In this article: You will get the detailed step by step guide on how Legistify’s CLM package can be installed and integrated with your Hubspot, streamlining your contract creation process. Currently, the package is not listed on AppExchange. Installation will be done using a direct installation URL.
Before You Start Installing:
Make sure you have access to your company's admin account and all relevant rights to install the package
Check in with your Legistify account manager regarding your Legistify CLM account setup and template automation
Step 1: Access the Installation URL
Open the following installation link in your browser:
Installation URL:
Note: This link will redirect you to the Hubspot login page if you are not already authenticated. You can install the same package in your sandbox environment for UAT or otherwise directly to your production environment
Step 2: Select Your Hubspot Account
Select the account you wish to connect with Legistify CLM:
Note: This integration supports HubSpot accounts with all HubSpot plans (e.g. Free CRM, Starter, Professional, Enterprise).
Also, Be aware that while a Super Admin can generally install it without issues, but a non-Super Admin user can also install the app if he has specific "App Marketplace Access" permission, in addition to having access to the HubSpot tools/data corresponding to your app's requested scopes. Always guide your users to ensure they have the necessary permissions if they encounter installation errors.
Step 3: Grant Permissions
You will see a screen like this asking to connect the app:
Note: These permissions are needed to allow contract-related data to sync between platforms securely. Additionally, once the app is installed, this is not required to be installed when any changes are done within middleware code/functionality. A user needs to reinstall the OAuth app only in one case, i.e. when we add new scopes in the OAuth app once new features are added into middleware. Also, this OAuth app needs to be installed only once per HubSpot portal. Once installed, it can be used by all users of this HubSpot portal.
Step 4: Post Installation
Once you have installed the application, go to any 'Deal' record. View the 'Legistify Contracts Panel' on the right side of this page.
Tips & Troubleshooting:
Issue | Solution |
Can’t see Legistify panel | Refresh the Deal page and ensure the integration is installed |
Receiving permission errors | Make sure you're logged in as a Super Admin |
Contracts not syncing | Contact Legistify support to ensure mappings are set up |
Additional Steps (In case you wish to do sandbox testing first)
HubSpot has a sandbox concept that is highly valuable for developers, admins, and marketers for safe testing and experimentation. But only available on an Enterprise plan.
Creating a HubSpot Sandbox:
Typically, a Super Admin in an Enterprise-level HubSpot account can create a standard sandbox by navigating to Settings > Account Management > Sandboxes.
There is an option to create a Developer Test Account as an alternative.
Creating a HubSpot Developer Account:
Go to the HubSpot Developers portal.
Sign up for a free Developer Account (if you don't have one). This is your main developer workspace where you manage your apps.
Within your Developer Account, there's a section for "Test Accounts." You can create multiple test accounts there (typically up to 10 per developer account).
If a user installs your HubSpot OAuth app in a Developer Test Account, they will need to install it again in their main, production HubSpot account once they are ready to use it for live operations. In essence, the OAuth flow is performed again for the production account. The app isn't "migrated" or "pushed" from the test account to the production account.