Agreevo for HubSpot

Send a contract from any deal, pre-filled from the deal. Every open, signature and completion comes back to the deal — as a note, a property, and the signed PDF.

What you get

A Agreevo card on every deal. It lists the deal's contracts with their status — awaiting signature, opened, signed by everyone — and a "Send a contract" button.
Contracts pre-filled from the deal. Pick a template; the company name, contact, amount and close date are filled in. Check, adjust, send. The deal's contacts are the recipients.
Everything written back. Sent, opened, signed, completed and declined each become a note on the deal timeline. A "Agreevo contract status" deal property is kept up to date so you can build lists, workflows and reports on it. When everyone has signed, the completed PDF — with its audit certificate — is attached to the deal.
Workflows without clicks. With an API key, a HubSpot workflow's "Send webhook" action can generate and send a contract when a deal reaches a stage.

Setting it up (two minutes)

Create a Agreevo account, or log in.
Go to Integrations in the sidebar and click Connect HubSpot. HubSpot asks you to choose the account and approve. That's it — the card appears on your deals.
Make at least one text template: Draft with AI → Save as template. Anything written as {{client_name}}, {{start_date}} or {{total_fee}} in the template becomes a field that is filled from the deal.
Open a deal in HubSpot, find the Agreevo card in the right column, click Send a contract.

Permissions we ask for, and why

`crm.objects.deals.read`	Read the deal's name, amount and close date to pre-fill the contract.
`crm.objects.deals.write`	Update the "Agreevo contract status" property.
`crm.objects.contacts.read`	Names and emails of the deal's contacts, to send them the signing link.
`crm.objects.contacts.write`	Required by HubSpot to create timeline notes.
`crm.objects.companies.read`	The company name, for the contract's counterparty.
`crm.schemas.deals.write`	Create the status property, once, when you connect.
`files`	Attach the signed PDF to the deal.

We read a deal only when you choose to send a contract from it. We never read other objects, never email your contacts except the signing link you send, and disconnecting deletes the access token. Details in the privacy policy.

Using it from a workflow

Create an API key under Integrations, then add a Send webhook action to a workflow:

POST https://agreevo.the-guy.business/api/v1/documents
Authorization: Bearer ag_live_…
Content-Type: application/json

{
  "templateId": "<from GET /api/v1/templates>",
  "values": { "client_name": "{{ deal.company }}", "total_fee": "{{ deal.amount }}" },
  "recipients": [{ "name": "{{ contact.name }}", "email": "{{ contact.email }}" }],
  "send": true,
  "link": { "provider": "hubspot", "objectType": "deal", "objectId": "{{ deal.hs_object_id }}" }
}

The link is what makes the signatures flow back to that deal.

Questions

support@the-guy.business — we answer within a business day.