Important: Please note the Professional or Corporate Edition of QuoteWerks is required to integrate with HubSpot CRM. |
Important: In order for the integration to function properly you must ensure the HubSpot CRM user has the following permissions set in HubSpot CRM: •CRM Objects: Invoices •CRM Tools: Customize record page layout •Marketing: Lists, Files •Sales: Create custom line items •Account > Settings Access: Personal email access, Edit property settings, Subscription Type settings, Manage product library, User table access, Breeze Copilot |
The combination of QuoteWerks and HubSpot CRM makes it easier to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.
For more information on the HubSpot CRM integration, please see:
•Setting Up the HubSpot CRM Integration
•Using the HubSpot CRM Integration
Features available in HubSpot CRM Integration:
•QuoteWerks leverages your HubSpot CRM Contacts
•Automatically creates and updates HubSpot CRM Deals
•Create line items in HubSpot CRM Deals from QuoteWerks
•When quotes are Won in QuoteWerks, the HubSpot CRM Deal is also updated as Won
•Use your existing HubSpot CRM Products and Services in QuoteWerks
•Attach PDFs to HubSpot CRM so people in your organization without QuoteWerks can view quotes
•Logging E-mails as Activities in HubSpot CRM
•Electronically deliver quotes and proposals to your customers in HubSpot CRM
