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. Go to the Integrations section of AUTOMATIONS tab in the Juro workspace you'd like to connect the integration for and click the HubSpot panel.
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2. Once HubSpot has been enabled, click connect and enter your HubSpot credentials.
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3. 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'd like to review when creating a document in HubSpot.
The template has a Signature link signatory for Signing Side #2 so that it can be automatically pre-populated from HubSpot.
You can learn more about setting up a Signature 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 Signature link for the Signing side #2 signatory.
If there are multiple contacts, the first will be chosen; if empty, the Signature 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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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.
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Pushing data from HubSpot into Juro ➡️
You can push field and table data from HubSpot into Juro on demand at the click of a button.
1. With a contract created already from HubSpot into Juro, update any property or line item data in HubSpot which is mapped to a Juro template.
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2. Locate the Juro card in the HubSpot location (Deal, Company, Contact) and click Actions > Update Document which will push any updated data into the Juro contract.
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Setting up a two-way sync using Zapier 🔃
It's possible to set up a two-way sync between your Juro smartfields and HubSpot properties through Zapier by creating a multi-stage Zap. On the relevant template:
1. Click Unpublish and add an "Object ID" smartfield. Then, republish your template.
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2. Go to the Integrations tab in your Juro Settings, click the HubSpot panel and open the mapping section for your template.
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3. Link the Object ID Juro smartfield with your desired Record ID HubSpot property (Contact, Company or Deal etc).
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4. Open HubSpot and create a test contract to confirm that the information from the Record ID property has passed through to the Object ID smartfield.
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5. Go to Zapier, create a new zap and name it "Juro and HubSpot two-way sync". Then click Trigger and select Juro as your trigger.
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6. Select the event as a New Event for Contracts in Team, click Continue and connect your Juro account with this Zap.
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7. Grant Zapier access to your Juro account: to do this, click the API panel in the Integrations tab of your Juro Settings and click Generate API key.
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💡 NOTE: You must be a Juro Org Admin to complete this step.
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8. Go back to Zapier and paste the key into the field.
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9. Navigate to Trigger in Zapier, select the Team (this will be the workspace in your Juro Org) and select "Contract.edited" as the trigger. This means that this Zap will be triggered any time a contract has been edited.
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9. Go back to Juro and make edits to the contract you created from Hubspot. This will create events that Zapier will pick up when you test your newly configured trigger.
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10. Go back to Zapier, click Continue and test the trigger. Make sure that the test event which pulls through is a) from the test contract you created earlier and b) contains your "Object ID" field. You might need to click the "Find new records" button until the correct event pulls through.
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11. Select the + beneath the "New Event for Contracts in Team in Juro" box to create a filter. Select Filter by Zapier on this page.
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12. Under "Only continue if", select the field as "Contract template name", select the condition as (Text) Exactly matches and then input the exact name of the template (must be a like-for-like match) where it says "Enter text or insert data...". This will ensure this Zap only applies to this template only.
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13. Then for the Hubspot part, click Action, search for HubSpot and choose "Update Deal/Company/Contact" (Deal/Company/Contact is based on where you would like to push the data from Juro to HubSpot to).
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14. Click Account and connect your HubSpot account to this Zap.
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15. Under Action, make sure that the Object ID field is mapped to where it asks for the Object ID. This is so that the Zap knows where to push the data.
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16. You will then see a list of HubSpot fields, where you can then start mapping your Juro smartfields with HubSpot properties.
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17. Once you are happy that the required Juro smartfields are linked back to the appropriate Hubspot properties you can hit "Publish" in the top right-hand corner of your Zapier page.
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💁♀️ 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 🚀 |