HubSpot - Integration Enhancement
Product Area:
Custom Integrations
Impact of Change:
Quality of Life Improvement
Roles Impacted:
All users accessing HubSpot
What was the problem?
After a contract was executed on SpotDraft, users had to visit the SpotDraft platform to view the executed contract, which required them to have SpotDraft licenses—something the sales team wasn’t a fan of.
Solution:
Now, we directly upload the executed copy as an attachment to the "HubSpot Attachments" section, allowing users to view and download it directly from within HubSpot.
How to Enable: Please reach out to your CS for setting this up or you can use Setup Guide