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.
HubSpot integration requires our Enterprise plan
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.
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.
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