Overview
This feature allows you to selectively enable/disable CRM/PSA integration pushes based on Quote Status. This is helpful for when you want to only push Accepted or Won Quotes to your integration, or prevent certain status updates from overwriting existing Opportunities/Deals.
Prerequisites
- Supported CRMs/PSAs: Hubspot, Salesforce, Connectwise, Autotask, Halo, Kaseya BMS, Zoho and Pipedrive
Setup Instructions
- First, navigate to the settings for the desired integration under Settings > Integrations > Edit Integration.
- You'll see a Push on Status Change checkbox next to the statuses you wish to push. These will all be enabled by default to match the current functionality of always pushing updates:
- Check/uncheck the box to enable/disable the desired statuses.
Notes
- For Pipedrive and Hubspot, the Push by Quote Status can also be configured for individual Pipelines.
- If a status is unchecked, a message will show in the Integration Status page saying it is not enabled for push: