Connectors & integrations
HubSpot / Salesforce counterparty sync
Two-way counterparty sync with HubSpot and Salesforce. Inbound: import counterparties from your CRM. Outbound: surface contract status on a CRM account.
Inbound: import counterparties
POST /api/integrations/crm/counterparty-import takes a normalised counterparty payload (name, domain, country, primary contact) and creates or updates a clmSpace counterparty record. Use it from a CRM-side automation or a periodic batch sync.
Outbound: snapshot
GET /api/integrations/crm/counterparty/{name}/snapshot returns a compact view: agreement count, total value, open deviation count, next renewal date. Useful as a CRM card or widget so account owners can see contract context without leaving the CRM.
Connection mechanics
clmSpace does not host the CRM connectors as managed integrations; you call these endpoints from your CRM platform (HubSpot workflows, Salesforce Flow / Apex callouts, or an iPaaS like Workato / Zapier).