This section takes you through integrating your HubSpot CRM with QuoteWerks. This will allow you to pull HubSpot CRM customer records into sales quotes, create HubSpot CRM deals, link to the HubSpot CRM items list, and much more using a single application: QuoteWerks.
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 |
Step 1: Launch QuoteWerks.
Step 2: Click Contacts -> Setup Contact Manager from the main toolbar.
Step 3: Select HubSpot CRM as your contact manager on the left side of the Contact Manager Setup window and select OK.
Step 4: Navigate to Tools -> My Preferences and open the Contact Manager tab.
Step 5: Click on the [Manage User Access to HubSpot] button.
Step 6: Click on the [Request User Access to HubSpot] button. This will open a browser and as that you enter your UserID and Password into HubSpot CRM to access HubSpot.
Step 7: Return back to QuoteWerks and click on the [Retrieve Access Token] button.
Step 8: If the connection is successful the Status will show as CONNECTED. To test the connection click on the [Test Connection] button.
Step 9: Go back to the Contact Manager Setup window by navigating to Contacts -> Setup Contact Manager. Click on the [HubSpot Setup] button.
Follow these links for the next steps:
