Contents 🚀
Introduction 👋
Connecting HubSpot with Juro can help your Sales and Operations teams to save time by automatically populating commercial information directly into Juro contracts from HubSpot.
Setting up the connection ⛓️
💡 NOTE: To set up the integration, you’ll need to be a Juro Org Admin and have App Marketplace access in HubSpot that lets you install Marketplace apps and manage their settings.
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To connect Juro with HubSpot:
1. In Juro, go to Settings and then Integrations.
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2. Click on the HubSpot panel: if this says Get in touch, please reach out to the Juro Support Team by clicking the Intercom icon in the bottom-right-hand corner of this page, as we will need to enable HubSpot for your Juro environment.
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3. Once HubSpot has been enabled, click connect and enter your HubSpot credentials.
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4. Check that the Juro Card is now available in HubSpot. To do this, go to any Deal, Company or Contact record on HubSpot: you should see a Juro Card in the panel on the right
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Configuring your Juro template for HubSpot 🏗️
Now that you've connected Juro and HubSpot, the next step is to ensure that your default Juro template meets the below requirements:
The template's internal Form is configured to reflect the fields you would like to review at the point of document creation in HubSpot.
The template has a simple link signatory for Signing Side #2 so that it can be automatically pre-populated from HubSpot.
You can learn more about setting up a simple link on your template here.
The template has a table with header titles for any table you'd like to dynamically map. Empty rows are not needed: Juro will dynamically create rows for as many line items as there are in HubSpot.
Default template fields that are automatically mapped in HubSpot 🔘
Juro's native integration has some default fields already mapped to the Deal/Company/Contact HubSpot properties respectively.
This data will populate based on whether you created the document from the Deal, Company or Contact as below:
Juro field | Created from Deal | Created from Company | Created from Contact |
Document name | Deal primary company (if empty, Deal name will be used instead) | Company name | Contact First + Last name |
Signing side #2 | Deal primary company (if empty, Deal name will be used instead) | Company name | Contact First + Last name |
Signing side #2 signatory email | Deal contact email* (if empty, the end user will be prompted via the Q&A flow) | Company contact email* | Contact Email(primary)* |
*Pre-populated only if the template has a Simple link for the Signing side #2 signatory.
If there are multiple contacts, the first will be chosen; if empty, the simple link will remain on the document.
Mapping additional fields to HubSpot properties 🗺️
All additional fields can be mapped to Deal, Company and Contact fields within the Juro UI. To do this:
1. Go to the Hubspot panel in the Integrations tab of your Settings and select Edit mapping.
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2. Then, Select the template and match each smartfield to the HubSpot property that you'd like to map the data to. |
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Mapping Juro tables to HubSpot line items 🧩
Tables can be dynamically within the Juro UI. To do this:
1. Go to the Hubspot panel in the Integrations tab of your Settings, select Edit mapping and then Tables.
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2. Each Juro column can be mapped to a HubSpot property, Juro will read how many line items are present and automatically populate the correct number of rows.
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💡 NOTE: Table mapping was released on 17/12/22. If you connected HubSpot prior to this date, disconnect and reconnect your HubSpot account for this new option to show.
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Creating a document from HubSpot 🌐
To create a new document within your HubSpot Deal, Company or Contact:
1. Click on New Document in the right-hand panel within the Juro Card: you will be asked to select a template: if multiple teams are connected to Juro, you will also be asked which team you would like to create the document in.
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2. The template's internal Form (if set in the Juro template) will now show for you to populate any missing data and/or review the mapped data: you can navigate to the template in the Juro UI and amend this Q&A flow as needed.
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3. The template's internal Form (if set in the Juro template) will now show for you to populate any missing data and/or review the mapped data: you can navigate to the template in the Juro UI and amend this Q&A flow as needed.
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The Juro Card will now show this document alongside the creation date, owner and status. The status will automatically update to reflect the stage the contract is in (Draft, Approval or Signing). It's also possible to send the contract for approval and for signature upon creation in HubSpot.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀 |