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QuoteWerks Integrates with HubSpot CRM
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Setting Up the HubSpot CRM IntegrationThis video will walk you through how to setup the QuoteWerks integration with HubSpot CRM to retreive contacts, create deals, link to the HubSpot CRM product lists, and much more. -
Using the HubSpot CRM IntegrationThis video will demonstrate how to use the HubSpot CRM integration with QuoteWerks. You'll be able to search for contacts, create and update Deals, and much more!
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Quick Hubspot CRM Integration Overview | QuoteWerks WebIn this short video we introduce you to the integration between Hubspot CRM and QuoteWerks Web. This includes pulling in contacts and items from Hubspot CRM, creating and updating deals, and converting opportunities to won. -
QWW: Setting Up the HubSpot CRM IntegrationThis video will walk you through how to setup the QuoteWerks Web integration with HubSpot CRM to retreive contacts, create deals, link to the HubSpot CRM product lists, and much more. -
QWW Using the HubSpot CRM IntegrationThis video will demonstrate how to use the HubSpot CRM integration with QuoteWerks Web. You'll be able to search for contacts, create and update Deals, and much more! -
QW Web & HubSpot CRMThis video demonstrates the available features in QuoteWerks Web and how it seamlessly integrates with HubSpot CRM -
QWW Integration with HubSpot CRM WebinarIn this webinar, we demonstrate the integration between HubSpot CRM and QuoteWerks Web. We walk through using the integration, including pulling in contacts and products from HubSpot CRM, sending deals from QuoteWerks Web to HubSpot CRM, and passing information between the two systems using DataLink. We also walk through the setup of the integration including connecting your Hubspot CRM account to QuoteWerks Web. -
Create New Companies and Contacts in Hubspot CRM | QuoteWerks WebIn this short video we show you how to create new Hubspot CRM companies and contacts from within QuoteWerks. This is a great option if your first engagement with a customer is outside of Hubspot CRM and requires a quote to be delivered. -
Using the Hubspot CRM Products List | QuoteWerks WebIn this video we quickly review the process to set up your Hubspot CRM products list as a product data source in QuoteWerks Web. Doing so gives you the ability to use products and services stored in your Hubspot CRM products list as items on your QuoteWerks quotes. See how you can search, select, and add products and services to your QuoteWerks quotes in just a few clicks! -
Share Custom Field Data with Hubspot Using Datalink | QuoteWerks WebIn this short video we review the process of setting up a Datalink between QuoteWerks and Hubspot CRM. Datalink is used to share nonstandard field data between the two systems. In this video we show you how to send the customers price profile from Hubspot CRM to the profile field in QuoteWerks. -
Associate Quotes with Existing Hubspot CRM Deals | QuoteWerks WebIn this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Hubspot CRM. Doing so can help you mirror existing workflows, creating a link to QuoteWerks only after a quote or proposal has been created. -
Optional Items on Hubspot CRM Quotes with QuoteValet | QuoteWerks WebThis short video reviews how you can quote items to Hubspot CRM customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to change quantities. This functionality takes your quotes and proposals to the next level by making them interactive and by eliminating the back and forth needed to make manual quote adjustments. -
Attaching Additional Documentation to Hubspot CRM Quotes | QuoteWerks WebIn this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Hubspot CRM integration, to the next level by including additional supplemental information. This is a great option for businesses that deliver long-form proposals or require additional terms and conditions to be reviewed by the customer prior to quote acceptance.
Create Winning Quotes and Proposals
Enhance your HubSpot CRM quoting experience by integrating QuoteWerks as your CPQ software solution to streamline the quote and proposal process, giving you a better chance to win every opportunity and deal.
Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process.
QuoteWerks Edition Requirements
The QuoteWerks HubSpot CRM integration is available in the Professional and Corporate Editions of QuoteWerks Desktop and in QuoteWerks Web.
Compatibility
QuoteWerks integrates with HubSpot Starter, Professional, and Enterprise Editions.
