> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/hubspot/sync-hubspot-deals-and-approving-contracts-in-rillet.md).

# Sync HubSpot Deals and Approving Contracts in Rillet

HubSpot deals sync into **Rillet** as contracts once marked **Closed Won**. Synced contracts carry a **Pending Approval** status and have no impact on financial statements or metrics until they are approved.

### HubSpot to Rillet Field Mapping

The integration maps HubSpot records to Rillet as follows:

| HubSpot    | Rillet                                                               |
| ---------- | -------------------------------------------------------------------- |
| Companies  | [**Customers**](https://app.rillet.io/accounts-receivable/customers) |
| Products   | [**Products**](https://app.rillet.io/accounts-receivable/products)   |
| Deals      | [**Contracts**](https://app.rillet.io/accounts-receivable/contracts) |
| Line Items | Contract Line Items                                                  |

These mappings apply automatically once a HubSpot deal syncs into Rillet as a contract.

### Sync HubSpot Deals Into Rillet

With the HubSpot integration connected to Rillet, mark the deal as Closed Won in HubSpot to sync it into Rillet as a contract with status Pending Approval, which you can then locate and review in the Pending Approval listing.

### View Synced Contracts

You can view synced contracts in Rillet using either of these methods:

| Method             | How to Access                                                                                                                                               |
| ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Launchpad**      | Go to [**Contracts to be Approved**](https://app.rillet.io/) under **Needs Action** from the Launchpad.                                                     |
| **Contracts List** | Go to the [**Contracts List**](https://app.rillet.io/accounts-receivable/contracts?startDate=2024-08-30\&sources=HUBSPOT) and filter by the HubSpot source. |

Deals sync every 30 minutes, creating Customers and Products in Rillet only when associated with a Closed Won deal, and once you locate a synced contract, you can review and approve it as described in the next section.

### Approve a Synced Contract

Follow these steps to approve a synced contract:

1. Select the contract to review from [**Contracts to be Approved**](https://app.rillet.io/accounts-receivable/contracts?startDate=2024-08-30\&statuses=PendingReview) under **Needs Action**.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FCiZpsx4oAgzsn3Ull1tt%2Fimage.png?alt=media&amp;token=b93e74c7-a435-4dd6-9424-3e031741dc65" alt=""><figcaption></figcaption></figure>
2. Review the contract details:
   * **General Details:** Deal name, Closed date, Start date, End date.
   * **Products:** Verify line items; add or edit products as needed.
   * **Invoicing:** Review invoice schedule and payment terms.
   * **Revenue:** Review automated revenue schedules and adjust if needed.
3. Click **Confirm Contract** to finalize the contract.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FotlKfXyYlr8EnejPRjg9%2Fimage.png?alt=media&amp;token=23182b08-ad2d-4c96-839a-a81004f131c3" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:**&#x20;

Confirming creates the contract journal entries, invoices, and updates metrics.
{% endhint %}

Once approved, the contract's financial activity is fully reflected in Rillet's statements and metrics.

### See Also&#x20;

To learn more about managing CRM integrations in Rillet, review these articles:

* [**Sync Stripe Customers into Rillet**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/billing-and-subscription-management/stripe-billing/stripe-billing-integration-overview/sync-stripe-customers-into-rillet.md)
* [**Hubspot**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/hubspot.md)
* [**Salesforce Integration**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration.md)
* [**Salesforce Bi-Directional Sync: Invoices, Contracts, and Customers**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration/salesforce-bi-directional-sync-invoices-contracts-and-customers.md)
* [**Salesforce Managed Package Integration Overview**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration/salesforce-managed-package-integration-overview.md)
* [**Add a Contract**](/EjmEP4KZ9BVp9j2ho4Mh/accounts-receivable/contracts/add-a-contract.md)
* [**Managing Contracts**](/EjmEP4KZ9BVp9j2ho4Mh/accounts-receivable/contracts/managing-contracts.md)
* [**How to Create an Auto-Renewing Contract**](/EjmEP4KZ9BVp9j2ho4Mh/accounts-receivable/contracts/how-to-create-an-auto-renewing-contract.md)
* [**View GL Impact for Usage Cycles**](/EjmEP4KZ9BVp9j2ho4Mh/accounts-receivable/contracts/view-gl-impact-for-usage-cycles.md)


---

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