This article defines how data will be pushed from Quoter to HubSpot. Learn more about integrating with HubSpot in this article.
When creating a Quote in Quoter, you can search for an existing HubSpot contact using our Person Search feature or create new ones automatically.
When creating or editing a new Person in Quoter, the information will be pushed to a HubSpot Contact and Company. Quoter will try to match Contacts by email address and Account by name. If nothing is found in HubSpot, a new entry will be created, otherwise Quoter will use the first result found.
When creating a Quote in Quoter, you can search for an existing HubSpot Contact and Deal or create a new one automatically.
When a Quote is created or updated in Quoter, the HubSpot Deal will be updated with the value of the Quote.
When a Quoter Quote is won or lost, Quoter will update the status of the HubSpot Deal according to the mapping settings you configure.
*The Quoter Quote Number is the default Deal name. If you wish, you can define the Deal Name Prefix for additional context when adding or editing the HubSpot Integration.