To auto-populate your contracts with CRM-data, you will need to initiate the signing process from either a HubSpot template or a Scrive template. To import HubSpot data into a Scrive contract template, you need to add a custom field for each type of HubSpot data you want to import.

Once you have created a Scrive contract template, go to the Document tab in Scrive eSign Online to set up field mapping:

Add a text field to your document
Set the Party to be the sender of the document.
From the menu of field types, select New field.
Enter a new field name using one of the HubSpot fields from the PDFs below. You can also choose to add custom HubSpot fields. In either case, the field in the Scrive template must have the exact spelling, capitalisation and syntax as the HubSpot field.

(Note that you can only use fields corresponding to each object, i.e documents created from Contact object can only use fields related to Contact, and similarly for Company and Team objects)
You can also import custom HubSpot fields which are created in HubSpot under Properties. To import custom fields, follow the steps above and match the naming of the internal HubSpot name.
Lastly, you are also able to map data included in associated objects; Contact-, Company- and Custom. In order to map associated object data, add the associated object name, the associated object number of order and the associated object standard field (see PDFs for Template field names below) as a field in the Scrive template.

As an example, if you want to add an associated contact email, an associated company name and an associated custom object field the following field structure is required:
- contact.0.email
- company.0.name
- customobjectname.0.propertyname
  (If you have a custom object called Project, this field would then be: project.0.propertyname)
If you have two associated contacts and want to add the email address of both contacts, the template fields would look like the following:
- contact.0.email
- contact.1.email

Template field names:

HubSpot "Contact" template field names

HubSpot "Deal" template field names

HubSpot "Company" template field names

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