How QuoteWerks Integrates with HubSpot CRM
- QuoteWerks leverages your existing HubSpot CRM Contacts
- Automatically creates and updates HubSpot CRM Deals
- Creates products and Services in HubSpot CRM and attaches them to your Deals
- Recurring items flow seamlessly into your HubSpot CRM Deals
- Use your HubSpot CRM Products & Services in your QuoteWerks Quotes
- Attaches PDFs to HubSpot CRM so people in your organization without QuoteWerks can view quotes
QuoteWerks Searches HubSpot CRM for Contacts
From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search HubSpot CRM for a contact by name, company name, or phone number.
QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information.
QuoteWerks Creates Document Attachments in HubSpot CRM
When emailing a quote or proposal to your customer, the PDF of the document is automatically attached to the opportunity so that other people in your organization that do not have QuoteWerks can open and view quotes. This is especially useful for your technicians and service reps.
When saving a quote, QuoteWerks automatically creates a link to the quote under the Attachments tab in the HubSpot CRM Deal. Additionally, when you are in HubSpot CRM working with a contact, you will see all the quotes that you have created for them. You can even click on the attachment and QuoteWerks will open and display the quote the attachment refers to. This feature is very useful for organizing and finding your quotes from within HubSpot CRM.
When saving a quote, QuoteWerks automatically creates a link to the quote under the Attachments tab in the HubSpot CRM Deal. Additionally, when you are in HubSpot CRM working with a contact, you will see all the quotes that you have created for them. You can even click on the attachment and QuoteWerks will open and display the quote the attachment refers to. This feature is very useful for organizing and finding your quotes from within HubSpot CRM.
QuoteWerks Creates/Updates Deals in HubSpot CRM
When saving a quote, QuoteWerks automatically creates a Deal in HubSpot CRM. When you are in HubSpot CRM, you will see the Deals (sales opportunities) and their sale amounts for each quote you have created for this contact. The HubSpot Deal feature is very useful in determining your projected cash flow.
QuoteWerks Creates Deals in HubSpot CRM with Line Item Detail
When saving a quote, Line item detail from the QuoteWerks Quote can automatically transfer to the HubSpot Deal. QuoteWerks line items configured as recurring flow seamlessly into the HubSpot CRM Deal as recurring products and/or services.
QuoteWerks Creates Products and Services in HubSpot CRM
When creating Deals in HubSpot CRM, if line item detail is selected to be included with the Deal, those products and services will be created in the HubSpot CRM product and services databases for future use. In fact, you can even use this feature to completely populate your HubSpot CRM product database (effectively importing products into HubSpot CRM) with products from QuoteWerks product databases or your QuickBooks items list.
Use HubSpot CRM Products and Services in QuoteWerks
QuoteWerks enables you to use the products and services you already have in HubSpot CRM. QuoteWerks can link to the HubSpot CRM Products database as a QuoteWerks Product Data Source. From within QuoteWerks, you can search the HubSpot CRM databases and add these products and services to your QuoteWerks quote.
QuoteWerks Creates New HubSpot CRM Contacts
From within QuoteWerks, you can enter a new lead in the quote and simply click on a button to create that company and contact in HubSpot CRM.
QuoteWerks Log e-mails as Activities in HubSpot CRM
QuoteWerks has a built-in e-mail client that enables you to e-mail the quote to your customer with a single click. Your customer's e-mail address is automatically pulled from the Hubspot CRM contact information, and after the e-mail has been sent, the e-mail is logged in HubSpot CRM under the Activity tab.
QuoteWerks is fully integrated with HubSpot CRM
While working in QuoteWerks, you can easily launch the contact or Deal that you are working with. You can launch the contact anytime in HubSpot CRM from the Sold To/Ship To tab in QuoteWerks. While updating an existing HubSpot CRM Deal, you can easily view them in HubSpot CRM with a click of a button ensuring you have a seamless integration with HubSpot CRM.