select the Deal trigger, then click Save.
5. Scroll down to Connected apps, click Send to Tray.io (EU), then click Save.
6. Click Review and publish, then Turn on workflow.
7. Check the global workflow settings
Step 1 (see below)
Steps 2, 3, 4: no specific configuration
8. Save
9. Rename the workflow as you wish. This name will be visible to users (it becomes the button name). Suggestions:
"Tomorro manual creation"
"Create a contract"
…
Add a dynamic action button
1. On the HubSpot deal, click Settings
2. Click Record customization, then Default view
3. In Add a card, create a new card in the right-hand panel of your deal view
4. Select Enroll in workflow
5. Click Add a workflow, select the button created in the previous step (e.g., "Tomorro manual creation"), then click Save
6. Save and exit the new deal record page.
Your users can now click your quick action button to create a contract!
Special cases and configuration tips
Special case: Picklist fields
In the field mapping, it's important to check the INTERNAL NAME in HubSpot. If your Tomorro field naming doesn't match, you can use the feature below (accessible from each field) to align the values.
Example:
Special case: Checkbox fields
The same applies to checkbox fields (not configurable in Tomorro): they generally return true / false.
Tip: What to prepare on the Tomorro side
Finalize the contract template before launch and avoid editing it afterwards (or do so only after measuring the impact).
List all variable fields in the template and note their type (text, number, date, picklist, etc.).
Note: the Counterparty name field and any fields marked as
[REQUIRED]are mandatory.
Tomorro field type | HubSpot property type |
Text | Text |
Number | Number |
Date | Date |
Single picklist | Single picklist / Checkbox |
Multi picklist | Multi picklist |
Key rule: types must be strictly compatible on both sides. A Tomorro picklist field mapped to a HubSpot text field will not work.
Additional information
Signatories
V1 of the integration does not support automatically mapping signatories from HubSpot. Signatories must be added manually in Tomorro after the contract is generated.
Synchronization
V1 of the integration does not sync fields edited in Tomorro back to HubSpot. Synchronization is one-way: HubSpot → Tomorro only.
Maintenance
Heads up: adding a value to a HubSpot picklist must be mirrored in the corresponding Tomorro values, and vice versa.
After configuration
Invite into Tomorro all HubSpot users who will need to create or view contracts from their deals.
From Tomorro's Integrations page, you can invite anyone who doesn't yet have a Tomorro account 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)
Tomorro contract URL (open the contract in 1 click)
The Tomorro-side process: review, add signature zones, then send for signature to the counterparty.