Menu

Pricing Customers

Sales Deal Rooms

API

Request Demo Start for free

HubSpot integration

Connect HubSpot to every customer workspace.

Dock is the collaboration layer between your CRM and your customers.

Request Demo Start for Free

HubSpot · Acme Enterprise

app.hubspot.com/contacts/acme

Personalize and automate workspaces with CRM data
Keep HubSpot current with two-way field sync
See Dock engagement in HubSpot
Measure impact with Dock and HubSpot reporting
Power AI agents with HubSpot deal data
Sync order forms & CPQ

Personalize every workspace from the HubSpot record

Use any HubSpot property to populate your sales and onboarding workspaces, with fields that update as the record changes.

Choose which properties sync with Dock

Pick the company and deal attributes that flow into Dock: names, owners, logos, key dates, amounts, and any custom property.

Add dynamic HubSpot fields to any workspace

Automatically populate sales and onboarding workspaces with HubSpot properties—and keep them current as the record changes.

Build action plans off HubSpot dates

Set task due dates relative to key dates in HubSpot—like close date, contract start, and kickoff.

Automate workspace creation & updates from HubSpot

Use HubSpot data as an automated trigger for what happens in your sales and onboarding workspaces—so reps don’t have to lift a finger.

Trigger workspace creation

Create and publish a workspace from the right template when a HubSpot company or deal matches your conditions.

Control what each customer sees

Show or hide pages, sections, and tasks based on deal stage, company industry, a completed task, or any other property on the record.

Auto-assign workspace owners

Pull workspace owners and editors straight from HubSpot user properties.

Automate the Sales to CS handoff

When a deal closes, attach an onboarding space to the existing deal room. One link carries the customer through every milestone.

Keep HubSpot current, automatically

Engagement flows into the CRM, and reps update properties from Dock.

HubSpot · Acme Enterprise

app.hubspot.com/contacts/acme

Use HubSpot data as a source for Dock AI

Any Dock agent you build can draw on HubSpot deal data and meeting transcripts to answer questions and draft content grounded in your live deals.

Summarize deal activity

Across the CRM, workspace, and calls—amount, stage, key dates, owner, firmographics, next steps, contacts, meeting notes, and call transcripts.

Generate business cases

And personalized content, grounded in the actual deal record.

Draft follow-ups

From live account data, ready to send after every call.

Measure impact with Dock and HubSpot data

Tie workspace and content engagement to HubSpot deal data, so you can see what’s moving deals and influencing revenue.

Show reps which deals to work

Combine HubSpot properties with Dock workspace engagement in a single dashboard, so reps know where to focus their attention.

Tie Dock engagement to revenue

Pull HubSpot deal data into Dock reports to see the impact of workspaces and content on key revenue metrics.

Score leads on real buyer engagement

Dock shows up as native criteria in HubSpot lead scoring. Add points for views, downloads, clicks, or specific action plan tasks—and weight the ones that actually signal intent.

Sync CPQ & order forms

Send order form line items, terms, and signed PDFs from Dock to HubSpot.

Line items push to the deal record

Line-item discounts carry through to HubSpot.

Terms write onto the record as properties

Contract start and end, term length, billing frequency, payment terms, contacts—and more.

The signed PDF attaches to the record

The signed Dock order form lands on the company or deal automatically.

HubSpot,
answered.

Need more information?

Contact our sales team

Does Dock integrate with HubSpot?+

Yes. Dock has a native two-way HubSpot integration. Company and deal data flows into Dock workspaces, and buyer activity, property updates, and signed order forms flow back onto the HubSpot record.

How do I connect Dock to HubSpot?+

An admin connects the two in Dock's integration settings and authorizes the HubSpot account. From there you review the field mapping and choose which activity pushes back to HubSpot.

Which HubSpot objects does Dock connect to?+

Companies, Deals, Contacts, and Tickets. A Dock workspace links to a company and, optionally, to a deal — or to a ticket, if your post-sales team tracks implementations that way.

What Dock activity shows up in HubSpot?+

Workspace views, file downloads, link and embed clicks, and action plan events like task completions and status changes. Activity lands in the HubSpot activity feed on the company, contact, and deal records, and admins choose which events push over.

Can I control which properties sync, and in which direction?+

Yes. You map HubSpot properties to Dock fields on the Company and Deal objects, and you set the direction per custom field — into Dock, back to HubSpot, or both.

Can reps update HubSpot from inside Dock?+

Yes. Reps edit mapped properties from the workspace or from Dock's internal tab, and the changes sync back to HubSpot. Customers can update certain fields too, if you allow it.

Will Dock create duplicate HubSpot contacts?+

No. When someone enters their email to view a workspace, Dock checks HubSpot first. If a contact with that email already exists, Dock uses it. If not, Dock creates one.

Can workspaces be created automatically from HubSpot?+

Yes. Automation rules create and publish a workspace when a company or deal matches your conditions — a stage change or any mapped property. Owners and editors come from HubSpot user properties, as long as the email matches a Dock profile.

Can Dock activity trigger HubSpot workflows?+

Yes. Dock appears as a filter inside HubSpot workflows, so you can enroll contacts based on views, clicks, downloads, interactions, or action plan progress — then send an email, move a deal stage, or update a property. Dock webhooks are available for event-level triggers.

Can Dock engagement feed HubSpot lead scoring?+

Yes. Dock shows up as native criteria in HubSpot's lead scoring, so you can add positive or negative points for views, downloads, clicks, or specific action plan tasks — and weight the ones that actually signal intent.

How does Dock AI use our HubSpot data?+

Every workspace connected to a company carries a summary of the deal record, and Dock AI agents draw on it alongside workspace activity and your other connected sources. Turn on the meetings sync and notes or transcripts saved on the company or deal flow in too.

How do Dock order forms sync back to HubSpot?+

When an order form is published and signed, the line items push to the deal record, the terms write onto the record as properties, and the signed PDF attaches to the company or deal. Line-item discounts carry through.

Do we have to map every property manually?+

No. Dock pulls in standard HubSpot properties for companies and deals automatically. Mapping is a review step — change anything that doesn't match your setup, and add your custom properties.

Does Dock integrate with Salesforce too?+

Yes. Dock has a native Salesforce integration with the same core capabilities. See the Salesforce integration →

Which Dock plans include the HubSpot integration?+

HubSpot syncing starts on the Standard plan. Custom field mapping and order form line item sync come with Premium, and workspace automation rules are available on Enterprise. See the pricing page for full details.