This article defines how data will be pushed from Quoter to HubSpot. Learn more about integrating with HubSpot in this article.

Module Mapping

Person

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.

Quote

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.

Did this answer your question?