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Integrating with HubSpot CRM
Integrating with HubSpot CRM
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

Use this article as a guide when integrating your account with HubSpot.

At any time, you can come back to the Integrations page (Settings > Integrations) to make changes to the integration.

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.


Integration Overview

  • 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.

Integration Limitations

  • Quoter cannot push data to HubSpot custom Contact/Company properties

  • While all HubSpot plans include access to their API, there may be restrictions based on your HubSpot Plan's API Limits.

    • Please contact HubSpot to inquire into an API Limit Increase should you experience any rate limit errors in Quoter.

Setup Instructions

  1. Navigate to Settings > Integrations to select HubSpot under CRM:

2. Select 'Connect via Private App' and follow the steps outlined in the article below to set up your Private App with OAuth:

Set up a Private App with OAuth

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