Add deal tags using Portant document statuses

Use HubSpot deal tags to give deals a visible status based on what's happened to the document, like "Signed", "Awaiting signature", or "Approved". Once set up, the tag appears automatically on the deal whenever the matching Portant status is reached.

In this guide:

1. How to add a HubSpot deal tag triggered by a Portant document status

Add a HubSpot deal tag

In HubSpot, go to Settings → Data Management → Objects → Deals.

Open the Pipelines tab and click Manage deal tags.

Click Add Tag at the bottom of the screen.

Pick Create from scratch.

Name the tag whatever makes sense. In this example, we're creating a tag that's added when an agreement has been signed.

Click Next: Add Filters, then set:

• Filtering on: Deal (Current Object)
• Filter category: Deal Properties

Scroll to the bottom and pick Document Status, which lives in the Portant group of properties.

Set the condition so the tag is added when Document Status is Signed.

Click Next: Review Tag, then Save.

Now any deal with a document signed via Portant gets the tag automatically.

You can also use the same Document Status property to trigger HubSpot workflows, for example moving a deal to the next stage when it's signed. See Trigger HubSpot workflows from Portant.