# Create sales deal rooms & onboard customers in HubSpot

Make personalized sales deal rooms, onboarding plans, and client portals in seconds—directly from HubSpot.

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## Create client workspaces from HubSpot

Access Dock templates and make new workspaces from HubSpot to save valuable setup time for every new deal or customer.

## Personalize workspaces with HubSpot data

Automatically populate workspaces with dynamic fields—including account and customer names, logos, emails, key days, and other custom HubSpot fields.

## Push all Dock activity to HubSpot

See every time your client completes an action in a Dock workspace—like watching a video, completing a task, or clicking a link.

## Track sales & onboarding progress from HubSpot

See Dock views, task progress, order form statuses, and more without leaving your HubSpot dashboard.

## Sync order forms and deals

Sync order form line items between Dock and HubSpot.

Attach completed order forms and PDFs to the associated Company or Deal record in HubSpot.

## Sync CRM fields

Maintain CRM hygiene without leaving Dock. Take CRM notes directly in the Internal workspace tab and sync them with HubSpot.

## Automate workspace creation

Trigger workspace creation based on HubSpot deal or opportunity stages.

## Auto-populate project plans

Automatically set relative due dates on tasks in your project plans based on key dates from HubSpot.

## Show HubSpot contacts in workspaces

Pull in the HubSpot contacts associated with an account into a workspace to showcase key points of contact.

## Measure Dock’s impact on revenue

Pull HubSpot deal data into Dock's Reports to see the impact of workspaces and content.

Track sales impact, implementation status, and content’s influence on revenue.

## Use Dock data for lead scoring

Dock activity can be pulled in as lead scoring criteria in HubSpot.