You can access the Hubspot integration under Contracts>Add Contract
You can also access the Hubspot integration through the Accounting>Integrations page:
Clicking on the Hubspot logo will take you to the Hubspot Deals page. Before you can fetch recent deal signings fro Hubspot, you first need to connect to Hubspot to get an access token. This token provides access for a period of time (typically 30 mins).
Once you click the refresh token the Hubspot connector will open.
Sign into your Hubspot account and approve the connection with defrr.
Within the line items of the deal you can also specify the Billing Frequency, Term, and add a customer Billing Start Date. These items will come through as part of the deal details.
Go back to the Hubspot Integration page and click 'Fetch Deals' to receive the latest deals.
The deals will show, and then simply click the 'Convert to Contract' button alongside each deal!
