DiliTrust CLM – HubSpot Integration Guide

With the DiliTrust CLM ↔ HubSpot integration, you can seamlessly connect your contracts with your CRM data. This integration makes it easier to synchronize contacts, companies, and deals between HubSpot and DiliTrust CLM, ensuring that your contract management and customer relationship management stay aligned.

☝ Prerequisites

Before starting, make sure you have the following:

• ✅ On the client side:
  • An internal HubSpot expert to assist with setup.
  • An Admin account on HubSpot.
  • An Admin (or appropriate permissions) on DiliTrust CLM.
• ✅ On the DiliTrust side:
  • Your Tenant ID.
  • A mapping file linking HubSpot properties to CLM attributes.

⭐ Step 1 – Create a Private App in HubSpot

To allow secure communication between HubSpot and DiliTrust CLM, you need to create a private app:

• Go to HubSpot → Settings → Integrations → Private Apps.
• Click Create Private App.
• Enter basic information (Name: “DiliTrust CLM”, Logo, Description).
• Under Scopes/Domains, grant read and write access for:
  • CRM (Deals, Companies, Contacts)
  • OAuth
• Click Create and confirm.
• Copy the generated API Token and save it securely (you will need it for the setup in CLM).

More details: HubSpot Private Apps documentation

⭐ Step 2 – Connect HubSpot with DiliTrust CLM

2.1 Install the connection module

• Log in to your HubSpot account.
• Click the installation link: Install DiliTrust CLM Connector.
• Select your HubSpot account and confirm installation.
• Click Connect App to finalize.

2.2 Verify the installation

In HubSpot, go to Settings → Integrations → Connected Apps. The DiliTrust CLM app should appear in the list.

2.3 Configure the connector in CLM

• In DiliTrust CLM, go to Settings → CRM Settings → HubSpot.
• Enter the following:
  • Callback URL: https://hubspot-hlx.hyperlex.fr/hyperlex-to-hubspot
  • HubSpot API Token from your private app.
• Click Save ✅

⭐ Step 3 – Mapping HubSpot & CLM Fields

Mapping ensures that the right data flows between HubSpot and CLM. For example, a HubSpot “Deal Close Date” might correspond to a “Contract Expiration Date” in CLM.

• A mapping file in .csv format is used.
• We recommend using a Google Sheet and publishing it as a CSV link for easy updates.
• Template columns include:
  • HubSpot ID
  • Hyperlex (CLM) ID
  • Comment
  • convertToHlx (for dates, etc.)
  • convertToHbs

Example: To map HubSpot properties, go to HubSpot → Settings → Data Management → Properties. Select the property and check the “Internal Name” field (this is the ID).

If needed, ask DiliTrust support to provide the list of CLM attribute IDs.

⭐ Step 4 – Backend Configuration

Once mapping is ready, DiliTrust’s technical team will activate the app using:

• Your Tenant ID
• Your Portal ID
• Your HubSpot Private App Token
• The mapping CSV file URL

To update mappings later, simply update the CSV source file and visit this link to refresh the configuration.

⭐ Step 5 – Verification & Uninstallation

You can manage or uninstall the integration directly in HubSpot:

1. Go to Settings → Integrations → Connected Apps.
2. Find DiliTrust CLM and open Actions.
3. Select Uninstall, type “désinstaller” in the confirmation field, and click Uninstall.

⭐ Step 6 – Callback to HubSpot

The connector can also send back contract statuses from DiliTrust CLM into HubSpot. This is especially useful to track the lifecycle of deals directly in your CRM.

Simply align the values between your HubSpot “Deal Status” list and the “Contract Status” list in CLM. DiliTrust support will finalize the setup for you.

❓ FAQs

Can I limit which data is synchronized?

Yes. Only mapped fields are synchronized. You can fully control which HubSpot properties connect to CLM attributes.

What happens if the mapping file is wrong?

The synchronization will fail ⚠️. Always double-check your mapping file before activation. If needed, contact DiliTrust support for validation.

Is the integration secure?

Yes ✅. The integration uses a HubSpot Private App with token-based authentication. Only data you configure in the mapping will be synchronized.

⚡ Summary

The DiliTrust CLM ↔ HubSpot integration gives you a powerful way to keep your contracts and CRM in sync. With proper setup, you gain efficiency, clarity, and seamless collaboration between sales and legal teams.