HubSpot Diamond Solutions Partner

HubSpot & Conga Integration: Automate the Paperwork, Accelerate the Revenue

Transform your quote-to-cash process by connecting HubSpot deals directly to Conga’s document engine. This integration eliminates manual data entry errors and ensures legal-approved contracts reach your prospects the moment they are ready to buy.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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Empowering Operations and Legal Teams

Conga handles the heavy lifting of document generation and lifecycle management; this integration ensures that power is accessible where your revenue actually happens. By connecting the complex logic of Conga to the daily rhythm of sales, you ensure compliance without sacrificing velocity. You get the governance legal loves with the speed sales demands.

Error-Free Templating: accurate data flows automatically from HubSpot properties into Conga templates, ensuring names, pricing, and terms are always correct.

Audit-Ready Trails: maintain a pristine history of document versions and approvals within Conga while keeping the sales team informed.

Complex Logic Handling: utilize Conga’s advanced conditional logic to include or exclude contract clauses based on specific HubSpot deal criteria.

Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

Unlocking CRM Potential with Document Automation

HubSpot should be the cockpit for your sales team, not a window they switch away from to draft paperwork. Integrating Conga allows reps to generate, send, and track complex documents without ever leaving the Deal record. It turns HubSpot into a closing machine rather than just a tracking tool.

One-Click Generation: enable reps to launch sophisticated proposals and contracts directly from a HubSpot Deal button or workflow extension.

Status Visibility: automatically update Deal properties when a contract is viewed, redlined, or signed, giving reps real-time insight into deal health.

Workflow Automation: trigger internal notifications or task creation in HubSpot the instant a Conga document executes, ensuring immediate handoffs to onboarding.

Flexible Data Sync Architecture

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

We design a sync architecture that respects the nuances of your legal requirements and sales cycles, ensuring data moves exactly how your operations team designed it.

Bi-Directional & Uni-Directional Sync: We configure the flow to match your governance needs. We can push Deal data to Conga for generation (uni-directional) and pull document status back to HubSpot (bi-directional), ensuring the CRM always reflects the legal reality without overwriting sensitive contract data.
Real-time & Scheduled Syncs: Contract delivery needs to be instant, but reporting can wait. We can trigger real-time document generation for sales reps while using scheduled batches to sync high-volume historical contract data for reporting, keeping your API usage efficient.
Custom Sync Logic & Triggers: We build intelligence into the pipe. We can restrict document generation triggers so they only fire when a Deal reaches a specific stage or has all required approval properties filled, preventing reps from sending half-baked contracts.
High-Volume Data Handling: Enterprise quoting involves heavy data loads. Our architecture is built to process complex line-item tables and massive document batches without timing out, ensuring end-of-quarter rushes don't crash your system.

Comprehensive Object & Field Mapping

We ensure every clause and comma lands in the right place. Below is a standard mapping tailored for revenue lifecycle management, fully customizable to your unique setup.

HubSpot

Conga

Deals
Contacts
Companies
Line Items (Products)
Deal Stage
Owner (User)

Transactions / Composers
Signers / Recipients
Accounts
Quote Line Items
Contract Status
Sender (User)

Deals Transactions / Composers
Contacts Signers / Recipients
Companies Accounts
Line Items (Products) Quote Line Items
Deal Stage Contract Status
Owner (User) Sender (User)

Transparent, Project-Based Pricing

No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.

A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.

Why Integrate IQ?

Our four pillars for delivering successful outcomes on complex projects.

Mastery of Complexity

We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.

Pragmatic Innovation

Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.

De-Risking the Process

Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.

The Expert You Call

We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'

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Check Out Our Case Studies

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Trusted by Leaders, Proven by Results

Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverables, and kept lines of communication open.

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

Frequently Asked Questions

Yes. We can configure the integration to automatically generate and send documents when a Deal moves to a specific stage (e.g., "Contract Sent"), removing the need for the rep to even click a button.

Absolutely. We can map the entire eSignature process so that "Sent," "Viewed," and "Signed" events in Conga Sign write back to the HubSpot Deal timeline and update property fields.

We map HubSpot Product Line Items directly to Conga’s table regions. We can handle complex grouping, sorting, and conditional display of products, ensuring your quote looks professional regardless of how many items are included.

Yes. Once the document is fully executed in Conga, the integration can retrieve the final PDF and attach it directly to the HubSpot Deal or Company record for easy reference.

That is no problem. Our custom integration approach allows us to map Conga data to any HubSpot object—standard or custom—ensuring your specific data model is respected.

Ready to Close Deals Faster?

Your sales team was hired to sell, not to proofread contracts or wrestle with formatting. Let’s build a workflow that puts your paperwork on autopilot and lets your revenue team focus on the relationship.