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.
Prerequisites
HubSpot integration requires our Enterprise plan
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
Setup Instructions
Navigate to Settings > Integrations to select HubSpot under CRM:
2. You'll be navigated to the Add HubSpot Integration dialog that will allow you to enter your credentials before clicking Connect to HubSpot:
3. To complete the setup process, fill out the Integration Settings (Post Quotes as one revision to HubSpot, Deal Name Prefix and Status Mapping) and click Save Integration:
