Sync HubSpot Deals and Approving Contracts in Rillet
HubSpot deals sync into Rillet as contracts when marked Closed Won. Synced contracts have status Pending Approval and do not affect financial statements or metrics until approved.
HubSpot → Rillet mapping
HubSpot Companies = Rillet Customers
HubSpot Products = Rillet Products
HubSpot Deals = Rillet Contracts
HubSpot Line Items = Rillet Contract Line Items
To Sync HubSpot Deals Into Rillet:
Confirm the HubSpot integration is connected to Rillet.
Mark the HubSpot deal as Closed Won.
Note: The deal will sync into Rillet as a contract with status Pending Approval.
To View Synced Contracts:
There are two ways to view synced contracts in Rillet:
Go to the Contracts List.
Note: Deals sync every 30 minutes. Customers and Products are created in Rillet only when associated with a Closed Won deal.
To Approve a Synced Contract:
From the Pending Approval listing, select the contract to review.
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.
Click Confirm to finalize the contract.
Note: Confirming creates the contract journal entries, invoices, and updates metrics.
FAQ (Frequently Asked Questions)
Why Are Deals Coming Through That Are Not Closed Won?
Rillet uses the probability of the deal (probability = 100%). If there is another status besides Closed Won with a probability of 100%, that deal will also sync into Rillet. To resolve this, delete any unused contacts.
How often does HubSpot sync to Rillet?
Deals are imported to Rillet as soon as they are changed to Closed Won (no delay).
Can I use any other criteria other then "Closed Won" to sync deals?
Deal Probability = 100% will also sync deals in to Rillet
What happens if I don't have a Start/End Date in HubSpot?
Rillet will assume that the Start Date = the HubSpot Close Date and the End Date = Close Date + 1 year. You can always make changes in Rillet during the contract review workflows.
What if I don't have Line Items on HubSpot Deals?
Rillet will create the contract with the default product set during the HubSpot set up. You can always make changes to the contract in Rillet during the contract review workflows.
See Also
To learn more about managing CRM integrations in Rillet, review these articles:
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