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 is available in our Enterprise plan or as an add-on.
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 searching for a Contact by name or organization, Quoter will return primary and secondary Companies.
If a selected Contact has no address line 1 data, the address pulled will be that of the associated Company (primary or secondary depending on the selection made) and can be overwritten if needed.
On push, Quoter will not change the address on the Hubspot Contact, and duplicate Companies will not be created.
When a Quote is created or updated in Quoter, the HubSpot Deal will be updated with the value of the Quote.
Recurring and One-Time Line Items will be pushed to HubSpot Deals and HubSpot Deal property fields, such as MRR, ARR, and TCV can be shown for the deal.
Important note: currently when Line Items are pushed to HubSpot, any discounts on the Quote are not included with each Line Item total. This means that any HubSpot fields that are calculated based on the Line Items, such as MRR, ARR, etc. are before discounts.
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
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
3. Set up Status Mappings for your HubSpot Pipelines. You can set up different Pipeline Mappings for different Quote Templates which will allow you to customize which types of Quotes are sent to certain Pipelines:
Notes:
If a Deal created from a Quote has been moved to a different Pipeline in Hubspot, we will not update the Pipeline or Deal Stage if the Quote status changes in Quoter. However, if it is moved within the same Pipeline, the Deal Stage will be changed.
There must be a HubSpot Stage set for each status to save the integration.
If you do not set a Pipeline Mapping for a specific Template, the Default Pipeline will be used instead.