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SpotDraft to CRM Integration

This page is a pattern guide, not a contract of product behavior. It describes a CRM-driven integration model that fits the public contract, metadata, and webhook APIs.

Where this pattern fits​

Use this pattern when the CRM is the operational system that should:

  • trigger contract creation
  • surface contract status back to sellers or account teams
  • store SpotDraft contract references alongside account or opportunity records

If your team has not yet checked whether a native integration already covers the use case, start with SpotDraft integrations.

Public API capabilities this pattern relies on​

This pattern makes sense because the public API supports:

  • contract creation and status retrieval
  • lookup by external_metadata
  • external metadata read and update
  • download and download-link flows
  • webhook delivery for later lifecycle activity
  1. write CRM ids into external_metadata
  2. create a contract when the upstream CRM record reaches the correct milestone
  3. subscribe to webhook events for later activity changes
  4. fetch contract status, key pointers, or documents only when reconciling or hydrating the CRM after a webhook
  5. expose a direct link from the CRM record to the SpotDraft contract

How the systems typically talk​

CRM account or opportunity event
  -> SpotDraft create or update API call
  -> SpotDraft workflow, review, signature, execution
  -> webhook event delivery
  -> CRM status or link update

Native integrations versus custom builds​

The current public integrations catalog includes CRM-oriented integrations such as Salesforce, HubSpot CRM, and Zoho CRM. Even when you build a custom workflow, those are good reference models for how CRM sync patterns usually behave in SpotDraft.

The public HubSpot integration page specifically describes contract creation from deal data, approval and signature actions from inside HubSpot, and status visibility synced back to the deal record:

Data model recommendations​

At minimum, persist:

  • CRM account id
  • CRM opportunity or deal id
  • the SpotDraft contract id
  • any workflow or contract type ids needed for the use case

Do not rely on contract title text as the join key.

API and webhook roles​

The usual split is:

  • APIs for contract initiation, retrieval, metadata writes, and document fetches
  • webhooks for later contract activity changes
  • follow-up fetches only when the CRM needs additional contract or document details

Operational cautions​

  • normalize counterparty naming rules before syncing back
  • make sure UAT and production integrations are isolated cleanly
  • keep CRM-side updates idempotent because webhook redelivery is normal