Overview
The Dock <> HubSpot integration not only helps save time with your initial Workspace configuration, but it also plays a part in Order Forms. When an Order form is completed, Dock can attach the completed Order Form to the associated Company or Deal record in Hubspot.
Before we get started, make sure that your Dock account has been connected to HubSpot. Follow the article linked above to double check your configuration.
If you are already integrated with HubSpot, you'll want to navigate to your settings and REAUTHORIZE.
Syncing Order Form PDFs & Line Items
To enable the PDF sync, navigate to your HubSpot settings in Dock (under Integrations) and just toggle on the Sync Order Form PDFs on either the Company or Deal records.
Syncing Order Form Line Items to HubSpot
On the Deal object, you also have the ability to toggle on to Sync Order Forms with HubSpot (found on the right-hand side). This syncs over the deal line items from your contract in Dock to the deal object in HubSpot.
To get this to function properly, it's important to make sure you have a company and deal attached to the workspace! This generally happens when creating the workspace as you attach it to an account/deal.
What line items sync over to HubSpot and when?
Once an order form has been created (published and sent), the line items will pull into HubSpot.
Below is a list of terms that we will update based on the order form:
Billing contact - Email
Billing contact - Name
Billing contact - Phone
Billing contact - Title
Business contact - Email
Business contact - Name
Business contact - Phone
Business contact - Title
Billing Start
Billing Start Date
Billing Terms
Contract Start Date
Contract End Date
Contract Length
Marketing Rights
Order Form Deal Type
Order Form Name
Payment Method
Payment Term
Quote Expiration